Workflow Templates: Employee Onboarding Checklist

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Employee Onboarding Checklist

Company Introduction

Provide an overview of the company's history and mission.

Explain the company’s culture and values.

Introduce key executives and leadership team.

Discuss the company’s products and services.

Review the company's organizational structure.

HR and Administrative Tasks

Complete required paperwork (tax forms, direct deposit, etc.).

Set up employee benefits (health insurance, retirement plans, etc.).

Review employee handbook and company policies.

Set up employee accounts (email, HR systems, etc.).

Schedule introductory meetings with HR and team members.

Role-Specific Training

Provide an overview of the employee's role and responsibilities.

Introduce the team and explain the team structure.

Set up necessary software and tools for the role.

Assign initial tasks and projects.

Schedule regular check-ins with the manager.

IT and Security Procedures

Set up computer and workstation.

Provide access to necessary systems and software.

Review IT policies and security protocols.

Set up multi-factor authentication and passwords.

Schedule IT training and support sessions.

Performance Expectations

Discuss performance evaluation process.

Set initial performance goals and milestones.

Explain feedback and review process.

Introduce company performance metrics and KPIs.

Schedule regular performance review meetings.

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