New Hire Onboarding
by NeatTick · Used 0 times
Onboard a new hire in four phases, from before day one through the first 90 days.
This is a community list. Start a checklist to check items off or edit them.
Before day one
- Send the offer letter and get it signed
- Collect Form I-9 and W-4 paperwork
- Set up payroll and direct deposit
- Order the laptop and equipment
- Create email and system accounts
- Assign an onboarding buddy
- Send a welcome email with the first-day time, place, and schedule
- Prepare the desk, or ship equipment to a remote hire
Day one
- Welcome them and introduce the team
- Walk through tools and sign in to every account
- Review the employee handbook and key policies
- Take them to lunch or host a virtual coffee
First week
- Add them to team channels and recurring meetings
- Complete required security and compliance training
- Explain benefits enrollment and deadlines
- Hold a 1:1 to set expectations
- Give them a small first task
First 30-90 days
- Agree on 30-60-90 day goals
- Schedule regular 1:1s
- Hold a 30-day check-in
- Ask for feedback on the onboarding