New Employee Onboarding Template
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All Tasks

Start Date:
7/16/2020
Task Name
Items
Led by
Category
Timeframe
1
Office Walkthrough
Wifi Password
Snacks
Conference Rooms
Booking Conference Rooms
IT Closet
Onboarding Buddy
Onboarding Essentials
Day 1
2
Workspace Setup
Designate desk
Set up laptop
Submit requests for supplies to Amanda
Onboarding Buddy
Onboarding Essentials
Day 1
3
Payroll + Benefits
New Hire workflow
Verify I-9
Human Interest
(Point of Contact)
Onboarding Essentials
Week 1
4
Account Setup
Google suite
(Point of Contact)
Expensify
(Point of Contact)
Greenhouse
(Point of Contact)
Onboarding Buddy
Onboarding Essentials
Week 1
5
Current Projects Overview
Link to projects
Self
Helpful Resources and Links
Week 1
6
Team Bios
Link to team page
Self
Helpful Resources and Links
Week 1
7
Weekly All Hands
Link to all-hands doc
Self;
(Point of Contact)
can answer any questions
Helpful Resources and Links
Week 1
8
Company Strategy
Link to strategy doc
Link to comms elevator pitch
Self
Helpful Resources and Links
Week 1
9
Previous Offsites
Link to drive folder
Self
Helpful Resources and Links
Week 1
10
Ecosystem Overview
Link to helpful books
Link to 1-Pager
Self
Helpful Resources and Links
Week 1
11
Covid-19 Internal Comms
Link to Internal Comms for Covid-19
Self
Helpful Resources and Links
Week 1
12
How to use Coda
Link to 60 minute training video
Onboarding to Coda Guide
Self;
(Point of Contact)
can answer any questions
Helpful Resources and Links
Week 1
13
Quarterly Business Reviews
Link to drive folder
Self
Helpful Resources and Links
Week 1
14
Meeting Structure
Link to doc
Self
Helpful Resources and Links
Week 1
15
Write bio for website
Submission link
Self
General Onboarding
Week 1
16
1:1s with everyone
Check when completed
Onboarding Buddy schedules
General Onboarding
Weeks 1-3
17
Team Strategy
Check when completed
Onboarding Buddy
General Onboarding
Weeks 1-3
18
Send calendar invites for recurring 1:1s and meetings
Check when completed
Self
General Onboarding
Month 1
19
Review and set Month 1 goals
Check when completed
Self and Onboarding Buddy
Goal Setting
Month 1
20
Review and set goals for remainder of quarter
Check when completed
Self and Onboarding Buddy
Goal Setting
Month 2
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