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Employee Onboarding Checklist


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Employee Onboarding Checklist Employee onboarding is a complicated enough process that requires a human resource manager to orientate a new employed worker and introduce him/her to colleagues. This Employee Onboarding Checklist is a helpful guide for HR managers and other people involved in employee orientation.

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  1. Basic Employee Onboarding Tips.
    • Be creative to give a warm welcome to your new employee.
    • Plan onboarding process in advance; never try to orientate your new employee having no action plan.
    • Use Internet to read articles and templates to learn more about employee orientation.
    • Make sure workspace of your new employee is cleaned and organized and all necessary office supplies are available.
    • Make sure workspace has necessary computer equipment and email/network/telephone access.
  2. Meeting with New Employee.
    • Purpose.
      • Provide your new employee with general advice and guidance.
      • Conduct a short presentation of your company to explain the corporate culture.
      • Answer any questions of your new employee.
      • At the end of the meeting, make sure that the employee feels productive and effective in his/her new positions.
    • Guidelines.
      • The best meeting’s time is during lunch.
      • Try to hold the meeting several times a week during 1 month – this will help you discuss non-urgent issues with your new employee and consider ideas.
      • Try to be critical when talking to your new employee – this will help you better evaluate skills and abilities of the employee.
      • As an employer, you should be confidential and never discuss information about your new employee with existing staff members – confidentiality will help you achieve best practices.
    • Sample Questions for New Employee.
      • Do you feel comfortable and effective in your new workplace?
      • Do you receive support from your new colleagues?
      • Can you say that you’re moving towards being more productive in your new workplace?
      • Can you suggest something to change your new workplace for better?
      • Are existing communications with senior management and colleagues good?
  3. Introducing New Employee to Colleagues.
    • Create and share a formal letter that announces your new employee’s arrival, his/her name, and position. In your letter, ask everybody who will interact with this employee to join you in welcoming the employee.
    • Introduce your new employee to people he/she will interact with; these people are co-workers, key management staff, heads of departments.
    • Plan to take your new worker to lunch on the first day of employment.
    • Provide your new employee with background information (names, job titles, duties) about his/her colleagues.
    • Organize a brief tour (20-30 minutes) to introduce your new employee to co-workers.
    • Provide information on your company’s department and management staff.
    • Provide necessary information about work space organization (fax, copier, telephone/voicemail use, computers, software, location of restrooms, lunchroom, break room, etc.).
  4. Introducing New Employee to Job.
    • Make a copy of a job description and give it to your new worker.
    • Discuss job responsibilities, roles and tasks.
    • Answer any questions of the employee regarding job duties.
    • Describe immediate and long-term goals with your employee and make sure he/she understands what is expected of him/her.
    • Discuss your company’s policy of handling confidential information.
  5. New Employee Training.
    • Make sure your new employee’s training schedule is ready. This schedule should be developed in accordance with existing programs and policies of your company.
    • Discuss this schedule with the employee and provide a copy.
    • Answer any questions of the employee...

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