Transcription of Onboarding checklist
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Onboarding checklist
Onboarding checklistThis Onboarding checklist will help ensure your new hires are set up for success in their new role, and will make sure you don t miss any critical steps. Be sure to begin the Onboarding process at least one week before your new employee s start signed job acceptanceConfirm start dateSend new employee welcome emailFirst engagement1 / 3 Tax forms ( , W-4 or W-9)Employment contractNon-disclosure, non-compete or other legal documentsEmployee handbookBenefits literatureJob descriptionPrepare new hire paperworkComputer (including keyboard, mouse, etc.)PhoneAccess to shared devices (printer, copier, fax machine, etc.)Mobile phone, tablet, or other additional job-specific devicesProcure devices and equipmentWiFi accessVoicemailEmailTime clock systemAccess to CRM, project management software, or other job-specific technologyPut in request for security clearance (if applicable)Add employee to relevant email distribution listsSet up accounts and create loginsReserve an office, cubicle or workstationEnsure space has a desk, chair or other necessary office furnitureProvide necessary office suppliesProvide a branded welcome kit (if applicable)Set up workspaceGreet new employeeProvide card, badge or other security assetsPerform building tourIntroduce new hire to teamSend new hire announcement emailSchedule team
This onboarding checklist will help ensure your new hires are set up for success in ... First day 2 / 3. 3 / 3 Complete all remaining new hire paperwork ... Schedule 30-day check-in Schedule 60-day check-in Schedule 90-day check-in Schedule check-in …
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