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4+ SAMPLE Employee Onboarding Checklist
What is an Employee Onboarding Checklist?
An employee onboarding checklist is a document that has a list of things that HR should do to assist employees with their first days at work. It has the details of the onboarding process. There are things that employees have to go through before being settled with their new job. They have to be introduced to the company through an employee orientation. They have to go through training to be adept with the job that they are going to have. The adjustment will be on the side of employees and HR is willing to help them to make things easier for them. It is their job to ensure that employees will be onboarded well.
To make a checklist, you should plan what you are going to put in it. Remind yourself of the onboarding process so that you will know the steps that you have to take. Whether you are going to create a remote employee onboarding checklist or a restaurant employee onboarding checklist, you have to ensure that you will not forget anything important that is needed in onboarding. Your employees may not work well if you cannot make your checklist complete. You may experience some troubles while they are on their job. You need to ascertain that you can make a complete checklist that can handle everything.
A new employee onboarding checklist is a roadmap that HR can have as they assist employees with their jobs. It can cover their tasks to send paperwork to employees and make them sign important documents. It can take care of everything so that employees will find their way on their jobs, ensuring that they can do all their tasks. You can make a checklist in Word or Excel, whatever is better for you. Or if you want, you can use a PowerPoint template so that with every slide, you can introduce everything to employees. It may not be easy to introduce to employees the internal work of the company, but through the checklist, you can have a step-by-step process.
Sample Employee Onboarding Checklist
Are you going to create an employee onboarding checklist for managers or an HR employee onboarding checklist? If you want a sample employee onboarding checklist, you can have the following to guide you:
Pre-Onboarding
- Collect the details of the employees like full name, address, email address, and mobile number.
- Make eligibility check.
- Collect tax information.
- Settle the job position. Assign employees to a department. Assign a manager.
- Gather employment details like employment status, base salary, commission, and total remuneration.
- Assign a start date.
- Check the employee’s Passport or Driver’s License.
- Gather the details of the probation period.
- Check if the employee has been terminated.
- Have medical and credit check.
- Prepare the employee contract.
- Prepare employee handbook.
- Prepare to discuss the company overview.
- Create policies in email use, social media use, and internet use.
- Create policies on attendance and code of conduct.
- Prepare the classification of confidential information.
- Make policies for dress code.
- Make a non-disclosure agreement.
- Give provisions to employees like phones, computers, software, and peripherals.
- Give the announcement email.
- Schedule team introduction.
- Include the employee in the payroll system.
- Give the company email address and login details.
- Provide the desk allocation.
- Make the employee sign the contract.
- Let the employee sign the policies.
First Week Onboarding
- Have meetings. Make calendar invites.
- Plan an office tour.
- Welcome the employee in the office banter.
- Mention upcoming events to the employee.
- Introduce the employee to the team members.
- Plan a lunch with all the team members together with the new hire.
- Adorn the desk of the new employee.
- Immerse the employee with the company culture.
First 3 Months of Employee
- Make regular weekly feedback.
- Make the employee reach a performance goal.
- Communicate for the end of the probation period.
- Gather feedback from the employee.
- Manage the probation.
- Ascertain professional development.
- Schedule regular training.
- Talk about professional opportunities.
First Anniversary of Employee
- Celebrate the employee’s anniversary.
- Make a shoutout, celebrating the milestone of the employee.
- Have performance evaluation.
- Consider the employee for salary increase.
- Get feedback for the past year.
- Re-evaluate objectives and talk about future works.
Tips on Employee Onboarding Checklist
Employees onboarding checklist is much needed so that HR can ensure that every employee will be given enough attention. You may use a new employee first-week schedule template or a free employee onboarding checklist template to ease your work if you are an HR staff. But if you want tips that you can use, you can consider the following:
How to Make an Employee Onboarding Checklist
Do you need an employee onboarding checklist template or an employee onboarding checklist example? Are you going to create an employee onboarding checklist? Well, you have to know that we have prepared some steps for you that you can use in creating a checklist. They are the following:
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Step 1: Make a Background Check
Before you can onboard an employee, you must check his or her eligibility. You must do a background check to ensure that whatever he or she has written in the resume is correct information. You should also check if the employee has any criminal record. You should also make the employee pass a drug test first before proceeding to onboard. You must do these things before you can officially hire the employee. This process is called job requisition which ensures that you will have a good employee for your company.
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Step 2: Prepare Paperwork
You should start gathering documents like tax documents, payroll details, employee forms, and different contracts and agreements. These are the paperwork needed so that the employee will become an official employee in your company. These are the documents needed for the employment of the new hire. You should also prepare the employee handbook that the new employee can review. If ever the new employee will have questions about the job, you should provide a way how he or she can reach you. You can print the job description so that you can explain it better to the new employee.
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Step 3: Provide Equipment for Work
The new employee cannot work if you will not give provision that he or she can use for the job. Equipment and devices should be given to the new employees before the day of work. Some of these provisions are computers, phones, and software. Other peripherals can also be included. These things should be prepared so they can be ready when the new employees will start working.
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Step 4: Prepare the Workstation
Aside from equipment, you should also prepare the workstation for the new employees. They deserve a good place where they can work comfortably. You can decorate the desk as a warm welcome to the employee. You should also prepare the email account and the login details of the new employees. Coordinate with the IT team so that they can provide these things for the new employee. At the new employees’ workspace, you should also provide office supplies. As much as possible, you can offer new employees a simple gift like a mug or a cup. Through this, the employee will feel welcomed in the company.
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Step 5: Conduct an Orientation
Now, it will be the time for you to introduce the company to the new employees. You should conduct an orientation that will acquaint them with the company and its core values. The new employees should know about the company culture. It can help them to fit in while they work at your company. After the orientation, you can make the new employees sign the paperwork. You can introduce an organizational chart to them to review the departments of your company.
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Step 6: Do a Building Tour
Then, you must perform a tour for the new employees. Go with them as you show them the place where they will work. Make them acquainted with the building where they will work. Guide them to their workstation. After doing this, give them a warm welcome. Introduce them to the team members. You can send them a welcome letter to their email to give them courtesy for accepting them in the workplace. Show some kindness to new employees so that they will feel at home with the company. This thing may matter because you can have a good employee if you can show them kindness even at the first time.
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Step 7: Facilitate a Training
After the new employees have been guided to their workspace, you can start to conduct training for them. Training is needed to ensure that new employees will be apt for the job that they have to do. Assign a mentor to the new employees so that there will be someone who will help them with their work. After the training, you have onboarded a new employee that can contribute well to your company.
FAQs
Is a checklist for onboarding employees important?
Yes, it is important. Onboarding employees may be a busy day for you. To not forget anything important, you should have a checklist that will remind you of everything that you have to do.
Who are in charge of onboarding new employees?
HR is in charge of onboarding new employees. They are the ones who will conduct the orientation. There are even times that they will be the ones who will conduct the training. Though most times, training is facilitated by team leaders of the department where the new employees will work.
If you are an HR staff, you should ensure that new employees will be onboarded well with their job. To ensure that you can do everything that you have to do, you need a checklist that will guide you. You can ascertain that you can do your job well. Anyway, are you looking for a template for an employee onboarding checklist? This post has 4+ SAMPLE Employee Onboarding Checklist in PDF. You are welcome to get any of these for free. Download now!