Onboarding Checklist Template

  • Phase 1: Pre-onboarding. The first phase of onboarding, also called pre-onboarding, begins as soon as a candidate accepts your offer and continues until their first day of joining.
  • Phase 2: Welcoming new hires.
  • Phase 3: Role-specific training.
  • Phase 4: Easing the transition to their new role.
  • Final thoughts.
  • What is an onboarding checklist?

    An onboarding checklist is a way for hiring managers to organize the steps involved in guiding new hires through their first days and months at a company. The checklist ensures that each critical stage of the new hire onboarding process is complete. It provides a starting point for procedures specific to a job role.

    What should be included in an onboarding document?

  • Form W-4 for federal income tax withholding.
  • Form I-9 to identify individuals authorized to work in the US.
  • Job application form.
  • Register with state employment agencies.
  • Drug testing records.
  • Payroll records.
  • Employee handbook signature page.
  • What are onboarding activities?

    Onboarding activities involve materials, meetings, and gestures that are designed to engage new employees right after they've signed their offer letter. via

    What is a good onboarding process?

    A: Some onboarding process best practices include encouraging hiring managers to take ownership of the candidate's experience, providing opportunities for new employees to build key relationships, and articulating heartfelt excitement to have the new employee on your team. via

    What makes a great onboarding program?

    Depending on your company's size and needs, a successful onboarding program will likely include orientation, job-specific training, introductions, culture acclimation and follow-ups. And it all starts the second a new hire commits to the job. via

    What are onboarding forms?

    This typically involves a welcome email that includes your offer letter, new hire paperwork and company policy documents. This is typically followed by a phone call to review the forms, set expectations and familiarize the employee with the process. via

    How do you create an onboarding document?

  • Make sure your team knows they're arriving and have the hiring manager ready to greet them.
  • Formally welcome them to the team and make introductions.
  • Take a tour of the office.
  • Start their training material workflow.
  • Have them scheduled to meet with management to revisit expectations.
  • Review company culture.
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    How do I write onboarding documents?

  • Articulate the work scope, objectives and key responsibilities — let them know your expectations and their responsibilities.
  • Set the work schedule — during your first meeting talk about the team's schedule, recurring meetings etc.
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    What is new hire checklist?

    A new hire onboarding checklist helps managers and HR make sure they are covering all the necessary steps to prepare for onboarding a new employee and guiding them through the process of becoming part of a successful team. via

    What do employers look for in new hires?

    Top 10 Skills/Qualities Employers Seek:

    Ability to verbally communicate with persons inside and outside the organization. Ability to work in a team structure. Ability to make decisions and solve problems. Ability to plan, organize, and prioritize work. via

    How long is onboarding process?

    How Long Should The Onboarding Process Take? Generally speaking, the onboarding process should take at least 3 months. HR professionals and Hiring Managers generally agree that 3 months is the minimum amount of time it should take to onboard new employees. via

    What should I do before onboarding?

    How to onboard your next new hire before their first day

  • See your new hire at least once before their start date.
  • Get the paperwork done before they start.
  • Send them swag.
  • Assign an onboarding buddy and introduce them before the first day.
  • Announce their arrival with a personal touch.
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    What are the steps of the new hire training process?

  • Offer alternative teaching styles.
  • Make a personal connection.
  • Offer plenty of opportunities for questions.
  • Offer an online option.
  • Provide supplemental resources.
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    Images for Onboarding Checklist Template

  • Releasing the offer. Employee onboarding process starts right after the recruitment phase.
  • Offer acceptance.
  • Waiting period.
  • The day of joining.
  • Coordinating with other departments.
  • Training and orientation.
  • The first quarter.
  • Onboarding activities involve materials, meetings, and gestures that are designed to engage new employees right after they've signed their offer letter.