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Employee Onboarding Checklist
15
Flashcards
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Pre-Onboarding Paperwork
Collect necessary documents such as tax forms, employment agreements, and direct deposit information prior to the start date.
Onboarding Survey
Conduct a survey or interview with the new hire to gather insights about their onboarding experience and ways to improve the process.
Benefit Enrollment
Guide the new employee through the benefit options available and the enrollment process.
Welcome Email
Send a personalized email to the new employee containing information about the first day, company culture, and what to expect.
Introduction to Team
Arrange a session for the new hire to meet their immediate team members and understand their roles.
Professional Development Plan
Discuss and plan for the employee's growth and career development within the company.
Company Culture Overview
Introduce the company’s mission, vision, values, and expectations to help the new hire align with the organizational culture.
Product or Service Training
Educate the newcomer about the products or services offered by the company, including any necessary training materials or demos.
Feedback and Evaluation
Create a mechanism for the new employee to receive constructive feedback and to share their onboarding experience for continuous improvement.
Mentor or Buddy System
Assign a mentor or buddy to guide the new employee through the onboarding process and provide support as they adjust to the new workplace.
Performance Expectations
Clearly communicate job responsibilities, performance goals and the performance review process.
Workspace Setup
Prepare the new hire’s workspace with necessary equipment, login credentials, and access cards.
Onboarding Schedule
Outline a structured onboarding schedule for the first week including orientation sessions, training, and meet-and-greets.
Compliance Training
Ensure the employee understands legal and ethical standards applicable to their role and the industry, including anti-discrimination and harassment policies.
IT Security Training
Provide training on the company’s IT security policies, confidentiality agreements, and the proper use of technology resources.
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