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Checklist for pre-onboarding
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The welcome email checklist
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Include job instructions in the email
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Share the joining date
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Mention the name of the reporting manager
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What documents they need to submit at the time of joining
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Any other company policy related information
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Create a schedule
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Lay out the plan for their first day in the office
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List down all the activities for the first day
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Mention the start & end time of every activity
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Inform the exising employees
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Drop a company-wide email
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Prep the designated team about the new employee separately
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Get the IT assets from the IT department
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Create accounts
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Enter the new employee's information in HRMS
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Keep their ID card ready
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Get all the necessary clearance from the security department
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Co-ordinate in opening their bank account
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For remote onboarding
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Get their welcome ready
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Add your company goodies
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Share the cost breakdown for WFH set up budget
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Send them an invitation to Slack group
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Your remote work policy document
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Checklist after 1 week of onboarding
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Organize a meet
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Set meetings with team mates
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Encourage reporting managers to introduce them to other teams
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Keep the meetings informal
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Follow up on IT & Security requirements
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Check with the employee if they have got access to tools & email ID
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Check if their ID card is active & functioning without issues
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Arrange training sessions
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Plan for training them on different tools
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Assign a mentor so that they learn quickly
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Keep a track on their progress
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For remote onboarding
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Set up a video call with rest of the team
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Arrange a separate ice-breaking group activity
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Give a personalized walkthrough of company culture
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Make them aware of asynchronous messaging tools
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Checklist after one month of onboarding
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Get their feedback
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Design a one-month experience survey
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Ask personal questions like how are they liking their team
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Add a special section where they can share their feedback
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Set a one-on-one meeting
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Set one-on-one meeting with their reporting manager
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Discuss on their experience & what can be done better
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Plan the future roadmap together
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For remote onboarding
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Implore about their work schedule & offer help if required
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Send a questionnaire to check their mental health
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Get their feedback on mentors assigned to them
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