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E M P L O Y E E O N B O A R D I N G
Y O U R Q U I C K - S T A R T G U I D E T O E M P L O Y E E S U C C E S S .
Checklist
PRE-BOARDING
Objectives: to inform everybody in the office of a new employee’s arrival; to prepare workstation and resources; to ensure all the items of onboarding program are in place.
Agenda: Assignedto:
r Submithireorchangetransaction.r Callemployee:
o Confirmstartdateandtime,meetingplace,commutingoptions,dresscode,necessarydocuments.
o ClarifyITrequirements.o Notifyoftheonboardingbuddy’sname.o Providethefirst-dayscheduleandactivities.
r Addmeetingarrangementswithcriticalpeopletoemployee’scalendar.r Createapersonalemployeeonboardingplanwithaparticularfocusonthefirsttwoweeks.
Connecting: Assignedto:
r Informtheemployeesinpersonorbye-mailofthenewhirearrival.Includethestartdate,role,bio.
r Fixmeetingswithcriticalpeople.r Appointandinstructabuddy.r Arrangeforlunchwiththebuddyonthefirstdayorthroughoutthefirstweek.r Plananofficetour.
WorkSpace: Assignedto:
r Ensurethatthenewperson’sworkspaceisassignedandthenecessaryofficesuppliesarereadyuponarrival.
r Provideanameplateontheirdeskasawelcominggesture.r Arrangeforthesecuritybadge,keyorotherfacilitytobedelivered.r Assembleawelcomepacketincluding:
o Jobdescription.o Officemap.o Parkingandtransportationdetails.o Contactlist.o Missionandvaluesinformation.
Technologyandtools: Assignedto:
r ContactITDepartmentaboutthenecessaryequipmentandsoftware.r Getthesystemsetup.r Configurenewemployee’semailaccount.r Setupphonesystem,leaveinstructionsforvoicemailoranyothertools.
Job-SpecificTraining: Assignedto:
r EnrollthenewhireintheNewEmployeeOrientationprogram.r Makearrangementsonthenecessarytrainingforthejob.
1stDAY
Objectives: to create a welcoming atmosphere; to ensure that the first day is a compelling and valuable experience giving a kick-start to the new employee’s successful career with the organization.
Agenda: Assignedto:
r Gothroughthefirsttwoweeksofemployeeonboardingplan.r Confirmthenecessarytrainingandpointoutwhichskillsneeddevelopment.r Reviewjobdescription,briefonresponsibilitiesandexpectations.r Informtheemployeeonthecompany’smission,vision,objectivesandhowtheirrolefitsintothe
generalpattern.r Dwellonregulationsforbeinglateorabsent,vacationprocedures,overtimeandflexi-time
policies.
Connecting: Assignedto:
r Welcomethenewhirepersonallyandpresentthemtothedepartmentandotheremployees.r Introducethebuddy,whowilltakethenewemployeetolunch,tourthemaroundtheofficeand
providepertinentinformation.r ShowthemtotheHRdepartmentforpaperworkcompletionetc.
WorkSpace: Assignedto:
r Showtheirworkspaceandotherfacilities.r Confirmthattheyobtainallthenecessarycards/keys/passes/stickers/IDs.r Providelistingsofnamesandphonenumbers.r Instructthemonhowtoactincaseofemergency.
Technologyandtools: Assignedto:
r Ensurethatalltheequipmentisconnectedandfunctional,passwordsandaccessarereceived.r InstructthenewemployeeonhowtosetuptheirPCandvoicemail.
Job-SpecificTraining: Assignedto:
r Reviewtime,placeandnamesofpeopleresponsibleforthenewhiretraining.
1stWEEK
Objectives: to maintain 1st day’s enthusiasm and ensure there is meaningful work together with well-planned developmental procedures. To instill cultural awareness, motivate and engage the new hire, thus contributing to their prompt alignment.
Agenda: Assignedto:
r Givethenewemployeetheirfirstpersonalassignment.r Getintouchonadailybasistogetfeedbackfromthenewhireandprovideassistance.r Reviewtheemployee’sonboardingplan.Scheduleregularone-to-onemeetingswithimportant
stakeholders.r ArrangefortheCEOorotherseniorexecutivetomeetthenewhire.r Providepertinentcontextforraisingawarenessofthecompany’sguidingprinciples,culture,
mission,andvision.r Discussthedepartmentstrategicplanforthefollowingmonthandthehire’sroleinit.r Goovertheemployee’sjobresponsibilitiesindetailandexplainjobexpectations.r Mentiontheimportanceofprobationaryperiod(ifapplicable).
Connecting: Assignedto:
r Introducethenewhiretotheofficecomputernetworkandencouragecommunication.r Createopportunitiesforthenewperson’sinteractionwiththeteam.r Discusscommunicationstyleandpreferencesinaddressingpeopleofdifferentorganizational
levels(emailsvs.telephone,opendoorvs.scheduledmeetings).
Technologyandtools: Assignedto:
r Verifythatalltheequipmentisfunctionalandthenewpersonknowshowtouseallthetoolsproperly.Eliminateanyproblems.
r ReviewNewHireChecklisttoensurethatallthepaperworkandlegalprocedureshavebeencompleted.Provideassistanceshouldtheneedarise.
r Stresstheneedforregularcheck-insandtwo-wayfeedback.
Job-SpecificTraining: Assignedto:
r Reviewtrainingschedule.Addressanyneeds.Provideinformationaboutadditionalresources.r Determinethejob-anddepartment-specificlearningassignmentsthenewhirewillhaveto
completeoverthefollowingmonth.
1stMONTH
Objectives: to speed the new employee’s development by providing resources, support, and follow-through; to facilitate engagement and help build up sound working relationships.
Agenda: Assignedto:
r Discussthefirstprojectaccomplishmentandassigntheemployeealargertask.r Scheduleandconductregularmeetingsforcheck-ins,feedback,andcounseling.r Discussandrevisetheemployeedevelopmentplan.Addresstheneedsathand.r Clarifyhowtheemployee’sperformancewillbemeasuredanddiscusstheprocedureofreviewing.r Explaincompensationpolicy.r Begininvitingthemtokeymeetings.
Connecting: Assignedto:
r Introducethenewhiretobroadercommunity.r Gooverthelistofcriticalpeopletheystillneedtomeet.r Getfeedbackfromthebuddyandplanfurthercollaboration.
Technologyandtools: Assignedto:
r Ensurethecomputerandothersystemsarebeingusedproperly.
Job-SpecificTraining: Assignedto:
r VerifythenewemployeehasaccomplishedtheOrientationprogramandisreceivingallthenecessarytraining.
r Ensurethattheemployeehascompletedthegivenlearningassignments.Providefeedback.r Plananewassignmentandschedulethetimeforthecheck-in.
90DAYS
Objectives: to perform critical assessment of the new employee’s progress and provide remedial instruction. To give enough support and encouragement; to ensure there is room for further development.
Agenda: Assignedto:
r Performaninformal90-days’check-in.Giveconfidentialfeedback.r Goovershortandlong-termperformanceobjectives.r Outlineanewsetofchallengingtasks.
Connecting: Assignedto:
r Atthispoint,itispertinenttoinvolvetheemployeeinagroupproject.r Suggestattendingkeymeetingstolearnaboutthecompany’sstrategicpointsandthestyle.r Arrangethenewemployeeandthebuddyjointmeetingforcheck-in.
Job-SpecificTraining: Assignedto:
r Discusstheemployee’sfeedbackonNewEmployeeOrientation.r Examinethestateofongoingtraining.r Suggesttheopportunitiesoffurtherlearning(open-sourcecourses,tuition,HRprograms).
1stYEAR
Objectives: to ensure the employee has accomplished their alignment with the organization and fully fits their new role in terms of compliance, culture, clarification, and connection. To receive evidence of their complete autonomy and sound engagement with the company; to register their ability to show adequate performance and conduct.
Agenda: Assignedto:
r Reviewtheemployee’sprogressprivatelyafter6-monthand1-yearcheck-ins.r Admitpositivesidesandgiveappraisal.r Outlinethechallengesthatneedtobeattendedto.r Discusstheprospectsandoptionsoffurtheremployment.r Elicittheemployee’sopinionofthebenefitsanddownsidesoftheonboardingprocess.
Connecting: Assignedto:
r Providecontextsfortheemployee’scommunicationoutsidetheirjobresponsibilities.r Arrangeacollaborativemeetingwiththeemployeeandthebuddytodiscussandelicitfeedback.
Job-SpecificTraining: Assignedto:
r Determinetheareasoffurtherprofessionaldevelopmentandarrangeforthepertinenttraining.
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