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> New employee tasks
New employee tasks
Pre-Onboarding Tasks
First Day Activities
Welcome the new employee and introduce them to the team.
Greet the new employee warmly.
Introduce them to each team member.
Share each member's role briefly.
Encourage team members to share insights.
Create an inclusive and welcoming atmosphere.
Provide a tour of the office/facility.
Start at the entrance and reception area.
Show key areas: restrooms, break room, and conference rooms.
Highlight emergency exits and safety protocols.
Introduce important facilities like IT and HR.
End the tour at the new employee's workspace.
Review the agenda for the first week.
Outline daily activities and meetings.
Highlight training sessions and orientations.
Explain the purpose of each agenda item.
Share who will lead or facilitate sessions.
Encourage questions about the weekly plan.
Provide a brief overview of the company culture and values
Discuss the company's mission statement.
Explain core values and their importance.
Share anecdotes that exemplify the culture.
Encourage new employee to embrace these values.
Provide resources for further reading.
Discuss the company's mission, vision, and goals
Present the mission and vision statements.
Explain how goals align with the mission.
Share recent achievements related to these goals.
Encourage the new employee to contribute.
Discuss the role's alignment with company objectives.
Introduce the new employee to key departments and stakeholders
Identify departments relevant to the new role.
Arrange brief introductions with department heads.
Explain how departments collaborate.
Provide context on stakeholder relationships.
Encourage networking with these individuals.
Schedule a lunch or coffee break with the team to foster relationships
Choose a date and time for the gathering.
Select a casual location for comfort.
Invite all team members and confirm attendance.
Encourage informal conversation.
Provide an agenda for the meeting if needed.
Review the employee handbook and company policies
Provide a copy of the handbook.
Highlight key policies: attendance, dress code, and conduct.
Discuss the importance of compliance.
Encourage questions for clarification.
Remind the employee to read it thoroughly.
Explain the tools and software that will be used in their role
Identify key tools and software relevant to the job.
Provide a brief overview of each tool's purpose.
Share access and login information.
Arrange for training on complex tools.
Encourage exploration of features.
Provide an overview of ongoing projects and team objectives
Summarize key projects the team is working on.
Discuss deadlines and expected outcomes.
Explain how the new employee can contribute.
Provide access to project documentation.
Encourage questions about project specifics.
Set initial expectations and performance goals for the new employee's role
Outline key responsibilities and tasks.
Discuss performance metrics and evaluation criteria.
Set short-term and long-term goals.
Encourage open communication about progress.
Schedule regular check-ins to assess goals.
Schedule a meeting with the new employee's manager to discuss role-specific responsibilities
Identify a suitable time for both parties.
Prepare a list of topics to discuss.
Encourage the new employee to share concerns.
Ensure the manager is informed about the meeting.
Follow up post-meeting for any clarifications.
Encourage the new employee to ask questions and provide feedback throughout the day
Create an open and approachable environment.
Reassure them that questions are welcome.
Ask for their feedback on orientation activities.
Remind them you are available for support.
Encourage them to voice any concerns.
Assign a buddy or mentor to help the new employee acclimate during their first week
Choose an experienced team member as the buddy.
Introduce the buddy to the new employee.
Outline the buddy's role and expectations.
Encourage regular check-ins between the two.
Provide resources for the buddy to assist.
Orientation and Training
Conduct orientation session covering company policies and culture.
Provide training on necessary software and tools.
Assign a mentor or buddy for the first few weeks.
Administrative Tasks
Complete necessary paperwork (tax forms, benefits enrollment).
Set up payroll and direct deposit information.
Review job description and performance expectations.
Follow-Up and Check-Ins
Schedule a one-on-one meeting after the first week.
Provide feedback on initial performance and address any questions.
Check in regularly during the first month to ensure a smooth transition.
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