![]() Take note of all discussion points and address them with the new hire either verbally or through supplemental paperwork. Meeting with the new employee's supervisor: Discuss the role of the new hire with this supervisor, along with any projects or other goals planned for them. Additional forms often needed at this step include a W-4, I-9, insurance forms, direct deposit forms and a non-disclosure agreement. #Onboarding checklist fullPreparing paperwork : Gather paperwork that collects basic information from the new hire, such as their full name, date of hire, contact details and any other information required by your company. Pre-hiring tasks to include on your checklist can vary by industry and job duties of the new employee, but typically consist of the following: In the first section of your onboarding checklist, cover tasks related to pre-hiring. Related: The Best Onboarding Programs (With Trends and Examples) 3. Preparing goals for the first day, week and month is a good start when creating this type of checklist. You may find that the required sections vary depending on the role and the exact onboarding process your company follows. Separate the checklist into sectionsįor increased efficiency and organization, divide your checklist into different sections for each stage of the onboarding process. Related: 15 Ways To Improve Your Onboarding Process 2. If the role doesn't yet exist at your company, research job postings to see what skills and qualifications other companies have listed for the position. Talk to those currently within the role, if available, and ask them basic questions about their onboarding process, such as the information they received during their first few weeks. Assess the needs of the roleīefore starting your checklist, determine if your company already has established requirements for the role. How to create an onboarding checklistįollow these steps to create an effective and comprehensive onboarding checklist : 1. #Onboarding checklist how toIn this article, we discuss how to compose an onboarding checklist and provide a template with an example checklist to help you create your own. Knowing more about the steps and strategies for making an onboarding checklist may allow you to create a checklist that offers the greatest benefit to both the new hire and the company as a whole. This type of checklist can help supervisors, human resources (HR) staff members and new employees remain organized throughout an onboarding process. Making and following an onboarding checklist can be highly valuable when adding new hires to a team. ![]()
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