Below is a template that we use both internally and with our new hire when onboarding a new employee! Please note that this page is a preview and some features may be missing - in order to see the full version and download the template yourself, head to our Notion page here.
HOW TO USE THIS TEMPLATE
- The checklist below is for your internal onboarding tasks
- Assign each task by tagging the appropriate person (type @name on each line item)
- Find and update any
coded textto fit your company - The General Onboarding Template page linked below is the new hire-facing onboarding process/checklist. Review the instructions for that template inside the page.
- Remember this template is meant to fit you and your company, so adjust it accordingly! This template is very modular, so add, take away, and edit as you see fit.
- Delete this callout when done/ready!
Upon Hire
Send offer letter via
Docusign/HelloSign/PandaDoc/etc.Send IP Agreement via
Docusign/HelloSign/PandaDoc/etc.Two Weeks Ahead
Create accounts
Gmail
Payroll
Draft and schedule series of welcome emails:
An ecstatic welcome
Payroll login info and equipment inquiry
Intro to manager and buddy, what to expect on day one, I-9 instructions
Create unique onboarding plan (using onboarding template above)
Order equipment
Equipment | Ordered | Delivered |
Computer | ||
One Week Ahead
Invite to calendar events
First day meeting with manager on the calendar
First day all team meeting on the calendar
Put first week meeting on calendar to discuss compensation, reviews
Put first week meeting on calendar for Township housekeeping items
Put first week meetings on the calendar with manager
Any other applicable meetings/eventsCreate accounts
list accounts new hire needs to sign up forSend welcome card (and swag, if available) to arrive before first day
Share passwords and logins as needed
Add new hire to appropriate projects in
Harvest/time keeping softwareSend final welcome email with onboarding overview and checklist
First Week
Complete I-9
Share medical benefits enrollments forms, support through process
Share handbook signature page via
Docusign/HelloSign/PandaDoc/etc.Prepare for first 1-1 (use this guide)
Add bday reminder/notification into calendar
Set up benefits
List applicable benefits to set upFirst Three Months
Check on new hire's progress of onboarding checklists
Write bio and upload picture onto site
Acknowledge completion of first month
Send card and small gift for completion of first three months
Intro plan for 3 months slides for Town Hall
First review with the career framework
Send onboarding feedback survey