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OnBoarding Checklist Excel Format Template

The document outlines an onboarding template for a new employee. It includes sections for collecting employee data, reviewing HR policies and forms with the new hire, going over general administrative procedures, ensuring the employee has necessary equipment and assets, reviewing the position details and expectations, and introducing the employee to their team. The template provides a structured process for onboarding a new employee at the company.

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سعد الحميداني
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71 views

OnBoarding Checklist Excel Format Template

The document outlines an onboarding template for a new employee. It includes sections for collecting employee data, reviewing HR policies and forms with the new hire, going over general administrative procedures, ensuring the employee has necessary equipment and assets, reviewing the position details and expectations, and introducing the employee to their team. The template provides a structured process for onboarding a new employee at the company.

Uploaded by

سعد الحميداني
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Template: OnBoarding

EMPLOYEE DATA

Employee Name

Hire Date

Position at Hire Date

Direct Manager

HR Manager reviews the applicable company HR Policies with New Employee

Communication, Confidentiality, Customer orientation, Dress code, E-mail and Internet use, Emergency
Sample HR Policies: procedures, Holidays, Office hours, Overtime, Performance reviews, Personal conduct standards,
Responsibility, Safety, Security, Time and leave reporting, Transparency, Vacation and sick leave, Visitors,
…

HR Manager collects the necessary forms if this has not been completed yet

New Employee Booklet / Handbook – Acknowledgement Letter; Employee Data: ID, Bank Account,
Sample Forms Personal Information, Contact Details, University Diplomas/Degrees, etc..

HR Manager reviews general administrative procedures as applicable

Office/desk/work station, Office Keys, Mail (incoming and outgoing), Shipping (FedEx, DHL, and UPS),
Sample Procedures Purchase requests, Telephones, Business cards, Printer/Fax/Copy Centers, Meeting/Conference rooms,
Office supplies, Kitchen & Bulletin Board, Parking Vouchers, …

HR Manager to ensure that New Employee has all the necessary equipment, assets, and tools as applicable

Sample Assets/Tools IT SUPPORT to provide: Email address, Laptop, …


ACCOUNTING to provide: Company Credit Card, Phone Line

HR Manager and/or Direct Manager reviews the position details with the New Employee

Introductions to team

General company orientation

Review initial job assignments and training plans

Review performance expectations and standards

Review processes and procedures

Review job schedule and hours

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