The Manager's Checklist for Onboarding New Hires

By August 3, 2017 at 11:03pm

How would you rate your company's employee onboarding process? Use this checklist to make sure you're properly welcoming and preparing new employees.

As an employer, your work isn't done once you've hired a new team member. It's also your responsibility to make the employee feel comfortable and get him or her up to speed on projects. After all, it's not until a new employee is acclimated to the role and organisation that the person can really fit in and make contributions.

According to an OfficeTeam survey, most HR managers feel their companies are doing a good job of onboarding new employees: 50 percent polled felt their company’s onboarding process was very effective and 42 percent said somewhat effective.

Yet, more than half of employees interviewed said they’ve experienced a mishap when starting a new job. One-third of those surveyed noted their computer, phone or security access wasn’t properly set up on their first day, while 22 percent said they weren't given the necessary supplies to start projects or tasks. (Look at the infographic below for the full survey results.)

What can you do to help new employees get off to a smooth start? Review this onboarding checklist!

Need to hire a new employee? We can help.

New-employee onboarding checklist

__ Before the employee arrives, send a welcome email to team members and alert the receptionist.

__Coordinate building security access, if necessary.

__Stock the desk with essential supplies and equipment, such as pens, a notebook, computer and phone, so they can get started on projects and tasks.

__ Make sure the employee can get into the network, voicemail and email.

__Create a schedule for the new hire's first few days.

__Put the person's name on his or her cube/office.

__Have business cards ready, if possible.

__On the first day, introduce the employee to coworkers around the office.

__Consider scheduling a welcome lunch so the new employee can meet team members.

__ Provide a tour of the building.

__Schedule an orientation to review the employee handbook, company history and policies.

__Allow time to complete any required HR paperwork.

__Assign a buddy or mentor to help with onboarding.

__Spend time discussing the position’s goals and responsibilities.

__Organise training sessions on office equipment, programs and procedures for the role.

__ Regularly check in with the employee during the first few months and encourage them to ask questions.

Once you've finished onboarding and your new hires are settled in, it's important to do all you can to keep them happy in their jobs. Learn what you can do to retain staff and foster engagement strategies that keep admins happy.

Infographic depicting the success and failures of new hire onboarding

New Staff Setbacks

More than 1/2 of employees (54%) have experienced at least one mishap when starting a new job.*

33% Technology wasn’t properly set up
22% Necessary supplies were not provided
16% Didn’t receive an overview of the company and policies
15% Didn’t get introduced to coworkers
14% Didn’t receive a tour of the office

Almost all HR managers (92%) think their company’s onboarding process for new employees is effective.**

50% Very effective
42% Somewhat effective
6% Not very effective
2% Not effective at all

Sources: *OfficeTeam survey of 317 workers in the United States.

Multiple responses permitted. Top responses shown.

**OfficeTeam survey of 307 human resources managers in the United States.

© 2015 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Vet.

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