ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
ONBOARDING PLAN TEMPLATE
2
3
PROCESS MONITOR / MENTORPREPARATORYORIENTATIONINTEGRATION
4
UPON HIRE DECISIONPRIOR TO START DATEFIRST DAY(S)FIRST WEEK(S)END OF FIRST THREE MONTHSEND OF FIRST SIX MONTHSEND OF FIRST YEAREND OF TRIAL PERIOD (if applicable)
5
MANAGERCreate new hire scheduleAdd/invite to existing meetingsWelcome upon arrival Ask how first weeks wentAssess progressPerformance reviewPerformance reviewCelebrate end of trail period status
6
Designate coworker / peer resourceCall to confirm start date and timeGuide to work station / officeAssist with any questionsMake any further introductionsReview short and long-term goalsReview short and long-term goalsSchedule annual performance review
7
Discuss relocation, if applicableCreate welcome packetDeliver prepared welcome packetReview training scheduleIdentify and address learning needsAnswer any questionsAnswer any questionsAnswer any questions
8
Identify HR point of contactInform department, HR, and ITDiscuss break / meal policiesReview all technology functionalityMake any responsibility adjustmentsReassess goals
9
Schedule any pertinent trainingDiscuss trial period, if applicableTouch base with peer resourceIntroduce increasingly complex projects
10
Introduce to designated peer resourceDiscuss current projects
11
Confirm receipt/functionality of passkeysReview company mission statement
12
Identify and address learning needs
13
OFFICE ADMINISTRATORSubmit technology requestsSecure work area / stationProvide company structure sheet
14
Order passkeys, IDs, etc.Designate spaceProvide company contact list access
15
Furniture, supplies, etc.Provide any maps, parking passes, etc.
16
Phone installation and setup
17
Obtain nameplate, business cards, etc.
18
19
20
21
HUMAN RESOURCESCreate personnel fileConfirm receipt of all recruitment docsConnect to complete any paperworkReview company policiesPerformance review
22
Confirm offer letter receipt/acceptanceReview portalAsk employee how first weeks went
23
Confirm background check completionSign offer letter, if necessaryAsk manager how first weeks went
24
Communicate business practicesEnroll in any benefits / services
25
Communicate business policiesDiscuss company culture and work style
26
Enroll in new hire briefing, webinar, etc.
27
28
29
TECHNOLOGYPasskey order formReview software, hardware, printers, etc.
30
Temporary access for contract new hireConfirm email setup
31
Software acquisitionConfirm phone setup
32
Print driver setupReview tech acceptable use policies
33
Mobile device, if applicableAssist with online directory setup
34
Hardware setup
35
Network setup
36
37
DESIGNATED COWORKER / PEER RESOURCEConduct toursPeriodic check-ins
38
Answer any questions
39
Offer to take to lunch
40
Make peer introductions
41
42
DEPARTMENT LEAD (if applicable)
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100