onboarding

Pre-Onboarding

First Day Activities

  • Gather team members in a comfortable space.
  • Introduce the new hire and allow each team member to share their role.
  • Encourage a welcoming atmosphere with icebreakers.
  • Facilitate a brief discussion about team goals and dynamics.
  • Guide the new hire through key areas of the office.
  • Highlight important locations: break room, restrooms, conference rooms.
  • Introduce them to essential amenities and resources.
  • For virtual tours, use screen sharing to show digital tools and spaces.
  • Discuss the new hire's specific job duties.
  • Outline performance expectations and key deliverables.
  • Clarify reporting structure and communication protocols.
  • Set initial performance goals for the onboarding period.
  • Provide all required forms in a clear folder.
  • Explain each document and its significance.
  • Assist in filling out forms if needed.
  • Ensure all documents are returned promptly for processing.
  • Assign a workspace and provide necessary equipment.
  • Install required software and tools on the computer.
  • Ensure phone and communication devices are functional.
  • Customize the workspace to the new hire's preferences.
  • Share the company’s mission statement and core values.
  • Discuss how these values are reflected in daily operations.
  • Encourage the new hire to align with and embrace this culture.
  • Provide examples of cultural practices within the team.
  • Identify key individuals the new hire should meet.
  • Schedule brief introductions or meetings with these stakeholders.
  • Ensure each person shares how they will interact with the new hire.
  • Facilitate follow-up connections for further relationship building.
  • Coordinate a meeting time within the first week.
  • Prepare a list of initial projects and goals to discuss.
  • Encourage open dialogue about expectations and support needed.
  • Document the meeting outcomes for future reference.
  • Create company email account and provide login details.
  • Guide the new hire through setting up accounts for tools.
  • Explain how to access and use internal communication platforms.
  • Ensure all accounts are functional by the end of the day.
  • Provide a copy of the employee handbook for review.
  • Highlight key policies, especially regarding conduct and benefits.
  • Encourage questions about the content of the handbook.
  • Schedule a follow-up for any clarifications needed.
  • Explain available employee benefits and enrollment processes.
  • Provide brochures or online resources for further information.
  • Discuss deadlines for enrollment and necessary documentation.
  • Encourage the new hire to prioritize benefit selections.
  • Select a suitable buddy from the team for the new hire.
  • Introduce the buddy and outline their role in onboarding.
  • Encourage regular check-ins between the new hire and buddy.
  • Provide resources for the buddy to support effectively.
  • Create a detailed agenda for the first week.
  • Include meetings, training sessions, and key activities.
  • Share expectations for each day and encourage feedback.
  • Adjust the schedule based on the new hire’s needs.
  • Review safety guidelines relevant to the workplace.
  • Discuss emergency exits, procedures, and contacts.
  • Provide written documentation for the new hire to reference.
  • Encourage questions about safety practices and protocols.
  • Create an open environment for questions throughout the day.
  • Schedule a time for feedback at the end of the day.
  • Encourage the new hire to voice any concerns or suggestions.
  • Reassure them that their input is valued and important.

Training and Development

Follow-Up and Feedback

Administrative Tasks

Related Checklists