A Winning
19-Step Employee Onboarding Checklist.
Part 1: Pre-boarding
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It sounds like something you’d do before hopping on a plane, so perhaps that travel industry is a good place for inspiration.
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Airlines get in touch regularly, send you the links and documents to make checking in easy, and they’re available for questions before your flight.
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Apply these principles to your onboarding checklist and it will feel like a seriously smooth take-off.
Download your onboarding checklist here.
1. A warm welcome email.
2. Send useful resources ahead of day one.
3. Complete all forms and paperwork.
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4. Set them up on your payroll.
5. Create their internal email.
6. Create a schedule and arrange meetings for the first week or two.
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7. Introduce them to the rest of your team.
8. Set up their workstation and equipment.
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9. Give people access to a central, self-service place for resources.
10. Set clear feedback channels from the get-go.
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Part 2: Day one onwards
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By now, you’ve set the foundations for a great welcome – it’s time to seal the deal by delivering on everything you’ve offered and promised so far!
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11. The office tour (or intro to hybrid/remote working).
12. Introductions.
13. Sign any remaining paperwork.
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14. Explain the benefits and policies.
15. Touch base on the expectations.
16. Connect them with the right resources and people.
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17. Schedule regular check-ins.
18. Get social and create space to build bonds.
19. Collect feedback.
Download your onboarding checklist here.
Download your own winning onboarding checklist here