Onboarding — the process of turning new hires into happy, productive employees — might start with getting your employee onboarding packet signed, but it doesn’t end there. It takes time to get your employees acclimated to your company’s processes and culture, and ready to take on a full workload.
Smart HR managers have figured out that 90 days is the sweet spot, when most employees stop considering your company “a new job” and begin to make it “their job.” As a result, it’s common for recruiters and HR departments to have a 90-day plan for new hires, to make sure the onboarding process goes as smoothly as possible. To help, we’ve developed a list of common tasks that may arise throughout the onboarding process. Use this new hire onboarding checklist as a resource to help develop the right plan to introduce your company and your culture.
Before the first day
- Task 1: Set up your new hire’s work space.
- Task 2: Develop and distribute your orientation schedule.
- Task 3: Get all your onboarding documents signed online.
Likewise, take a good long look at your onboarding paperwork — documents like your employee handbook, non-disclosure agreements and IRS Form W-4. If you put off getting these signed until the day your employees start work, you’re burdening their first day with frustrating, mundane tasks. Use e-signatures instead, and your new hires can review and complete them at home at their own pace.
On the first day
- Task 1: Send out a welcome email.
- Task 2: Meet with key co-workers and staff.
- Task 3: Give a welcoming gift.
In the first week
- Task 1: Schedule time for orientation and training.
- Task 2: Give your new hire a small project.
- Task 3: Organize a social mixer.
In the first month
- Task 1: Ramp up to normal workload.
- Task 2: Have an initial check-in review.
In the first 90 days
- Task 1: Initiate and complete one major project.
- Task 2: Follow-up and gather feedback on your onboarding process.