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Onboarding checklist for managers

Create an introduction plan

Start by creating a plan for introducing the new hire to the team, stakeholders and other key players. Make sure that you have an outline of what will be covered, who will be involved and when the introductions will take place.

Establish goals and objectives

Work with the new hire to establish their goals and objectives, and align them with the company’s mission, vision, and values.

Provide a welcome package

Provide the new hire with a welcome package that includes relevant company information such as the employee handbook, policies and procedures, and any other important documents.

Assign a mentor

Assign a mentor or buddy to the new hire, someone who can help them learn the ropes, answer their questions and help them adjust to their new role.

Provide training

Ensure that the new hire receives relevant training and development opportunities. This may include training on company systems, products or services, as well as job-specific training.

Schedule check-ins

Schedule regular check-ins with the new hire to provide feedback, answer questions and ensure that they are on track with their goals and objectives.

Set expectations

Make sure that the new hire knows what is expected of them, in terms of job responsibilities, performance, and behaviour.

Encourage feedback

Encourage the new hire to provide feedback on their onboarding experience and use this feedback to improve the process for future hires.

Celebrate success

Celebrate the new hire’s successes and milestones along the way, to help them feel valued and motivated.

Follow-up

Continue to follow-up with the new hire after their initial onboarding period to ensure that they are continuing to learn, grow and succeed in their role.

Remember, onboarding is not a one-time event. It is a continuous process of learning, development, and growth that requires ongoing attention and support.

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