How do you document an onboarding process?

Posted on by Muna Meyer

How do you document an onboarding process?

New employee onboarding checklist

  1. Warmly welcome them to the team.
  2. Include the starting date, time and location.
  3. Provide the phone number and email of their contact person.
  4. Provide a list of the documents they should bring.
  5. Include schedule breakdown of their first day.
  6. Explain the dress code, if there is one.

How do you build a new employee onboarding process?

How to create an onboarding process

  1. Step 1: The Welcome. Before their first day plan an environment that says we’re excited to have you with us and we’re ready for you to join the team.
  2. Step 2: Cultivating Connections.
  3. Step 3: Plan Meaningful Meetings.
  4. Step 4: The Buddy System.

What should an onboarding document include?

Send Them Essential Paperwork

  • Official offer letter.
  • Contract or work agreement, if necessary.
  • Employee manual/handbook outlining company policies.
  • Government/tax forms.
  • Payment details/forms.
  • Health and Benefits information, if applicable.

How do I create a new hire checklist?

Essential New Hire Checklist Steps:

  1. Submit a job requisition form to HR.
  2. Complete a background check.
  3. Review the schedule and job basics.
  4. Review job descriptions and duties.
  5. Complete all new hire forms.
  6. Prepare team introductions.
  7. Prepare their work environment.
  8. Prepare for new hire training.

What should be included in a new hire onboarding?

Some information you might consider sharing includes:

  1. An itinerary for the first week (at least)
  2. Their company email address and phone number, along with access details for your company’s communication tools.
  3. A checklist of assignments and goals for the first week (at least)

What should be on a new hire checklist?

Essential New Hire Checklist Steps:

  • Submit a job requisition form to HR.
  • Complete a background check.
  • Review the schedule and job basics.
  • Review job descriptions and duties.
  • Complete all new hire forms.
  • Prepare team introductions.
  • Prepare their work environment.
  • Prepare for new hire training.

What are examples of onboarding?

Best employee onboarding examples from experts

  • Taking the new hire around the office and introducing him/her to other employees.
  • Taking the new hire out to lunch on their first day.
  • Checking in with the new hire regularly.
  • Being available to answer all the new hire’s questions.