It’s the first day for your shiny new recruit. Your job? To make sure he gets off to a fantastic start.
And that starts with a solid onboarding process.
Effective onboarding creates a host of benefits for your company and your new employee. It sets a positive tone for your employment relationship by building the employee’s confidence, forging essential work relationships, and providing the resources your new hire needs to begin making a positive impact in your company.
In an earlier post, we provided several tips for creating a thoughtful, structured onboarding process. To complement those activities, our Gibson County employment experts created this list of to-dos to help you get that new hire off to a great start. While your specific requirements will undoubtedly vary (depending on your industry and the new hire’s position), this list will serve as a good starting point for making sure key details don’t fall through the cracks:
Gather Essential Employee Information
- Full Name
- Home Address
- Phone (home/cell)
- Job Title
- Reports To
- Start Date
- Employment Status (full-time, part-time, contract)
- Date checklist below was sent to department manager
Take Care of Details Before the Start Date
1. Notify your staff of new employee, start date and responsibilities.
2. Assign a “buddy” employee to answer general questions.
3. Consider IT requirements:
- Computer requirements
- Required network access
- Allocate passwords
- Software required
- Printer access
- Assign email address
- Add to email groups
- Remote access
4. Address space and other physical requirements:
- Office, desk, work station, chair
5. Consider operational requirements:
- Office supplies
- Business cards
- Name badge
- Photo / profile
- Add to company website
- Work tools / personal protective equipment
6. Address communication requirements:
- Phone number/extension
- Voicemail setup
- Add to company phone list
- Walkie talkie or two-way radio
7. Setup payroll and address statutory requirements:
- Determine department or cost center
- Commission structure
- Certificate of Registration required?
- Employment Agreement required?
- Licensing verification required?
Make the First Day Great
1. Provide new employee handbook/orientation materials.
2. Review key policies and obtain signed acknowledgement.
3. Complete paperwork:
- Employment offer or contract
- Form I-9 (proof of citizenship status with original documentation) SSN Card, Drivers License
- Tax forms (W-4 or W-9) Federal Employee’s Withholding Allowance Certificate
- Background check release form
- Direct Deposit
- Employee data sheet (emergency contact information)
4. Make key introductions (manager, co-workers, buddy) and provide an organizational chart.
5. Conduct a facilities tour.
6. Review position description / job duties
7. Establish first week To Do’s
8. Schedule required training
9. Other orientation required:_________________________
Please note, this form is general in nature and is not based on the laws of any specific state or other jurisdiction. Before using, please consult with an attorney or other expert knowledgeable in the laws of the applicable jurisdiction and in the specific intended use of this form.
Wood Personnel works to make new employee transitions simple and successful. Our stringent screening process ensures that the candidates we refer have the skills, experience and personality traits – so they integrate seamlessly with your team from day one. To learn more about our direct hire solutions, contact our Cool Springs staffing service or your local Wood Personnel office.