Prepare for new employees

Onboarding New Employee Checklist & Process Guide - Free Template

Fast track your new hire orientation.

Process Guide for HR & Managers - New Hire Preparation

The HR Toolkit's  Onboarding Checklist & Process Guide specifically created for HR and Hiring Managers 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 the Template

HR & Manager Guide - Onboarding New Employees

Each MS template is professionally written & consistently formatted. Fully customizable upon download.

Download 6 Premium HR Templates
Free!

Including this one. Quick sign up  - just 3 fields.
No credit card required. Promise! 
 

Onboarding New Employees - the Checklist for Managers

This Onboarding New Employees Process Guide for HR & managers is used as a checklist to prepare for new employees. But it's 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 Onboarding Checklist & Guide for preparing for new employees includes the following content: 

Overview

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 the Onboarding Process Checklist & Guide

Use the Onboarding Process Checklist & Guide:

  • 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

If you aren't making use of an Onboarding Process Guide:

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


HR Services for Canadian Small Business

 

  • "...I wish I had this product years ago! It is an invaluable tool for time and resource-strapped HR departments to quickly turn out quality HR practices and procedures..."

    Coleen Hunter | National Director, Human Resources, PharmaSave
  • "... We had a menu of everything we could possibly need to quickly create HR best practices. The toolkit helped me understand what every small business should have in place."

    Salina Visram Landstad | Partner, Creative Spirits
  • "...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
  • "...Easy to use and cost-effective.  ConnectsUs HR toolkits has all the tools I need for developing my HR policies and procedures, and company information."

    Matthew Eichhorst | President, Expedia CruiseShipCenters
  • I just wanted to write to say that ConnectsUs HR™ for Consultants is truly a gift. I've been searching for this type of support with other service providers with no luck. The templates and Resource Center you have created are so helpful, and provide a comprehensive menu of topics, best practices and well-written content that would have taken months to create from scratch. In most cases, my clients don't want to wait long to see results. I am very thankful to have found your product that makes me look so good!

    Thank you again!

    A new and thankful customer

    Stacey Messner | Principle Consultant | staceymessner.com
  • “…I finished my first draft of the whole manual yesterday; after only 3 weeks of having your product. It would have taken me months to do the same thing by myself. THANKS A LOT FOR A WONDERFUL TOOL!...”

    Jorge O. Aviles | Arrow Energy Ltd.