Capterra

The Only New Hire Onboarding Checklist You'll Ever Need

Onboarding Process

• The week before

• Email your new hire to welcome them and give them a schedule for their first week.

• Assign a mentor and have them introduce themselves through email.

• Create your new hire\'s company email address and add it as a user to relevant software systems.

• Give your new hire access to their company email and assign them paperwork to be completed digitally ahead of time.

• The day before

• Set up your new hire\'s desk with everything they need (e.g., computer, phone, office supplies, ID badge, directory).

• Put together a welcome package with company swag, personalized gifts, and messages from coworkers.

• Day 1

• Have someone (preferably their manager or mentor) meet your new hire at the front door to give them a tour.

• Send a company-wide announcement email that includes your new hire\'s role and manager, and a short bio.

• Take your new hire to lunch with some of their coworkers (and pay for it).

• Most importantly, make it memorable!

• Days 2 - 10

• Begin trainings on important processes, systems, and tools.

• Review the role description and responsibilities.

• Go over company history, culture, and values.

• Schedule shadowing sessions with workers in different departments.

• Communicate short-term and long-term goals to set expectations.

• Send your new hire an initial survey to rate their onboarding experience so far.

• Days 11 -30

• Go over company strategy, competitors, and market conditions.

• Start weekly mentor check-ins and manager one-on-ones.

• Invite your new hire to attend regular team meetings.

• Days 31 -60

• Assign your new hire their first collaborative project.

• Be generous with praise.

• Sit down and create a career development plan.

• Days 61 - 90

• Assign your new hire their first solo project.

• Conduct your new hire\'s first performance evaluation.

• Send a final survey for your new hire to give feedback on their first three months on the job.