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New Employee Onboarding Template
All Tasks
7/16/2020
Task Name
Items
Led by
Category
Timeframe
1
Office Walkthrough
Onboarding Buddy
Onboarding Essentials
Day 1
2
Workspace Setup
Onboarding Buddy
Onboarding Essentials
Day 1
3
Payroll + Benefits
(Point of Contact)
Onboarding Essentials
Week 1
4
Account Setup
Onboarding Buddy
Onboarding Essentials
Week 1
5
Current Projects Overview
Self
Helpful Resources and Links
Week 1
6
Team Bios
Self
Helpful Resources and Links
Week 1
7
Weekly All Hands
Self; (Point of Contact) can answer any questions
Helpful Resources and Links
Week 1
8
Company Strategy
Self
Helpful Resources and Links
Week 1
9
Previous Offsites
Self
Helpful Resources and Links
Week 1
10
Ecosystem Overview
Self
Helpful Resources and Links
Week 1
11
Covid-19 Internal Comms
Self
Helpful Resources and Links
Week 1
12
How to use Coda
Self; (Point of Contact) can answer any questions
Helpful Resources and Links
Week 1
13
Quarterly Business Reviews
Self
Helpful Resources and Links
Week 1
14
Meeting Structure
Self
Helpful Resources and Links
Week 1
15
Write bio for website
Self
General Onboarding
Week 1
16
1:1s with everyone
Onboarding Buddy schedules
General Onboarding
Weeks 1-3
17
Team Strategy
Onboarding Buddy
General Onboarding
Weeks 1-3
18
Send calendar invites for recurring 1:1s and meetings
Self
General Onboarding
Month 1
19
Review and set Month 1 goals
Self and Onboarding Buddy
Goal Setting
Month 1
20
Review and set goals for remainder of quarter
Self and Onboarding Buddy
Goal Setting
Month 2
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