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HR & Manager Guide - Onboarding New Employees
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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.
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