A new hire checklist can help ensure a smooth onboarding process and set your new employees up for success.
Here’s a comprehensive new hire checklist:
Pre-arrival:
- Send a welcome email or letter with important details such as the onboarding process’s start date, time, and location.
- Provide necessary paperwork, including employment contracts, tax forms, and any company policies for review and signature.
- Set up new hire accounts for HR systems, email, and other necessary tools.
First day:
- Prepare the workspace with necessary equipment, such as a computer, phone, and office supplies.
- Assign a mentor or buddy to help the new hire navigate the workplace and answer any questions.
- Conduct a tour of the office, introducing key team members and explaining the layout.
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First week:
- Schedule orientation sessions to cover company culture, values, mission, and goals.
- Provide an overview of the team’s structure, roles, and responsibilities.
- Review the employee handbook and company policies.
- Explain the benefits package and answer any benefits-related queries.
- Discuss performance expectations and set goals for the new hire’s first 30, 60, and 90 days.
- Offer training sessions for relevant software, systems, and tools.
- Conduct a security briefing on data protection and cybersecurity protocols.
First month:
- Arrange departmental and cross-functional meetings to foster collaboration and understanding.
- Encourage the new hire to share feedback and suggestions on their onboarding experience so far.
- Monitor progress towards goals and provide feedback to ensure alignment with company expectations.
- Schedule a check-in meeting with HR to discuss any concerns or additional support needed.
Ongoing:
- Support continuous learning and professional development opportunities.
- Conduct regular performance evaluations and feedback sessions.
- Organize social events to help the new hire build connections with their colleagues.
- Encourage participation in company-wide activities and initiatives.
- Stay available to answer questions and provide guidance as needed.
Customize this checklist to fit the specific needs of your company and the role of the new hire. We hear this from customers that regularly download our training course materials.
Remember, a warm and supportive onboarding experience can lead to increased employee engagement and long-term retention.
With 30+ years of experience, Catherine Fitzgerald, B.A., M.A., PGDip, founded Oak Innovation in 1995. Catherine received her Bachelor’s degree and Master’s from University College Cork. She holds qualifications in Professional Development And Training from University College Galway. She is completing a second Master’s from University College Cork. Since 1995, clients include Apple, Time Warner, and Harvard University.
