Manager Onboarding Checklist
Manager Onboarding Checklist
Employee folder created (paper and/or digital)
Employee has complete W-9 and other employment documents
Employee has provided direct deposit/bank information
Employee has provided all relevant contact information
Employee has received welcome packet and training documents/manual
Employee has received a copy of the employee and management handbook
Company culture documents (include dress code, professional ethics, and the code of conduct)
Compensation and benefits documents
Employee has been set up in your systems (payroll, scheduling, POS, etc)
Management job description and responsibilities have been reviewed
Short and long term goals have been reviewed
Daily, weekly, monthly, quarterly goals/expectations have been reviewed
Reviewed policies for employees (vacation, leave, confidentiality, remote work, request time off, sick days)
Give an overview of the company's/brand mission and goals
Reviewed employee performance review process
How company/brands recognizes and rewards employees
Manager software onboarding training
Department structure has been reviewed
Department meeting flow and frequency
Company’s recruiting/hiring process
Team budget and what it's used for
Conflict management trainings
Feedback (things to review/work on)
Praise (positive feedback/boost confidence)
Questions and concerns (let new manager give feedback or ask questions)
Check-ins (one month, three months, six months)
Manager performance review (3, 6,9 , and 12 months)
Your checklist is live!
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