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SweetProcess Templates
New Employee Onboarding Checklist
New Employee Onboarding Checklist
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1
Current checklist credentials
Form Fields
Company name, position name or job code, etc.
Provide a brief job description:
2
Create an employee file and gather the necessary personal information
e.g., I-9 form, W-4, social security number, emergency contact details
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Done by:
3
Provide employee handbook, company policies, and procedures
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Done by:
4
Conduct cyber security and safety training
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Done by:
5
Set up employee's email and IT access
e.g., computer, phone, company account, handbooks, online tools
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Done by:
6
Schedule new hire orientation, job specific orientation, and training sessions
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Done by:
7
Schedule benefits and enrollment information review meetings
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Done by:
8
Add employee to payroll and HR systems
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Done by:
9
Conduct a tour of the facility
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Done by:
10
Introduce the new employee to their team and other colleagues
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Done by:
11
Assign a mentor or buddy to every new employee
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Done by:
12
Complete any required training or certifications
Form Fields
Done by:
13
Schedule follow-up meetings to review and discuss performance expectations and set goals
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Done by:
14
Schedule follow-up meetings to ensure a smooth transition and address any issues that may arise
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Done by:
15
Evaluate and update the checklist as needed
Form Fields
16
End of a template.
