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New Hire Employee Checklist: Your Onboarding Tasks

Gina Powell by Gina Powell
July 21, 2023
in Community
Employee Checklist

Are you aware that over six million people become new hire employees each month?

As an employer, the onboarding process is a critical step. You can ensure the success and satisfaction of your new employees. An effective onboarding experience sets the tone for their entire journey.

What should be on your new hire employee checklist? Read on for an outline of the key tasks that you can’t afford to forget.

Send the Offer Letter

Have you selected the right candidate for the position? It’s important to formalize their acceptance by sending them an offer letter. The offer letter should include the following:

  • Details about their position
  • Compensation
  • Benefits
  • Any other relevant information

This step sets the foundation for a positive onboarding experience by providing clear expectations from the start.

Coordinate the Start Date

After the offer letter gets accepted, work with the new hire to determine their start date. Consider their availability and any notice period they need to provide to their current employer. Coordinating the start date in advance allows both parties to have a seamless transition.

Prepare the Necessary Paperwork

Prior to the new hire’s start date, gather all the necessary paperwork for them to complete. This may include the following:

  • Tax forms
  • Employment agreements
  • Confidentiality agreements
  • Any other legal documents required by your organization or local regulations

Providing these documents in advance allows the new employee to review and complete them at their own pace. This reduces stress on their first day.

Set Up Their Workspace and Equipment

Ensure that the new hire’s workspace is clean and organized. It should be equipped with all the necessary tools they’ll need to do their job. This could include providing them with the following:

  • A computer
  • Phone
  • Access cards
  • Any other relevant technology

Having their workspace ready demonstrates your readiness to support their success.

Notify the Team

Inform the relevant teams and individuals about the new hire’s start date and role. This allows colleagues to prepare for their arrival and allocate resources if necessary.

You can schedule any introductory meetings or training sessions. A warm and inclusive welcome from the team can go a long way in making the new employee feel valued.

Assign a Buddy or Mentor

A mentor can answer questions and help them acclimate to the company culture. This person should be knowledgeable about the company’s operations. They also have to be willing to invest time and effort in the new employee’s success.

Develop an Onboarding Experience Plan

Create a detailed onboarding checklist that outlines the new hire’s first week, month, and beyond. Include the following:

  • Key milestones
  • Training sessions
  • Meetings with key stakeholders
  • Any other activities that’ll help them become familiar with their responsibilities

You can click for more if you’re working with a global team.

This New Hire Employee Checklist Will Reduce Your Stress

You need to have these tasks on your new hire employee onboarding checklist. You’ll be able to create a positive and productive experience.

Want to brush up on the latest business news? Click through our blog.

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Gina Powell

Gina Powell

Gina Powell is a professional writer who specializes in writing about health, travel and the environment. She has a particular interest in helping people make more sustainable choices in their everyday lives. She is always exploring new ways to improve her skills as a writer. In her spare time, she enjoys reading, hiking and spending time with her family and friends.

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