Free Post-Hiring Employee Checklist

Post-Hiring Employee Checklist

1. Pre-Onboarding Preparation

• Send Offer Letter: Confirm acceptance and clarify the start date.

• Prepare Workspace: Set up a desk, equipment, and supplies.

• Create User Accounts: Set up email, software access, and any necessary accounts.

• Organize Orientation Materials: Prepare handbook, training materials, and schedules.

2. First Day

• Welcome Email: Send a welcome message with first-day details and a contact point.

• Orientation Session: Hold a formal orientation on company policies, procedures, and culture.

• Introduce Team Members: Introduce colleagues and key stakeholders.

• Provide Employee Handbook: Review essential policies and procedures.

3. Initial Training

• Role-Specific Training: Plan role-specific training sessions for the new employee.

• Assign a Mentor or Buddy: Mentor the new hire.

• Set Up Performance Goals: Discuss initial performance expectations and objectives.

4. Administrative Tasks

• Complete HR Documentation: Complete all required forms.

• Benefits Enrollment: Assist with enrolling in benefits, if applicable.

• Compliance Training: Schedule any required compliance or safety training.

5. Follow-Up

• Schedule Check-Ins: Schedule regular check-ins for questions or concerns.

• Solicit Feedback: Seek feedback on the onboarding process after one week/month.

• Review Progress: Conduct a one-month performance review to assess integration and satisfaction.

6. Long-Term Development

• Professional Development Plan: Explore further training and growth opportunities in the company.

• Set Annual Goals: Collaborate on setting longer-term goals for career development.

Notes

• Customize this checklist based on your company's specific onboarding policies and the nature of the position.

• Ensure that the checklist is distributed to relevant departments (HR, IT, Facilities) for seamless onboarding.

Checklist Templates @ Template.net