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Employee Onboarding

HUMAN RESOURCES

Send welcome email to new hire including...

Complete the background check

Add new hire to HRIS/Personnel systems

Prepare forms and documents

Provide employee handbook

Provide benefits information

Announce new hire and start date

Schedule a first day check in with HR

Schedule orientation

Schedule team lunch

Schedule lunch with CEO

Schedule check-in meetings

Provide new hire information about

HIRING MANAGER

Assign a peer mentor

Send a welcome email

Introduce to the team

Introduce to stakeholders and key contacts

Schedule one-on-ones

Prepare training schedule

Set goals for new hire

Schedule day 1 meeting and discuss

IT/SECURITY

Order any required IT hardware

Create Active Directory User ID

Create email account

Provide access to shared networks

Provide security system access (physical and virtual)

Provide access to distribution lists

Provide access to databases

Provide access to company system

Provide access to company accounts

Setup and configure computer

Deliver IT equipment (remote)

Setup and configure office phone

Setup and configure mobile device

Provide login credentials

Provide training on

Provide instructions to

Schedule a first day IT check in with new hire

FACILITIES

Order company swag

Setup desk and workspace

Take employee photo

Create security ID badge

Create biometrics

Create parking pass

Provide tour of office

FINANCE

Add new hire to payroll

Provide training on how to submit expenses

PEER MENTOR/BUDDY

Send welcome email to new hire

Schedule day 1 meeting

Schedule week 1 meeting

Schedule month 1 meeting

Schedule month 2 meeting

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Employee Onboarding Checklist

Complete new hire paperwork

Provide employee with ID badge

Schedule orientation

Order office supplies

Set up computer access

Provide employee with company email address

Discuss company policies

Schedule training sessions

Complete tax paperwork

Provide employee manual

Set up direct deposit

Schedule safety/security training

Provide employee with appropriate uniform/clothing

Provide employee with parking pass

Connect employee with a mentor

Schedule performance reviews

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Employee Onboarding Checklist

Introduction

Greeting

Background Check

Employment Agreement

Job Description

Employee Details

Personal Information

Emergency Contact Information

Tax Forms

Bank Details

Employee Orientation

Company Policies

Security Protocols

Workplace Procedures

Workplace Technology

Office Setup

Work Station

Equipment

Supplies

Communication

Email Setup

Phone Setup

Team Communication

Training

On-the-job Training

Online Training

Classroom Training

Final Steps

Signature of Documents

Finalizing Paperwork

Welcome Gift/Card

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Employee Onboarding Checklist

New Hire Personal Information

Name

Job title

Start date

Contact information

Emergency contact information

Bank account details

Background Check

Verify identity

Verify professional credentials

Verify criminal background

HR Onboarding

Set up employee record

Create user account

Provide employee handbook

Provide access to online training

Assign workspace

Provide IT equipment

Schedule benefits enrollment

Compliance

Review Privacy and Security Policies

Review Anti-Money Laundering (AML) Policies

Review Fair Lending Policies

Review Bank Secrecy Act (BSA) Policies

Orientation

Introduce employee to team

Introduce employee to company culture

Provide organizational information

Provide job-specific training

Performance Review

Set performance goals

Discuss performance expectations

Discuss career development plans

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Employee Onboarding Checklist

Pre-Onboarding

Collect and review employee documents such as identification and tax information.

Send employee onboarding materials, such as policies and manual.

Create an employee file and enter employee information into the HR system.

Onboarding Day

Provide a tour of the office and introduce the employee to team members.

Provide a computer and office equipment for the employee to use.

Review company policies and procedures with the employee.

Post-Onboarding

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

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Employee Onboarding Checklist

Create new employee's personnel file

Issue welcome letter and employment offer

Ensure employee completes necessary paperwork

Collect any required documents such as Social Security card, driver's license, and passport

Assign a workspace

Set up IT access and accounts

Schedule orientation and training

Introduce new employee to team and colleagues

Update employee handbook

Collect any necessary COBRA requirements

Ensure new hire is enrolled in benefit plans

Update pay and tax information

Ensure compliance with relevant laws and regulations

Schedule follow-up meetings with HR and supervisor

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Employee Onboarding

Documentation

Complete I-9 form

File W-4 form

Obtain driver's license, if necessary

Provide proof of right to work in the US

Benefits

Enroll in health insurance

Enroll in retirement plan

Enroll in flexible spending accounts

Complete direct deposit information

Orientation

Provide company overview

Explain job responsibilities

Assign workspace

Provide necessary equipment

Provide safety training

Provide access to company resources

Training

Provide job-specific training

Provide computer access and training

Provide customer service training

Provide product and procedure training

Provide leadership and communication training

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Employee Onboarding Checklist

Pre-Employment

Background check

Drug screening

Reference check

Authorization forms signed

Onboarding

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Benefits

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Technology

Email setup

Computer access setup

Training on software

Access to internal systems

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Employee Onboarding Checklist

Pre-Onboarding

Send out the offer letter and employment contract

Collect necessary personal and tax information

Prepare work schedule and inform the new hire about their first day

First Day Orientation

Provide a tour of the restaurant, including kitchen, dining area, and back office

Introduce the new employee to the team and assign a mentor or buddy

Review restaurant policies, safety procedures, and hygiene standards

Training and Development

Schedule and conduct initial training sessions on customer service, menu items, and POS system

Enroll the new hire in any required certification programs, like food handling or alcohol serving

Set up regular check-ins for the first few weeks to provide feedback and answer questions

Administrative Setup

Create login credentials for scheduling and payroll systems

Issue uniform and name tag, if applicable

Provide locker or secure space for personal belongings

Cultural Integration

Discuss the restaurant's history, mission, and values

Explain the importance of teamwork and communication in the restaurant setting

Invite the new employee to staff meetings and team-building events

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New Employee Onboarding checklist (Accounting Department)

Pre-Arrival Preparations

Set up the new employee's email and accounting software accounts

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

Arrange for access credentials to the building and parking facilities

First Day Orientation

Provide a tour of the office, introducing them to key team members

Review company policies, including confidentiality agreements and security protocols

Complete necessary HR paperwork and verify employment eligibility documents

Training and Development

Schedule training sessions on accounting software and internal processes

Assign a mentor or buddy for the first few weeks to assist with questions and integration

Outline goals and expectations for the probationary period

Integration into the Team

Set up one-on-one meetings with direct supervisors and department heads

Plan a welcome lunch or team-building activity to foster connections

Provide a list of key contacts within the company for various needs

Ongoing Support and Evaluation

Schedule regular check-ins to provide feedback and address concerns

Discuss opportunities for professional development and career growth

Review performance and set objectives at the end of the probationary period

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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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New Employee Onboarding Checklist

Pre-Arrival Preparations

Prepare the new employee's work area with necessary equipment and supplies

Set up computer, email, and phone systems with appropriate access permissions

Arrange for appropriate security clearance and building access cards

First Day Orientation

Provide a tour of the office and introduce the new employee to the team

Review company policies, procedures, and culture

Complete necessary HR paperwork and documentation

Training and Development

Schedule training sessions for accounting software and tools specific to the organization

Assign a mentor or buddy for the first few weeks to assist with onboarding process

Outline the expectations and goals for the first 30, 60, and 90 days

Administrative Set-up

Ensure the new employee is added to payroll and benefits systems

Provide access to internal communication channels and mailing lists

Compliance and Security

Brief on confidentiality agreements and data protection policies

Train on cybersecurity best practices and company-specific security protocols

Review procedures for reporting and addressing compliance or ethical concerns

Integration into the Team

Set up meetings with key team members and stakeholders

Involve the new employee in ongoing projects and meetings

Plan a team lunch or social event to facilitate informal bonding

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Employee Onboarding Checklist

Pre-Onboarding

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

First Day Formalities

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

Training and Development

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

IT and Security Setup

Create email and other relevant accounts for communication

Provide access to necessary legal databases and software tools

Explain cybersecurity protocols and privacy policies

Administrative Setup

Issue security badge and keys to the office

Order business cards and nameplate, if applicable

Setup voicemail and provide instructions for phone system

Compliance and Ethics

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

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Employee Onboarding Checklist

Pre-Onboarding

Send out welcome email with details about the first day

Prepare employee handbook and relevant policy documents

Set up work email and access to necessary software systems

First Day Orientation

Conduct office tour and introduce to the team

Review job description, expectations, and performance metrics

Complete necessary HR paperwork and tax forms

Training and Development

Schedule mandatory training sessions for company protocols and safety

Assign a mentor or buddy for the first few weeks

Provide schedule for ongoing training and professional development opportunities

IT and Equipment Setup

Issue necessary equipment (laptop, phone, ID badge, etc.)

Provide login credentials and set up workstation

Ensure proper setup of communication tools and access to network resources

Compliance and Safety

Review safety procedures and emergency exits

Complete any industry-specific compliance training

Verify all required licenses and certifications are up-to-date

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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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Employee Onboarding Checklist

Pre-Onboarding Preparation

Prepare and send welcome email with necessary information

Set up employee's workstation and technology

Create employee's email and accounts for necessary software

Prepare onboarding documents and employee handbook

Schedule initial meetings with key team members

First Day Orientation

Greet new employee and provide office tour

Introduce to team and key stakeholders

Review company culture, mission, and values

Complete necessary HR paperwork and forms

Set up and explain work tools and software

Training and Development

Provide marketing department overview and key processes

Assign a mentor or buddy for guidance

Schedule training sessions for marketing tools and platforms

Discuss initial projects and expectations

Set up regular check-ins and feedback sessions

Compliance and Policies

Review company policies and procedures

Explain security protocols and data privacy

Go over intellectual property and confidentiality agreements

Discuss social media and communication guidelines

Ensure completion of compliance training modules

Integration and Engagement

Encourage participation in team meetings and activities

Introduce to cross-functional teams and collaborative projects

Set up access to internal communication channels

Discuss career development and growth opportunities

Gather feedback on onboarding experience for improvements

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Employee Onboarding Checklist

Account Setup

Create Active Directory account

Assign appropriate group memberships

Set up email account

Configure multi-factor authentication

Create VPN account

Access Provisioning

Grant access to required applications

Set up shared drive permissions

Configure access to internal wikis and documentation

Assign software licenses

Provision access to cloud services

Hardware and Software Allocation

Allocate and configure workstation

Install necessary software

Set up user profiles and preferences

Ensure network connectivity

Deploy and configure mobile devices

Security Training

Complete cybersecurity awareness training

Review acceptable use policy

Understand data protection protocols

Learn about phishing and social engineering

Familiarize with incident reporting procedures

Orientation and Resources

Introduce to team and key contacts

Provide organizational chart

Review company policies and procedures

Discuss role-specific responsibilities

Set up initial meetings with stakeholders

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Employee Onboarding Checklist

Pre-Employment Preparation

Verify background checks and references

Prepare employment contract and offer letter

Set up new hire in HR system

Schedule orientation and training sessions

Prepare welcome package and company materials

First Day Essentials

Greet and introduce new hire to team

Provide office tour and workplace guidelines

Issue employee ID, access cards, and keys

Set up workstation and necessary equipment

Review company policies and employee handbook

Initial Training and Onboarding

Conduct role-specific training sessions

Introduce to key company software and tools

Set up meetings with department heads

Outline job responsibilities and performance expectations

Schedule regular check-ins with manager and mentor

Compliance and Security

Complete mandatory compliance training

Review data protection and privacy policies

Set up multi-factor authentication

Explain cybersecurity protocols and best practices

Ensure understanding of financial regulations and standards

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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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Employee Onboarding Checklist

Pre-Employment Preparation

Verify employment eligibility and legal documentation

Prepare and send offer letter and employment contract

Set up employee's workspace and equipment

Create employee profile in HR and payroll systems

Schedule orientation and training sessions

First Day Orientation

Welcome and introduce the employee to the team

Review company policies and procedures

Conduct safety and emergency protocol briefing

Provide an overview of job responsibilities and expectations

Assist with setting up access to company systems and tools

Training and Development

Enroll employee in mandatory compliance training

Arrange on-the-job training with a mentor or supervisor

Schedule regular check-ins for feedback and support

Provide resources for skill development and career growth

Set goals for the probationary period and beyond

Facilities and Operations Tour

Guide the employee through the manufacturing plant

Show key operational areas and equipment

Introduce the employee to team leaders and department heads

Explain production processes and workflow

Discuss safety measures and personal protective equipment usage

Integration and Engagement

Organize a team lunch or casual meet-and-greet

Introduce employee to company culture and values

Encourage participation in company events and activities

Provide information about employee resource groups

Set up regular meetings with manager to discuss progress

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employee onboarding checklist

Pre-Employment Documentation

Collect signed offer letter

Verify background check completion

Ensure all tax forms are submitted

Obtain signed confidentiality agreement

Submit employee details for system access

First Day Orientation

Welcome meeting with HR

Provide office tour and introduce to team

Issue company ID and access card

Review employee handbook

Set up workstation and IT equipment

Role-Specific Training

Schedule training sessions with department mentor

Review role-specific compliance requirements

Provide access to necessary software and tools

Discuss role expectations and key performance indicators

Arrange shadowing opportunities with experienced colleagues

Benefits Enrollment

Explain health insurance options and enrollment deadlines

Review retirement savings plans

Discuss employee wellness programs

Provide information on company stock options

Ensure completion of benefits enrollment forms

Ongoing Support and Feedback

Schedule regular check-ins with manager

Assign a peer mentor for guidance

Set up access to employee support resources

Provide information on company culture initiatives

Collect initial feedback on onboarding process

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Onboarding New Remote Employees

WELCOMING REMOTE EMPLOYEES

Send a welcome email wishing the new hires all the best with their new career at your organization.

Conduct an online meeting to give an overview of the organization, how it started, where it is heading, the culture, organizational chart, work ethics, as well as the HR policies and procedures.

Give a virtual tour of your office showcasing the facilities available to the new hires when physical work resumes.

ORIENTING THE NEW HIRES

Schedule a video conference to introduce the new hires to their team members.

Bonus tip: Make sure to allow quality time for the new hires to speak and connect with their colleagues.

Arrange a one-to-one session with the immediate supervisor and the HR Manager.

Bonus tip: The initial meeting could focus on understanding the new hires better so that the orientation program could be customized to enhance its effectiveness.

Review the onboarding schedule with the new hires to ensure they are prepared for it.

Discuss the career objectives, communication preferences, working styles, and the challenges faced by the new hires.

Explain the sources of support available to the new employees to perform their job successfully along with their contact details.

ROLE CLARIFICATION

Clearly explain the tasks, duties, and responsibilities of the remote work position.

Introduce the first assignment and give them a chance to attempt simple tasks.

Bonus tip: Start with simple assignments and go over them step by step. This will make them more doable and interesting, thereby uplifting the confidence of the new hires.

Communicate precisely what your organization expects from the new hires.

NEW HIRE TRAINING

Commence the online training sessions to enhance job-related knowledge and skills.

Bonus tip: You can get different organizational members to conduct the training so that the new employees would not get bored. This would also grant the new hires an opportunity to meet and interact with different employees.

Provide specific tasks to complete at the end of each training program with the opportunity to receive feedback from the trainer.

TASK DELEGATION

Assign work to the new hires with deadlines to complete.

Provide a comprehensive and precise overview of the performance review process including the measurement criteria and the Key Performance Indicators (KPIs).

Assign a mentor to support the new hires with job-related tasks and to address any challenges they might face in adjusting to the organization.

Devise a networking plan that matches the personality of the remote employees. Below are some ideas that you can consider.

An in-person event with the team such as a dinner, or a coffee out.

Virtual team-building games.

Job rotation across departments.

PERFORMANCE APPRAISAL

Have regular manager check-in meetings to examine and assess the new hires’ job fit and organizational fit.

Communicate the impact that new hire’s responsibilities have on the organizational outcomes.

Have a formal interview to provide constructive feedback to the new hires and to review the performance objectives.

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