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Onboarding

Preparing for Onboarding

Contact the new hire to confirm start date and time

Send a welcome email with important information (dress code, parking, etc.)

Prepare the new hire's workspace (desk, computer, phone, etc.)

Set up necessary accounts and access (email, software, intranet, etc.)

Gather employee documents (ID, tax forms, contracts, etc.)

Schedule necessary training sessions or meetings

Day 1 Onboarding

Greet the new hire and introduce them to the team

Provide a tour of the office and facilities

Review the employee handbook and company policies

Go over job expectations, responsibilities, and goals

Assist with setting up personal passwords and login credentials

Explain the firm's technology systems and tools

Provide an overview of key contacts and departments

Schedule any initial training sessions or orientations

First Week Onboarding

Assign a mentor or buddy to help the new hire acclimate

Introduce the new hire to relevant team members and colleagues

Provide an overview of ongoing projects and initiatives

Discuss the firm's core values, culture, and mission

Review the organization's hierarchy and reporting structure

Explain billing and timekeeping processes if applicable

Share resources and references for common tasks or procedures

Schedule meetings with HR, IT, and other relevant departments

First Month Onboarding

Review the new hire's progress and address any questions or concerns

Provide additional training or specialized workshops as needed

Encourage the new hire to attend networking events or seminars

Discuss performance expectations and evaluation processes

Set short-term goals and milestones for the new hire

Schedule regular check-ins to provide feedback and support

Introduce the new hire to the firm's clients, if appropriate

Offer opportunities for professional development and growth

First Three Months Onboarding

Conduct a formal performance evaluation and review

Address any performance issues or areas for improvement

Provide ongoing training and development opportunities

Encourage active participation in firm activities and committees

Offer opportunities for cross-departmental collaboration

Support the new hire's integration into the firm's culture

Celebrate milestones and achievements during this period

Solicit feedback from the new hire regarding their onboarding experience

Note: This checklist is a general guideline and can be customized to fit the specific needs and processes of a law firm organization.

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