Workflow Templates: Employee Onboarding Checklist

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Employee Onboarding Checklist

Pre-Onboarding

Send welcome email with details about the first day

Prepare work equipment and access credentials

Arrange for a company email and phone number if applicable

First Day Orientation

Provide a tour of the office and introduce to key team members

Review company policies, procedures, and culture

Complete necessary HR paperwork and compliance training

Role-Specific Training

Introduce to mentor or buddy for guidance

Schedule training sessions for role-specific software and tools

Review job description, expectations, and initial projects

Administrative Set-Up

Ensure setup of payroll and benefits enrollment

Assign office space, parking spot, and business cards

Grant access to shared company resources and drives

Integration into the Team

Schedule meetings with key department heads and team members

Plan a team lunch or social event to welcome the new employee

Set up regular check-ins with manager and HR for the first few months

Ongoing Development and Support

Discuss and plan professional development opportunities

Provide a list of resources for self-paced learning

Encourage feedback and questions to facilitate continuous improvement

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