Onboarding Checklist
Onboarding is one of the most important experiences in the employee journey. Setting up a basic onboarding process right away will help with integration, retention, and performance. Here's how to go about it.
Setup
Roles
Define who will be a part of the onboarding process to create the best new hire experience:
- Hiring Manager
- Onboarding Buddy
- People Ops Manager
Before launching onboarding program
- Divide onboarding responsibilities between the Manager, Onboarding Buddy, and other stakeholders
- Create a source-of-truth for your company's most important information in an easy-to-access place (Intranet, G-Drive, Notion, Confluence). Things to include:
- Office info: wi-fi password, address, contact information
- Handbook: Benefits, Perks, PTO policy, holiday policy, and company values
- Create message templates you'll use often during this process:
- Welcome message
- Slack introduction
- New hire introduction message to share with your team for New Hire's first day
Checklist
Before start date
Manager tasks
- Send welcome email after offer letter is sign
- Create a 30/60/90 Day Plan
People Ops Manager tasks
- Send What to expect on Day 1 email
- Create employee file and add to payroll system
- Add to recurring team and company meetings
- Schedule out new hire's first week
IT tasks
- Create email account
- Set up and ship laptop
- Add to email groups
- Add to shared calendars
- Create all other necessary accounts
On Day 1
Manager tasks
- Introduce the New Hire to the company
- Introduce New Hire to their Onboarding Buddy
New Hire tasks
- Setup laptop
- Log in to all systems
- Create employee profile
- Review employee handbook and policies
Week 1
People Ops Manager tasks
- Host trainings to give context on the company and all the teams
- Collect week one feedback
New Hire tasks
- Review 30/60/90 Day Plan and set 90 day onboarding goals with Manager
First 90 days
People Operations tasks
- Collect onboarding process feedback
New Hire tasks
- Review 90-day onboarding goals
Customer
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