new joiner
1. Pre-Onboarding Preparations
- Reach out via email or phone.
- Verify the date and time matches company records.
- Document any changes agreed upon.
- Send a calendar invite for confirmation.
- Draft a personalized email greeting.
- Include company overview and culture.
- List first-day logistics and contacts.
- Attach relevant documents or links.
- Identify required software for the role.
- Set up accounts with appropriate permissions.
- Ensure licenses are available and allocated.
- Document account details securely for the new joiner.
- Confirm hardware specifications based on role.
- Order or retrieve equipment from inventory.
- Test hardware functionality before handover.
- Prepare installation instructions for the new joiner.
- Create network access credentials.
- Configure VPN settings for remote access.
- Test access to ensure functionality.
- Provide setup instructions in welcome email.
- Gather items like branded merchandise.
- Include a printed employee handbook.
- Add any relevant onboarding documents.
- Ship or prepare for in-office pickup.
- Select a suitable buddy from the team.
- Communicate the buddy's role and responsibilities.
- Share contact information for easy connection.
- Encourage regular check-ins during the onboarding.
- Identify key personnel relevant to the role.
- Send calendar invites for meetings.
- Provide an agenda for each meeting.
- Encourage team members to prepare introductions.
- Outline daily tasks and objectives.
- Include meetings and training sessions.
- Share resources for self-learning.
- Distribute the itinerary before the start date.
- Inspect the workspace for cleanliness.
- Arrange necessary office supplies.
- Personalize the workspace if possible.
- Check equipment setup is functional.
- Review training requirements for the role.
- Schedule sessions in the new joiner's calendar.
- Provide access to training materials.
- Follow up to ensure completion.
- Ensure job description is up to date.
- Discuss performance metrics and goals.
- Prepare to communicate expectations clearly.
- Document any role-specific requirements.
- Draft a team announcement email.
- Include the new joiner's role and background.
- Encourage team members to reach out.
- Highlight the new joiner's start date.
- Reach out via phone or email.
- Ask if they have any concerns or questions.
- Provide reassurance and support.
- Confirm logistics one more time.
Use in Manifestly