Before the new hire’s first day
The onboarding plan starts way before your new hire’s start date and directly after they’ve accepted the job offer.
The quicker you are to process all their information and get all the onboarding tasks ready, the more confident they’ll feel about joining your business and starting their new job.
Here’s roughly what your new hire checklist should include – you can of course cut or add to it depending on your situation:
Send contract and have it signed
Order office access and fob
Inform payroll of new hire
Invite to company meetings
Assign an onboarding buddy
Book introduction meetings with key people in the business
Book probation meeting in advance
You can also choose to download a Google Doc version of this checklist to make it your own, convert it into PDF or download it under whatever format you feel is the right one. Simply click the link below.
Of course, getting an employee onboarding checklist template is important, but you won’t be the only person involved in the process.
Bear in mind that you’ll have to account for the new hire’s manager, their coworkers, the IT team and anyone who needs to help you set up an effective onboarding experience.
Perhaps that’s where automation can come in to help. With onboarding software like CharlieHR, for example, you can create checklists from scratch, assign them to coworkers and set a due date – they get automatic reminders so there’s never a need to chase.
Maybe have a look for yourself and start a free trial today.