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New Employee Onboarding Template
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Onboarding Email
All Tasks
Recurring Meetings
Onboarding Notes
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All Tasks

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