Set up general onboarding workflow or customise one based on employee's team, department or position. Below are examples of tasks to include in a general onboarding workflow.
Before the first day
Discuss role, goals & projects with the direct manager
Add the employee to the organisational chart
Prepare employees workstation
Create an account, for example Sage HR, company email, Slack etc. and provide access
Prepare benefit package
Complete all new hire forms
Prepare for new hire training
Prepare your new hire paperwork - For example, employment agreement, A non-disclosure agreement etc.
Prepare your new hire's tech - For example, laptop, mobile, screen, headsets etc.
Order business cards and/or a desk nameplate
Arrange for new employee ID card or building access fob
Arrange for parking access, if needed
Send your new hire a welcome email telling them what to expect. Include maps, meeting details, etc.
A new hire's first day
Welcome to the team and office tour
Provide employee handbook and answer any questions employee may have
Review all policies, such as safety and security policies
Introduce to company culture
Meet to check over the paperwork
Arrange lunch with some of key team members
A new hire's first week
Review employee performance evaluations and set goals;
Give an employee any initial assignments;
Check that the equipment assigned to the employee is functioning and answer related questions.
A new hire's first month
Ask feedback - if you have the Performance module enabled, you can use Surveys for this task
Review past and upcoming assignments.
After probation period
Ask for feedback on your onboarding process (if you have Performance module enabled, you can use Surveys for this task);
Feedback on direct manager;
Feedback from the direct manager on a new hire (if you have Performance module enabled, you can use Feedback for this task);
Set future performance and development goals.