Streamline the onboarding process for a new employee with a digital checklist that you can access anytime, anywhere.
Use this employee onboarding checklist template to welcome new workers in an organized way.Download template
This is a comprehensive checklist to facilitate the entry process for employees.Download template
Use this onboarding checklist template to introduce new employees to the work in your company.Download template
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An onboarding process for employees refers to a new employee checklist created by a company's human resources department to prepare newly hired employees for work. The aim is to communicate the company's culture, history and mission, explain the expectations of the job and provide basic training.
An employee onboarding checklist is also used to record and check all the necessary documents of the new employee and to have the complete onboarding process confirmed.
An effective employee onboarding checklist 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 the phases perfectly, and always know what to do.
The onboarding of new employees starts long before the first day of work. In the preparation phase (preboarding) you take care of everything that should be done 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 part of your new employee onboarding checklist should include the following items:
1. Arrange formalities
2. Maintain contact
3. Arrange workplace
4. Develop onboarding plan
5. Inform colleagues
From the beginning, the company should make a good impression. The new employee should feel comfortable at their new workplace. Therefore, the following six points should be observed in any case:
Employee onboarding should start on time on the first day. It is important that the responsible employee also has time and the greeting does not fall under the table in the work stress. In any case, it should be determined who will pick up the new employee at the reception and who will take over the first greeting.
2. Conversation with supervisors
The official greeting should be done by the supervisor, so the new employee feels immediately valued. In an initial conversation, the following can be discussed:
3. Round of introductions and tour of the company
At least the direct colleagues should be introduced on the first working day. This can be followed by a tour of the company, so that he knows where everything is located and can better orient themselves.
4. Familiarization with the new workplace
Most eagerly new employees are on their workplace. Here the following things should be done during onboarding:
5. Lunch and breaks
On the first day and throughout the first week, new co-workers should be actively integrated into the group of colleagues. Lunches and breaks together are ideal for getting to know each other.
6. Final meeting
At the end of the first working day, the supervisor should once again seek the conversation with the newcomer. The following questions can be clarified:
Now the further familiarization plan for the next days and weeks can also be discussed, if this has not already been done.
Employee onboarding is not over with the first working day. The familiarization phase extends over the entire probationary period. Therefore, an elaborated onboarding plan with a schedule belongs to the onboarding process and in the employee onboarding checklist. These points should not be missing here:
1. Take over tasks and responsibilities
Step by step, the new employee assumes all duties and responsibilities for their position.
2. Attend introductory events
In larger companies, it is worthwhile to organize introductory events for new employees so that they can get to know the different departments and teams better.
3. Encourage team building
A new addition usually changes the dynamics in the team. 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 taken.
4. Setting goals
Agreeing on work goals helps both parties to set expectations for the new hire's work.
5. Conduct feedback sessions
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 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: