Prepare for new employees

Get ready for new employees

and fast track your new hire orientation

Process Guide for HR & Managers - New Hire Preparation

This document is a Process Guide for HR and Hiring Managers. It outlines what needs to be done to prepare for new employees - before they arrive and on their first day.  Also refer to New Hire Checklist for Administrators

Preview & download it


This process guide for HR & managers is used to prepare for new employees and is so much more than a simple checklist. It's used to tie together the Who, What, When, Where, and Why of bringing a new employee into your company, before they arrive and on their first day. It tells staff in each preparation role what’s expected of them, what to do when, how to do it, and what tools to use.  It eliminates duplication, ambiguity and makes them accountable, and eliminates the excuse, “I didn’t know I was supposed to do that.” 

The guide for preparing for new employees includes the following content: 


About this process

Supporting documents

Prepare for New Hire – HR

Step 1.     Remove job posting

Step 2.     Set up employee files

Step 3.     Communicate administrative preparation tasks

Step 4.     Prepare for probationary period

Step 5.     Prepare for Orientation meeting

Prepare for New Hire – Manager

Step 1.     Confirm logistical needs

Step 2.     Announce new hire to Company

Step 3.     Prepare for first day

Step 4.     Prepare for probationary period

First Day – HR

Step 1.     Meet with new hire

Step 2.     Process paperwork

First Day – Manager

Step 1.     Welcome new hire

Step 2.     Set expectations for working together

Step 3.     Assign work

Step 4.     Identify skill gaps

Step 5.     Touch base

Why use it

  • To ensure new hires have a consistent, positive experience on their first day at your company.
  • To ensure managers understand what they are responsible for when preparing for a new hire's first day.

What you risk by not using this document

  • Staff can make assumptions and miss important steps.
  • Your company is exposed to risks associated with non-compliance to employment legislation.

Can I preview & download this HR template?

You bet.  To preview, just click on the blue file names below

Guide for HR & Managers - Prepare for New Employees

Download it for FREE!
Limited Time Bonus.  Get an additional 5 of our most popular HR Templates for free!

Which HR kit is it included in?

This Process Guide for HR & Managers is used with the Orientation & Onboarding Kit.


Click image to view full size



  • ...Finally!  A straightforward and comprehensive HR toolkit that makes sense for small businesses...
    Dana Murray | President, Prospec | Seattle, WA
  • "Rather than wasting countless hours reinventing the wheel, a lot of the leg work is done for you. Worth checking out. A real help if you need to get HR best practices in place in a short amount of time."

    Martina Page | Human Resources, ARC’Teryx
  • "...Comprehensive, well-written and creative… provided us with a new perspective on what kind of best practices we should be implementing for existing and new employees... great value with instant return on investment."

    George Reznik | Chief Operating Officer & CFO, Infowave Software
  • “...As an HR Professional, the toolkit is an indispensable resource. It includes templates I would never have thought to include for HR best practices..."

    Cyndy Ruiz | Principal HR Consultant, CRL & Associates | Seattle, WA
  • "...In a small business, best HR practices are sometimes not implemented due to a lack of resources or HR knowledge. With ConnectsUs products, we were able to implement them quickly and easily."

    Chris Breikss | President, 6S Marketing Inc. | New York, New York
  • "...Never before have I seen a product that so easily and completely supports the creation of HR practices. Don't reinvent the wheel - buy one of the best wheels invented to take your small business forward..."

    Patti Sheehan | Principal, Puget Sound People Solutions | Seattle, WA