[[New Hire]] Onboarding Checklist

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[[New Hire]] Onboarding Checklist

Reference Info

Name:

⁠

Preferred first name:

⁠

Pronouns:

⁠

Personal email:

⁠

Job title:

⁠

Hiring manager:

⁠

Hiring manager email:

⁠

Recruiter name:

⁠

Recruiter email:

⁠

Onboarding buddy name:

⁠

Onboarding Buddy email:

⁠

Department:

Select Department

⁠

Start Date:

Thu, Jul 4

⁠

Work email:

[ ]

⁠

(if blank, populate

here⁠

)

Link to offer letter:

⁠

See offer letter

⁠

(if blank, populate

here⁠

)

As soon as possible after offer letter is signed

Create a copy of this template:

Replace the placeholder text in the title to the new hire’s name. You will need to update the title of 3 different pages:

⁠

Share this checklist with the Hiring Manager, Onboarding Buddy, and other members of the hiring team.

Offer letter is filed in new personnel file in HR drive. How-to video

here⁠

⁠

Personnel Folders⁠

⁠

Once the offer letter has been uploaded, please put the URL here:

⁠

Send

Welcome Email to New Hire⁠

, to the new hire’s personal email with the hiring manager on copy: This email includes a description of all the steps to be completed prior to the first day, including background checks.

Create Gusto Profile

⁠

How to create a new profile in Gusto⁠

⁠

Initiate background check and Gusto profile.

⁠

How to order a background check in Checkr⁠

⁠

Order laptop

from standard equipment menu⁠

Send request to Hiring Manager to populate

New Hire Onboarding Sheet⁠

Requires the following information:

New hire full name:

[ ]

⁠

Position Title:

[ ]

⁠

Hiring Manager:

[ ]

⁠

Onboarding buddy name:

[ ]

⁠

Department:

⁠

I-9 inspector and meeting date:

[ ]

⁠

Hiring Manager meeting time:

[ ]

⁠

Onboarding buddy meeting time:

[ ]

⁠

Goals:

First week

⁠

[ ]

⁠

[ ]

⁠

First month

⁠

[ ]

⁠

[ ]

⁠

90 days

⁠

[ ]

⁠

[ ]

⁠

Coffee Chat connections, titles, and emails

⁠

[ ]

⁠

[ ]

⁠

[ ]

⁠

Set reminders using the table below. For more about reminders, click

3 days from today: Background check

1 week from start

Create app accounts

Finalize

New Hire Onboarding Sheet⁠

⁠

Gently nudge your team with duty reminders over Slack. Customize your reminder under the Message column options by clicking on Edit compose content. To put your messages on autopilot, set up an

automation⁠

⁠

Clear sample data

⁠

Duties

Duties

Duty

Slack channel

Check background check status

demo

Set up software accounts

demo

Schedule onboarding meetings

demo

There are no rows in this table

⁠

Schedule

Schedule

Date

Owner

Duty

Send reminder

Message

Wed, Aug 7

Check background check status

Remind

Wed, Aug 14

Set up software accounts

Remind

Wed, Aug 21

Schedule onboarding meetings

Remind

There are no rows in this table

⁠

1 week prior to start

Create software accounts:

⁠

Slack

Add to Google Groups

all@

memos@

department-specific groups

Marketing

marketing@

hello@

Administrative

billing@

info@

invoices@

admin@

Recruiting

careers@

jobs@

Github

Notify Sam to create key fob.

Notify Sam

⁠

Set up first day meetings

I-9 with

⁠

Orientation meetings with

⁠

[ ]

⁠

[ ]

⁠

Send

First day prep email⁠

to personal email with the hiring manager and Pepe LePew

Send

Onboarding Map Email⁠

: 1st day - send new hire the onboarding plan sheet.

First day

I-9 documents viewed on-site within 3 business days.

Reference Info

As soon as possible after offer letter is signed

Duties

Schedule

1 week prior to start

First day

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