New Hire Onboarding Checklist HR
New Hire Onboarding Checklist
Inspector: [Your Name] |
Department: Human Resource |
Category |
Check |
Item |
Preparation (1-2 Weeks Before Start Date) |
|
Send a personalized welcome email to the new hire, including their start date, reporting location, and any pre-arrival instructions. |
|
Prepare necessary documents such as the employment agreement, tax forms (W-4 and state), and I-9 form. Ensure all forms are compliant with legal requirements. |
|
Orientation Day (First Day)
|
|
Extend a warm welcome to the new hires as they arrive. Introduce them to the team and provide an overview of the day's agenda. |
|
Ensure the new hire's workspace is organized and equipped with the necessary tools, including a computer, access to relevant software, and office supplies. |
|
|
Coordinate with IT to grant the new hire access to financial systems, databases, and any restricted areas as required. |
|
First Week |
|
Provide a detailed job description, outlining their responsibilities, goals, and key performance indicators. |
|
Offer an in-depth overview of the Finance and Payroll department's structure, functions, and how it fits into the larger organizational framework. |
|
|
Explain the organization's financial processes, including budgeting, expense management, procurement, and financial reporting. |
|
|
Arrange training sessions to familiarize the new hire with financial software and tools used in the organization, such as accounting software or payroll systems. |
|
|
Clarify the company's compensation structure, including payroll cycles and benefits packages available to employees. |
|
First Month
|
|
Collaboratively establish performance goals, objectives, and expectations for the new hire's role within the department. |
|
Schedule regular one-on-one check-ins to provide guidance, address questions or concerns, and assess their progress. |
|
|
Conduct a 30-day performance review to evaluate the new hire's progress, address any issues, and provide constructive feedback. |
|
Ongoing |
|
Keep the new hire informed of relevant financial regulations, compliance requirements, and updates in the field. |
|
Encourage participation in relevant training, certifications, or professional development opportunities to enhance their financial expertise. |
|
|
Foster collaboration with other departments, particularly Human Resources and Information Technology, to ensure seamless financial operations. |
|
|
Familiarize the new hire with the organization's payroll processing schedule, procedures, and compliance standards. |
Inspected By:
____________________
[Your Name]
Onboarding Specialist