Workflow Templates: New Employee Onboarding Checklist

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New Employee Onboarding Checklist

Pre-Arrival Preparations

Prepare the new employee's workspace with necessary equipment and supplies

Set up the employee's email and computer accounts

Create a schedule for the first week including training sessions and meetings with key team members

First Day Orientation

Provide a tour of the facility including restrooms, break rooms, and emergency exits

Review company policies, procedures, and culture

Complete all necessary HR paperwork such as tax forms, benefits enrollment, and confidentiality agreements

Training and Development

Schedule product knowledge training and any necessary certifications

Assign a mentor or buddy for the first month to help with questions and integration

Set up regular check-ins with the new employee's manager for the first 90 days

Integration into the Team

Introduce the new employee to their team members and other key staff

Involve the new employee in team meetings and collaborative projects

Encourage participation in company events and social activities to build relationships

Performance Management

Discuss job expectations, performance goals, and success metrics

Provide feedback on initial assignments and tasks

Outline the performance review process and schedule the first review

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