Staff Onboarding Checklist
New employee onboarding is the process of getting new hires adjusted to the social and performance aspects of their new jobs quickly and smoothly. It is the process through which new hires learn the attitudes, knowledge, skills, and behaviors required to function effectively within an organization. Ensure a smooth introduction to the workplace with this general purpose template for new staff onboarding.
How often should this be used?
Ad hoc as required.
Ad hoc as required.
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Staff Onboarding
Before the first day
Send a personal welcome message
Ensure supporting infrastructure has been ordered and provisioned
Prepare employees first work assignment
Prepare welcome packet - lunch and parking options, how to get supplies, setup voicemail etc
Select employee sponsor/buddy
First Day
Share mission and values
Introduce employee to sponsor/buddy
Orient employee to organisation
Explain your management style and preferences
Send introductory email to staff and introduce in person where appropriate
Review lunch, breaks and leave requirements
First Week
Set job scope and performance expectations
Discuss how work is routed and assigned
Assign meaningful work
Communicate resources or networks required
Ensure inclusion on email distribution lists
Introduce to key business partners/leaders
Take employee to lunch
First 90 Days
Provide essential training
Monitor performance and provide feedback
Obtain feedback from other staff/peers
Make time for periodic one on one sessions
First Year
Provide formal and informal feedback on performance
Create employee development plan
Recognize positive employee contributions
