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Home > employee onboarding checklist with timeline and complete checkbox with competency column

employee onboarding checklist with timeline and complete checkbox with competency column

[ ] Prepare workspace and equipment

Competency: Ensure that all necessary tools and resources are available for the employee.

[ ] Send welcome email

Competency: Craft a friendly and informative email outlining the first-day agenda.

[ ] Assign a mentor or buddy

Competency: Identify a colleague who will assist the new hire during their transition.

[ ] Conduct orientation session

Competency: Provide an overview of the company culture, policies, and procedures.

[ ] Complete HR paperwork

Competency: Ensure all necessary forms and documents are filled out accurately.

[ ] Set up IT access

Competency: Verify that the employee has access to required software and systems.

[ ] Schedule training sessions

Competency: Organize training on specific tools and processes relevant to the role.

[ ] Introduce to team members

Competency: Facilitate introductions to key team members and stakeholders.

[ ] Review job responsibilities

Competency: Ensure clarity on job expectations and performance metrics.

[ ] Conduct weekly check-ins

Competency: Regularly assess the new hire’s comfort level and address any concerns.

[ ] Provide feedback on performance

Competency: Offer constructive feedback to help the employee improve and grow.

[ ] Encourage social interactions

Competency: Promote participation in team-building activities and social events.

[ ] Set goals and objectives

Competency: Collaborate on setting clear, achievable goals for the coming months.

[ ] Conduct a formal performance review

Competency: Evaluate progress and discuss areas for further development.

[ ] Solicit feedback on onboarding experience

Competency: Gather insights to improve the onboarding process for future hires.

This structured checklist ensures a smooth onboarding experience while emphasizing competencies at each step.

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