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Onboarding!
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TimelineActivityOwnerDone?
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One month to one week in advance of joining
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Offer Letter
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Benefits Overview
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Send welcome letter
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Assign required reading (if any)
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Sign policies
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Enter employee info into HR system
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Order office or work area key; create ID card
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Order business cards
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Create email & send credentials
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Grant access to any tools and create relevant accounts
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Prepare Benefits package
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Discuss role, goals and projects with supervisor/manager
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Prepare employee's workstation (desk, phone, etc.)
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Provide a job description
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Welcome letter (start date, time, dress code, any additional info)
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Welcome package (employee guide, important documents to read)
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Team updates (if any changes since interviews)
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Meeting Invitations & List Serves - fwd recurring invitations and make sure on appropriate list serves
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First Day
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Team Welcome lunch
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Assign a buddy! Make sure new employee knows they can ask buddy any questions
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Office Tour
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Give employee key/access card
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Work station - desk, equipment
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Take out to lunch
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Account set up / technology
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Discuss role, goals and projects with supervisor/manager
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Debrief at end of day - any outstanding questions?
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First week
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Introductions - introductory meetings / calls with key people
- Share list of key stakeholders in the organization
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Team overview - review of org charts, who's who.
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Review Recent Key Deliverables and answer questions; share other background material (e.g., strategy decks)
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Review Existing Projects
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Assign first project (ideally first day)
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Explain expectations for the first month
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Plan check-in meetings/debriefs
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Assign a mentor
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Team lunches - schedule lunches for the week.
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End of week debrief - answer outstanding questions
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First month
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Employee creates individual development plan
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Required training sessions
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Meeting with Mentor
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Meet for informal first-month performance check-in
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Personalized long list of people that new person should meet / get to know
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Collect feedback on Onboarding Process
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