New Employee Onboarding Template
Share
Explore
New Employee Onboarding Template
Welcome!
Onboarding Email
All Tasks
Recurring Meetings
Onboarding Notes

All Tasks

Start Date:
7/16/2020
⁠
⁠
Search
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
There are no rows in this table
⁠


Related Docs
An 8-week learning plan.
Executive Onboarding: Shishir's Tips & Best Practices
Shishir Mehrotra
Run a Team Retrospective to improve your processes
Team Retrospective
Glenn Jaume
I'm Jenny, a Design Lead for Square's ECOM team. I developed this 1-on-1 doc to help my designers prioritize their career development and design beyond their day-to-day.
Square’s 1-on-1 Toolkit: The secret to managing your team’s careers
Jennifer Emick
A framework for keeping one-on-ones organized and productive
5 ways to get the most out of one-on-ones
Raechel Timme
SignalFire's tools and tips for getting your startup set up as you scale from 0 to 50 employees.
SignalFire's Back-Office Adulting Guide
Elaine Zelby
Tips on running useful meetings with your direct reports from a start-up founder, former Google VP, and author of The Big Disruption: A Totally Fictional but Essentially True Silicon Valley Story.
Jessica Powell's Guide to Great 1:1s
Jessica Powell
We want to make it easy to set up benefits for your early stage company. This guide provides some best practices for benefits at startups.
Benefits at Startups
Homebrew Guides
You're a new manager about to hire a small team. You had zero onboarding to your role, and you want to do a better job for your own employees. What's a lightweight onboarding process that will not take up hours of your time?
Employee Onboarding Guide by Jessica Powell
Jessica Powell
Coda's Employee Resource Group Playbook
Rachel Colson
Templates and insights from on the 8/18/20 episode of Masters of Scale.
Why your company needs rituals: A Masters of Scale companion doc
Shishir Mehrotra
The Stripe COO's handbook for running offsites that work.
Claire's Offsite Toolkit
Claire Hughes Johnson
Here's a list of amazing people affected by the recent Airbnb layoffs.
AirAlumni Hiring List
Kenny Mendes
A one on one meeting template for managers to keep track of their meeting notes with their direct reports. 1:1 meetings are important for performance feedback and goal setting.
How to run the most effective one-on-one meeting [+Template]
Al Chen
This onboarding guide will give your company the basic tools to get new employees set up for success on day one and throughout their entire tenure.
Onboarding at Startups
Homebrew Guides
A story about how a military spouse scaled an entire business using Coda.
No code, just a Coda doc: How Squared Away saves a thousand hours and $100k a year
Michelle Penczak
Related Categories
HR
Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.