The Manager's Checklist for Onboarding New Hires

By Robert Half September 10, 2015 at 1:56pm

How would you rate your company's employee onboarding process? Use this checklist to make sure you're properly welcoming and preparing new employees.

As an employer, your work isn't done once you've hired a new team member. It's also your responsibility to make the employee feel comfortable and get him or her up to speed on projects. After all, it's not until a new employee is acclimated to the role and organization that the person can really fit in and make contributions.

According to an OfficeTeam survey, most HR managers feel their companies are doing a good job of onboarding new employees: 50 percent polled felt their company’s onboarding process was very effective and 42 percent said somewhat effective.

Yet, more than half of employees interviewed said they’ve experienced a mishap when starting a new job. One-third of those surveyed noted their computer, phone or security access wasn’t properly set up on their first day, while 22 percent said they weren't given the necessary supplies to start projects or tasks. (See the infographic below for the full survey results.)

What can you do to help new employees get off to a smooth start? Review this onboarding checklist!

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New-employee onboarding checklist

Before the employee arrives, send a welcome email to team members and alert the receptionist.

  • Coordinate building security access, if necessary.
  • Stock the desk with essential supplies and equipment, such as pens, a notebook, computer and phone, so they can get started on projects and tasks.
  • Make sure the employee can get into the network, voicemail and email.
  • Create a schedule for the new hire's first few days.
  • Put the person's name on his or her cube/office.
  • Have business cards ready, if possible.
  • On the first day, introduce the employee to coworkers around the office.
  • Consider scheduling a welcome lunch so the new employee can meet team members.
  • Provide a tour of the building.
  • Schedule an orientation to review the employee handbook, company history and policies.
  • Allow time to complete any required HR paperwork.
  • Assign a buddy or mentor to help with onboarding.
  • Spend time discussing the position’s goals and responsibilities.
  • Organize training sessions on office equipment, programs and procedures for the role.
  • Regularly check in with the employee during the first few months and encourage them to ask questions.
An infographic featuring results of an OfficeTeam survey of workers and managers about onboarding new staff

This post has been updated to reflect more current information.

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