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The human resource department will create an employee onboarding checklist to prepare new hires for their new position. The goal of an onboarding process is to communicate the company’s culture, history, and mission. An HR managers will also go through job expectations and provide basic training.
HR also uses a new employee onboarding checklist to document the onboarding process, as it is legally necessary to have records of an employee’s W-4 and I-9 forms.
An effective employee onboarding checklist template must ensure that the onboarding process includes everything new employees will need for their daily work. A successfully planned onboarding process consists of 3 phases: (1) Preparation, (2) the first day on the job, and (3) continued onboarding. With a checklist, you can cover each of these phases seamlessly.
The onboarding of new employees starts long before the first day of work. In the preparation phase (preboarding), you need to take care of all preparations before the new employee starts working for you. It's all about taking care of formalities, preparing the workplace, and working out the induction plan. This preparation part of your new employee onboarding checklist should include the following items:
From the beginning, the company should make a good impression. The new employee should feel comfortable in their new workplace. Therefore, the following six points should be observed:
Employee onboarding should start on time on the first day. It is important that the employee responsible for onboarding the new hire has time to do the role properly, such as presenting them for greetings and introductions with the rest of the team. The new employee must not fall to the wayside amidst everyday mental stress in the workplace. In any case, HR should determine who will pick the new employee up from reception and who will take over introductions.
The team supervisor should do the first official greeting, so the new employee feels immediately valued. In an initial conversation, the following you can discuss the following:
At the very least, you should introduce the new hire to his direct colleagues on his first working day. You can follow this up with a company tour, so he knows where everything is located and can better orient himself.
Most new employees are eager to get started, but the following still need to be covered before the new hire can begin work in earnest:
On the first day and throughout the first week, new co-workers should be actively integrated into the team. Lunches and breaks together are ideal for getting to know each other.
At the end of the first working day, the supervisor should once again seek conversation with the newcomer. The following questions can be clarified:
Now, you can discuss the onboarding plan for the coming days and weeks if you have not already done so.
Employee onboarding is not completed after the first working day comes to a close. The familiarization phase extends over the entire probationary period. Therefore, you can include an elaborated onboarding plan in the checklist along with a detailed schedule. Don’t miss the following points in your checklist:
Step by step, the new employee assumes all duties and responsibilities for their position.
In larger companies, it is worthwhile to organize introductory events for new employees so they can get to know the different departments and teams better.
A new addition usually changes the team dynamic. In order for the team to emerge stronger from the period of change, various team-building measures (team coaching, indoor or outdoor activities) can be scheduled.
Agreeing on work goals helps both parties set expectations for the new hire's work.
To avoid unpleasant surprises for both parties at the end of the probationary period, regular feedback talks should be held.
A good onboarding process promotes employee engagement, cooperation, and retention. As the company grows, it becomes increasingly difficult to maintain a high-quality level of onboarding. The use of a Lumiform digital employee onboarding checklist helps in this situation.
With Lumiform's mobile app, you can perform onboarding processes easily via tablet or smartphone - online or offline. Use the desktop software to create a new hire checklist and later analyze the collected data. This allows you to optimize the orientation process and create a consistent, high-quality onboarding experience. Digitize your internal employee onboarding checklists with Lumiform: