Set up general onboarding workflow or customise one based on employee's team, department or position. Below are examples of tasks to include in a general onboarding workflow.
Before the first day
- Discuss role, goals & projects with the direct manager
- Add the employee to the organisational chart
- Prepare employees workstation
- Create an account, for example CakeHR, company email, Slack etc. and provide access
- Prepare benefit package
- Complete all new hire forms
- Prepare for new hire training
- Prepare your new hire paperwork - For example, employment agreement, A non-disclosure agreement etc.
- Prepare your new hire's tech - For example, laptop, mobile, screen, headsets etc.
Order business cards and/or a desk nameplate
- Arrange for new employee ID card or building access fob
- Arrange for parking access, if needed
- Send your new hire a welcome email telling them what to expect. Include maps, meeting details, etc.
A new hire's first day
- Welcome to the team and office tour
- Provide employee handbook and answer any questions employee may have
- Review all policies, such as safety and security policies
- Introduce to company culture
- Meet to check over the paperwork
- Arrange lunch with some of key team members
A new hire's first week
- Review employee performance evaluations and set goals;
- Give an employee any initial assignments;
- Check that the equipment assigned to the employee is functioning and answer related questions.
A new hire's first month
- Provide feedback
- Ask feedback - if you have the Performance module enabled, you can use Surveys for this task
- Review past and upcoming assignments.
After probation period
- Ask for feedback on your onboarding process (if you have Performance module enabled, you can use Surveys for this task);
- Feedback on direct manager;
- Feedback from the direct manager on a new hire (if you have Performance module enabled, you can use Feedback for this task);
- Set future performance and development goals.