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Expert Advice + Resources
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Expert Advice + Resources
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Your 5-Step New Employee Onboarding Checklist
SET UP YOUR NEW HIRES FOR SUCCESS FROM DAY ONE
You’ve put in the time and effort to find the right person for the job—and now it’s time to set them up for success. This requires a solid onboarding plan.
An onboarding plan is a formal process of welcoming new employees and offers a number of benefits:
To ensure that new hires have everything they need to be successful, follow this new employee onboarding checklist:
- Increases profitability by creating a strong start
- Improves retention by lowering the risk of an unsuccessful transition
- Engages the new employee by setting expectations early and often
- Ensures initial experiences are similar regardless of position or department
1. Prepare for the First Day
A smooth first day sets the tone for a positive experience. Before your new hire starts:
- Confirm Logistics: Provide clear information about parking, arrival times, and dress codes.
- Set Up Workstations: Ensure that computers, office supplies, and any necessary equipment are ready and functional.
- Organize Paperwork: Have all new hire forms and training materials prepared in advance.
- Designate a Welcome Person: Assign a friendly team member to greet the new employee and show them around.
2. Introduce Them to the Team
Making connections early on helps new hires feel welcome and integrated. During their first week:
- Team Introductions: Arrange introductions to key team members and mentors.
- Assign a Mentor: Pair them with a mentor who can provide guidance, answer questions, and help them navigate the company culture.
3. Create a Training Plan
Effective training is key to a smooth transition. Develop a detailed training plan that includes:
- Personalized Schedule: Outline tasks, goals, and who will be teaching each component of the job.
- Prepare Materials: Share the training schedule and materials in advance to help the new hire come prepared.
- Avoid Interruptions: Ensure that trainers have time blocked off to focus on training without distractions.
4. Define Clear Expectations
Setting clear expectations helps avoid confusion and sets new hires up for success. Make sure to:
- Outline Job Duties: Clearly explain their role, responsibilities, and how they contribute to the team’s objectives.
- Explain Team Dynamics: Describe how their role fits into the larger team and company structure.
- Discuss Processes: Go over key company processes and procedures, and begin assigning tasks to help them quickly start making an impact.
5. Schedule Regular Check-ins
Ongoing communication is crucial for a successful onboarding experience. Follow these guidelines:
- Daily Check-ins: Meet with the new hire daily during their first week to address any immediate questions or concerns.
- Weekly Follow-ups: Continue with weekly check-ins for the first 90 days to provide feedback, discuss progress, and reinforce support.
By following these steps, you can ensure that your new employees feel welcomed, informed, and ready to contribute to your team’s success. Happy onboarding!
