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