Workflow Templates: Employee Onboarding Checklist

Send out the offer letter and get it signed

Prepare employment contract and other legal documents

Create employee file with relevant personal and professional documents

Welcome and introduce the new employee to the team

Provide a tour of the office and the employee's workspace

Collect required documents for HR and payroll setup

Schedule orientation sessions with key departments

Assign a mentor or buddy for the first few weeks

Set up training on law firm's policies, procedures, and case management systems

Create email and other relevant accounts for communication

Provide access to necessary legal databases and software tools

Explain cybersecurity protocols and privacy policies

Issue security badge and keys to the office

Order business cards and nameplate, if applicable

Setup voicemail and provide instructions for phone system

Educate about professional responsibility and law firm's code of conduct

Ensure understanding of compliance requirements specific to legal practice

Review confidentiality agreements and conflict of interest policies

Employee Onboarding Checklist