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IC HR Onboarding Plan Checklist 11590

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32 views26 pages

IC HR Onboarding Plan Checklist 11590

Uploaded by

sweettoxic2020
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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HR ONBOARDING PLAN CHECKLIST TEMPLATE

PREPARATORY ORIENTATION INTEGRATION


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)

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

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

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

Identify HR point of contact Inform department, HR, and IT Discuss break / meal policies Review all technology functionality Make any responsibility adjustments Reassess goals
MANAGER
Schedule any pertinent training Discuss trial period, if applicable Touch base with peer resource Introduce increasingly complex projects

Introduce to designated peer resource Discuss current projects

Confirm receipt/functionality of passkeys Review company mission statement

Identify and address learning needs

Submit technology requests Secure work area / station Provide company structure sheet

Order passkeys, IDs, etc. Designate space Provide company contact list access

Furniture, supplies, etc. Provide any maps, parking passes, etc.

Phone installation and setup


OFFICE
ADMINISTRATOR
Obtain nameplate, business cards, etc.

Create personnel file Confirm receipt of all recruitment docs Connect to complete any paperwork Review company policies Performance review

Confirm offer letter receipt/acceptance Review portal Ask employee how first weeks went

Confirm background check completion Sign offer letter, if necessary Ask manager how first weeks went

Communicate business practices Enroll in any benefits / services


HUMAN
RESOURCES
Communicate business policies Discuss company culture and work style

Enroll in new hire briefing, webinar, etc.

Passkey order form Review software, hardware, printers, etc.

Temporary access for contract new hire Confirm email setup

Software acquisition Confirm phone setup

Print driver setup Review tech acceptable use policies


TECHNOLOGY
Mobile device, if applicable Assist with online directory setup

Hardware setup

Network setup

Conduct tours Periodic check-ins

Answer any questions


DESIGNATED
COWORKER / Offer to take to lunch
PEER RESOURCE
Make peer introductions

DEPARTMENT
LEAD (if
applicable)
HR ONBOARDING PLAN CHECKLIST TEMPLAT

PREPARATORY
PROCESS
MONITOR /
MENTOR UPON HIRE DECISION

MANAGER

OFFICE
ADMINISTRATOR

HUMAN
RESOURCES
HUMAN
RESOURCES

TECHNOLOGY

DESIGNATED
COWORKER /
PEER RESOURCE

DEPARTMENT
LEAD (if
applicable)
DEPARTMENT
LEAD (if
applicable)
HECKLIST TEMPLATE

PREPARATORY

PRIOR TO START DATE


CL
ORIENTATION

FIRST DAY(S)
CLICK HERE TO CREATE I
ORIENTATION

FIRST WEEK(S)
CLICK HERE TO CREATE IN SMARTSHEET
INTEGR

END OF FIRST THREE MONTHS


ATE IN SMARTSHEET
INTEGRATION

END OF FIRST SIX MONTHS


INTEGRATION

END OF FIRST YEAR


END OF TRIAL PERIOD (if applicable)
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