Onboarding a new hire while juggling your other responsibilities can be a challenge. Use this checklist to make sure you aren't forgetting anything important!
April 17, 2024

Use This Template 10-Step Checklist When You Onboard Your Next New Recruit

Onboarding a new hire while juggling your other responsibilities can be a challenge. Use this checklist to make sure you aren't forgetting anything important!

Cover all your bases when you hire your next new employee with this onboarding checklist.

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In this article:

We've all been there: it's Friday afternoon, you have a new hire starting first thing on Monday, and you haven't designed their onboarding plan yet. But don't worry, with this 10-step checklist you'll be on your way to a great new hire experience in no time!

10 steps to remember when you're onboarding a new employee

1. Welcome

Create a warm and welcoming environment for the new hire, starting with an introduction to the team and a tour of the workplace.

2. Team Culture

Introduce the team culture, values, and company mission to the new hire, and explain how their role fits into the larger picture. Consider a team personality test like TeamDynamics to help orient them to the team's ways of working and how they can best communicate and collaborate with their new team members.

3. Tools and Equipment

Ensure that the new hire has all the necessary tools and equipment to perform their job, such as computers, software, and access to systems.


4. Performance Expectations‍

Clearly define the performance expectations for the new hire, including goals, metrics, and timelines.

5. Training‍

Provide comprehensive training on the job responsibilities, processes, and tools that the new hire will need to succeed.

6. Benefits and Policies‍

Review the company benefits and policies with the new hire, including health insurance, paid time off, and company procedures.

7. Mentorship‍

Assign a mentor or buddy to the new hire, someone who can provide guidance and support as they acclimate to their new role and the company.

8. Feedback and Recognition‍

Set up a system for providing regular feedback and recognition to the new hire, to ensure that they feel supported and valued.

9. Socialization‍

Encourage the new hire to socialize with the team and participate in team-building activities, to build camaraderie and a sense of belonging.

10. Follow-up‍

Check in with the new hire regularly, especially during the first few weeks, to ensure that they are settling in and have everything they need to succeed.


P.S. Are you looking for an example agenda for a new employee's first week? Get a template calendar of activities to include over a new hire's first 5 days on the job.

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