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  • Writer's pictureiBrainy Team

17 Steps for employee onboarding - checklist template

An employee onboarding checklist template comes in handy when there are new arrivals to the company. By following a structured onboarding process, you can ensure that the employee has all the information and resources he needs to succeed in the new role and become a productive member of the team.

Table of content:

  1. Introduction

  2. Why is the new employee onboarding process crucial for both the organization and the employee?

  3. New employee onboarding checklist template divided by the first day, First week, and first month

  4. 17 Steps For successful employee onboarding - the full checklist


As a new employee, starting a new job can be overwhelming. Not only are you trying to learn the ropes and get up to speed with

Your new role, but you must also navigate your new organization's different processes and procedures.

In this blog post, we'll explore the steps that should be included in a new employee onboarding checklist template and how you can use it to make the employee transition into the new job as smooth and successful as possible.

Why is the new employee onboarding process crucial for both the organization and the employee?

New employee onboarding is a crucial process for both the organization and the employee because it helps to ensure a smooth transition for the new employee into their role and the organization as a whole.

For the organization, a well-structured onboarding process can help to reduce employee turnover, increase productivity, and improve employee satisfaction. It allows the organization to provide the necessary training and support to the new employee, which helps them to understand their job duties, company policies, and culture. This helps the new employee become more effective in their role and contribute to the organization's success. Also, it helps managers to manage better.

For the employee, a comprehensive onboarding framework helps to reduce anxiety and uncertainty about their new role and the organization. It allows the employee to ask questions, get clarification on their responsibilities, and feel supported as they learn and adapt to their new environment. This helps the employee feel more confident and comfortable in their new role, leading to higher job satisfaction and retention.

The new employee onboarding process is a crucial part of the employee-employer relationship and can significantly impact the organization's and employee's success and productivity.

New employee onboarding checklist template divided by the first day, First week, and first month:

First Day:

  • Welcome and introduction to the team.

  • Review of company policies and procedures.

  • Tour of the office and introduction to key staff members.

  • Set up email and computer access.

First Week:

  • Review of job duties and responsibilities.

  • Training on specific tasks and systems.

  • Shadowing a team member to observe work processes.

  • Participation in team meetings.

First Month:

  • Continued training and onboarding.

  • Review of company culture and values.

  • Participation in company events and activities.

  • Check-ins with the supervisor to discuss progress and address any questions or concerns.

  • Introduction to company benefits and perks.

17 Steps For successful employee onboarding - the full checklist

1. Pre-arrival preparation:

  • Send a welcome email or letter to the new employee, introducing them to the team and the company.

  • Provide information about the company culture, mission, and values.

  • Set up the employee's workstation and email, including any necessary equipment and supplies and access to all relevant software.

  • Ensure that the employee has access to necessary resources, such as company policies and procedures, employee handbooks, and training materials.

2. Orientation:

  • Complete the paperwork and sign any necessary documents.

  • Schedule an orientation session with the new employee to provide an overview of the company and the employee's role.

  • Introduce the new employee to their supervisor, team members, and other colleagues.

  • Provide a tour of the facility and highlight important locations, such as restrooms, break rooms, and emergency exits.

  • Review company policies and procedures, including dress code, attendance expectations, and code of conduct.

3. Set performance expectations and goals for a new employee in your organization:

  • Set clear expectations for effective onboarding.

  • Meet all deadlines and deliverables on time.

  • Demonstrate a strong work ethic and take ownership of your tasks and responsibilities.

  • Communicate effectively with your team and manager, seeking help or clarification.

  • Follow all company policies and procedures.

  • Continuously seek out opportunities for learning and development.

  • Maintain a positive attitude and contribute to a respectful and collaborative work environment.

4. Training:

Training and learning are important for new employees in an organization as they help them become more productive and effective in their roles. Here are some steps that can help ensure a successful training and learning experience for a new employee:

  • Clearly define the learning objectives: It's important to clearly understand what the new employee needs to learn and what they need to do as a result of the training. This will help guide the training content and ensure that the employee is able to meet the expectations of their role.

  • Provide a thorough orientation: A specific orientation can help new employees feel welcomed and more comfortable in their new role. This can include information about the company's culture, policies, procedures, and introductions to coworkers and other resources.

  • Use a variety of training methods: Different people learn in different ways, so it's essential to use a variety of training methods to reach all learners. This can include in-person training, online courses, video training, and hands-on practice.

  • Provide ongoing support and feedback: Training doesn't end after the initial training period. Provide ongoing support and feedback to the new employee to help them continue to learn and grow in their role. This can include regular check-ins, access to resources, and opportunities for further training.

  • Encourage collaboration and networking: Encourage new employees to connect with their coworkers and seek out opportunities to collaborate and learn from others in the organization. This can help them build relationships and gain valuable insights and knowledge.

5. Assigning tasks and responsibilities:

  • Clearly outline the new employee's duties and responsibilities, including any deadlines or objectives.

  • Provide necessary resources and support to help the employee succeed in their role.

6. Communication:

  • Encourage open and frequent communication between new employees and supervisors or team members.

  • Provide feedback and support to help the employee adjust to their new role and address any questions or concerns they may have.

  • Use employee communication apps like iBrainy to streamline communication, updates, messages, and chats. This is extra important with remote, frontline, and deskless employees.

7. Integration:

  • Help the new employee integrate into the team and company culture by providing opportunities for socializing and networking.

  • Encourage the new employee to ask questions and seek feedback from their colleagues and supervisor.

8. Performance review:

  • Schedule regular performance reviews with the new employee to discuss their progress and provide feedback.

  • Identify any areas for improvement and provide support to help the employee succeed in their role.

9. Career development and future promotion possibilities :

  • Discuss career development opportunities with the new employee and provide support for professional growth.

  • This may include training, mentorship, or job shadowing opportunities.

10. Employee benefits:

  • Review the employee's benefits package with them and provide information about any additional resources or support available, such as employee assistance programs or wellness initiatives.

11. Company culture:

  • Encourage the new employee to get involved in company events and activities to help them feel more connected to the company culture.

  • Provide information about any employee resource groups or other opportunities for involvement.

12. Feedback and suggestions:

  • Encourage the new employee to provide feedback and suggestions for improving processes or the overall work environment.

  • Consider implementing any helpful suggestions or ideas.

13. Onboarding survey:

  • Administer an onboarding survey to gather feedback from the new employee about their experience during the onboarding process.

  • Use this feedback to identify areas for improvement and make necessary changes to the onboarding process.

14. Integration into company culture:

  • Help the new employee understand and integrate into the company culture by providing information about company values, mission, and vision.

  • Encourage the new employee to participate in company events and activities to get to know their colleagues and feel more connected to the company.

15. Set up a mentor or buddy system at work for new employee

  • Identify potential mentors or buddies: Consider individuals who are skilled in their roles and understand the company's policies and culture well. Look for employees with a positive attitude and willingness to share their knowledge and experience with others.

  • Assign mentors or buddies to new employees: Consider matching mentors or buddies based on their areas of expertise or the new employee's job role. Make sure to communicate the purpose of the mentor or buddy system to both the mentor/buddy and the new employee.

  • Establish expectations and guidelines for the mentor or buddy relationship: Set clear expectations for the frequency and duration of mentorship or buddy meetings. Determine the goals and objectives for the mentor or buddy relationship. Establish guidelines for communication and feedback.

  • Monitor and evaluate the mentor or buddy relationship: Check in with both the mentor/buddy and the new employee regularly to ensure that the relationship is working well and meeting the needs of both parties. Consider conducting surveys or gathering feedback to assess the effectiveness of the mentor or buddy system. Make adjustments as needed to improve the mentor or buddy relationship.

16. Providing support:

  • Provide ongoing support and guidance to the new employee as they adjust to their new role and the company culture.

  • Encourage open communication and provide feedback to help the employee succeed in their role.

17. Continual learning:

  • Encourage the new employee to continue learning and growing in their role by providing access to training and development resources.

  • Consider offering job shadowing or mentorship as suggested above.

  • Encourage the employee to seek feedback and ask for help: The new employee mustn't be afraid to ask for feedback from their manager or coworkers and be open to constructive criticism. He should ask for guidance or clarification if he doesn't understand something or needs help.

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