IC-HR-Onboarding-Plan-Checklist-Template_Google_Sheets

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2	HR ONBOARDING PLAN CHECKLIST TEMPLATE				https://www.smartsheet.com/try-it?trp=11590&utm_source=integrated-content&utm_campaign=/content/hr-project-plan-template&utm_medium=HR+Onboarding+Plan+Checklist+google+sheets+11590&lpa=HR+Onboarding+Plan+Checklist+google+sheets+11590&lx=PFpZZjisDNTS-Ddigi3MyABAgeTPLDIL8TQRu558b7w
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4	PROCESS MONITOR / MENTOR	PREPARATORY		ORIENTATION		INTEGRATION
5	PROCESS MONITOR / MENTOR	UPON HIRE DECISION	PRIOR TO START DATE	FIRST DAY(S)	FIRST WEEK(S)	END OF FIRST THREE MONTHS	END OF FIRST SIX MONTHS	END OF FIRST YEAR	END OF TRIAL PERIOD (if applicable)
6	MANAGER	Create new hire schedule	Add/invite to existing meetings	Welcome upon arrival	Ask how first weeks went	Assess progress	Performance review	Performance review	Celebrate end of trail period status
7		Designate coworker / peer resource	Call to confirm start date and time	Guide to work station / office	Assist with any questions	Make any further introductions	Review short and long-term goals	Review short and long-term goals	Schedule annual performance review
8		Discuss relocation, if applicable	Create welcome packet	Deliver prepared welcome packet	Review training schedule	Identify and address learning needs	Answer any questions	Answer any questions	Answer any questions
9		Identify HR point of contact	Inform department, HR, and IT	Discuss break / meal policies	Review all technology functionality	Make any responsibility adjustments			Reassess goals
10			Schedule any pertinent training	Discuss trial period, if applicable	Touch base with peer resource	Introduce increasingly complex projects
11				Introduce to designated peer resource	Discuss current projects
12				Confirm receipt/functionality of passkeys	Review company mission statement
13					Identify and address learning needs
14	OFFICE ADMINISTRATOR	Submit technology requests	Secure work area / station	Provide company structure sheet
15		Order passkeys, IDs, etc.	Designate space	Provide company contact list access
16			Furniture, supplies, etc.	Provide any maps, parking passes, etc.
17			Phone installation and setup
18			Obtain nameplate, business cards, etc.
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22	HUMAN RESOURCES	Create personnel file	Confirm receipt of all recruitment docs	Connect to complete any paperwork	Review company policies			Performance review
23			Confirm offer letter receipt/acceptance	Review portal	Ask employee how first weeks went
24			Confirm background check completion	Sign offer letter, if necessary	Ask manager how first weeks went
25			Communicate business practices	Enroll in any benefits / services
26			Communicate business policies	Discuss company culture and work style
27			Enroll in new hire briefing, webinar, etc.
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30	TECHNOLOGY		Passkey order form	Review software, hardware, printers, etc.
31			Temporary access for contract new hire	Confirm email setup
32			Software acquisition	Confirm phone setup
33			Print driver setup	Review tech acceptable use policies
34			Mobile device, if applicable	Assist with online directory setup
35			Hardware setup
36			Network setup
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38	DESIGNATED COWORKER / PEER RESOURCE			Conduct tours	Periodic check-ins
39				Answer any questions
40				Offer to take to lunch
41				Make peer introductions
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43	DEPARTMENT LEAD (if applicable)
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49	CLICK HERE TO CREATE IN SMARTSHEET
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