How To Create Employee Onboarding Guide Checklist

Get the ultimate guide to creating an employee onboarding process with this easy-to-follow checklist. Learn how to make onboarding efficient, stress-free, and engaging for all.
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1. Gather Information

Collect information about the role, company policies, and expectations from the job.

2. Create a Welcome Packet

Create a packet of information to give to the new hire that includes their job description, company policies and procedures, and any other documents they will need to understand the job.

3. Establish Onboarding Process

Establish a consistent onboarding process for all new hires. This should include a timeline, checklists, and expectations for the new hire.

4. Prepare the Workspace

Prepare the workspace for the new hire, including setting up their computer, phone, and other equipment.

5. Introduce the Team

Introduce the new hire to their team and other key personnel within the company.

6. Orientation

Provide the new hire with an orientation to the company, including an overview of the company's mission, values, and culture.

7. Training

Provide training on the job and any necessary software or systems.

8. Communication Plan

Establish a communication plan for the new hire to ensure they are kept up to date on company news and changes.

9. Performance Reviews

Establish a plan for performance reviews and feedback.

10. Evaluate

Evaluate the onboarding process and make necessary changes as needed.
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