Onboarding checklist

Onboarding checklist

What’s an Onboarding Checklist?

An onboarding schedule is a document that lists the duties and procedures that must be carried out when a new employee joins a company. HR specialists and hiring managers can use the checklist as a reference to ensure they cover all the crucial components of the onboarding process.

What's an Onboarding Checklist?

A task list for onboarding a new employee might include things like giving them an orientation to the business, introducing them to their team members and coworkers, giving them the required paperwork, setting up their workstations, giving them training and resources to assist them in carrying out their job duties and setting up clear lines of communication.

The checklist for onboarding can also be used as an instrument for communication between the HR division and the new hire. The new employee will better comprehend what is expected of them and what they must do to succeed in their new role if you give them a clear list of expectations and tasks.

Successful onboarding can increase employee engagement, productivity, and job satisfaction. Organizations can ensure that the onboarding process is consistent, effective, and efficient by using an onboarding checklist.

Onboarding Checklist

1. Consult HR to formalise it

Before making a hiring choice, submit a job requisition form to your company’s human resources department for approval. Before a new employee is formally recruited, the HR team may also demand that a background investigation and drug test be finished.

2. Complete new employee papers

Compile all the paperwork that all new employees need to complete on their first day, including tax forms, different contracts or agreements, payroll information, and other new employee forms. Give your new hire a copy of the employee handbook and details on the benefits package so they can examine them. In case the new hire has inquiries about their perks or pay, be sure to include a point of contact. 

3. Purchase tools and supplies

To ensure that everything is prepared for the new employee’s first day, request all devices and equipment for several days in preparation. The employee should come to find everything set up and ready to go, including their phone, computer, and keyboard.

4. Create profiles and logins

Make sure the employee is set up in all relevant systems and has all necessary assets before allowing them to access the building by getting in touch with your IT team, facilities manager, and accounting department. Set up their company email and collect their login credentials for various platforms and tools so they can easily access the programs and software they need to do their jobs.

5. Prepare the task area

Make sure your new employee has everything they need at their workplace, including a tidy desk, chair, and other furniture. Create a welcome kit for their workplace by assembling company-branded knickknacks, office supplies, or a straightforward present like a mug or small plant for their desk. Consider shipping the employee a box of swag to their residence if they will be working remotely.

Prepare the task area

6. Arrange for new employee introduction

Allocate time for a recruit orientation on the employee’s first day. Ideally, this will give the employee time to sign the paperwork as well as the opportunity to learn about the business culture, look over the organizational chart, and see how different departments work together.

7. Welcome your new hire by email

Send your new hire an email welcoming them to the company and outlining key information about what to anticipate when they arrive before their first day on the job (e.g., start date reminder, dress code, first-day schedule, parking information).

Here are four greeting emails for new employees to use as templates when writing your own.

8. Give a tour of the property

If your company has a physical address, show your new hire around and introduce them to essential figures in each division. To make it easier for them to navigate the structure, give them a map of it. Be careful to indicate the locations of the restrooms, break rooms, and other common areas.

This could also be a good opportunity to explain any security procedures and give your new employee their access key or code.

9. Designate a peer mentor

To serve as a mentor during their first few weeks on the job, introduce your new hire to a peer or buddy within their area. The employee will be able to ask questions of this individual, get acquainted with others in the division, and even receive some role-specific training from them. The new hire’s success depends on having a mentor because it can keep them from feeling alone as they adjust to their new position in a strange environment.

10. Distribute a new hire notice

Sending a new employee announcement email or announcing their arrival at a business meeting are both appropriate ways to welcome the new employee to the team (or both).

Share a few fascinating facts to help break the ice with your current staff members and let them know what the new hire will be doing.

You could, for instance, mention the workers’ pastimes, interests, and a succinct professional history. When the new employee is spotted around the workplace, this announcement ought to prompt other team members to introduce themselves and extend a warm welcome.

To help the new employee begin forming interpersonal connections, acclimate to the workplace, and feel welcomed and appreciated, take them out to lunch with their team on the first day.

11. Plan a time to receive onboarding input

After the first week or two, schedule a meeting with the new employee to find out how they are adapting and to see if they have any feedback on the onboarding strategy. This discussion may reveal opportunities for improvement in your onboarding procedure or new items you can include in the plan for onboarding new employees.

12. Establish a strategy for check-ins at 30, 60, and 90 days

Make time to check in with the new hire frequently, such as after their first, second, and first quarters. These sessions ought to give the employee a chance to voice any issues with or criticisms of their training and talk about how well they’re adjusting to the position.

In Conclusion

A new hire checklist can be helpful if you want to leave a positive first impression on your new employees. With the aid of onboarding templates, employers can make sure that no details are overlooked during the onboarding of new employees.

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