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employee onboarding checklist
Pre-Employment Documentation
Collect signed offer letter
Verify background check completion
Ensure all tax forms are submitted
Obtain signed confidentiality agreement
Submit employee details for system access
First Day Orientation
Welcome meeting with HR
Provide office tour and introduce to team
Issue company ID and access card
Review employee handbook
Set up workstation and IT equipment
Role-Specific Training
Schedule training sessions with department mentor
Review role-specific compliance requirements
Provide access to necessary software and tools
Discuss role expectations and key performance indicators
Arrange shadowing opportunities with experienced colleagues
Benefits Enrollment
Explain health insurance options and enrollment deadlines
Review retirement savings plans
Discuss employee wellness programs
Provide information on company stock options
Ensure completion of benefits enrollment forms
Ongoing Support and Feedback
Schedule regular check-ins with manager
Assign a peer mentor for guidance
Set up access to employee support resources
Provide information on company culture initiatives
Collect initial feedback on onboarding process
