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Employee Onboarding

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HUMAN RESOURCES

    • Where to go on day 1
    • Arrival time
    • Parking instructions
    • Dress code
    • Day 1 schedule
    • Official offer letter
    • Contract or work agreement
    • Tax forms
    • Health and benefits forms
    • Payroll forms
    • Work permits or visas
    • Additional documentation
    • 1 week
    • 30 day
    • 90 day
    • 6 month
    • 1 year
    • Pay schedule
    • Holidays
    • Sick leave
    • Vacation time
    • Dress code
    • Benefits
    • Employee purchase policy
    • Performance reviews
    • Mandatory compliance training

HIRING MANAGER

    • 1st month
    • 3 months
    • 6 months
    • 1 year
    • Hours of work and schedule
    • Company culture
    • Job expectations
    • Role and responsibilities
    • First project or assignment

IT/SECURITY

    • Web Security
    • Email
    • Password security tool (Okta, LastPass, etc.)
    • Messaging systems (Slack, Teams,etc.)
    • Company website and intranet
    • Company systems
    • Reset initial network password
    • Access the VPN
    • Get IT Support
    • Use printers and scanners

FACILITIES

    • Desk
    • Elevators/Stairs
    • Washrooms
    • Fire exits
    • Parking
    • Kitchen/Cafeteria
    • Meeting rooms

FINANCE

PEER MENTOR/BUDDY

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The Ultimate Employee Onboarding Checklist

The employee onboarding process is a critical experience that shapes a new hires vision and expectations of their new job and workplace. It’s important that organizations make a good first impression and implement a thorough onboarding process.

This ultimate onboarding checklist covers onboarding tasks across multiple departments: Human Resources, IT/Security, Facilities, Hiring Managers, and more.

Nicole Legault

This workflow template was created by Nicole Legault, a bilingual instructional designer, e-learning developer, public speaker, and trainer based in Ottawa, Canada.

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