Best Onboarding Checklist for New Employees in 2023
For business owners and managers, the process of onboarding new employees is a critical aspect of organizational growth.
It's not just about filling out forms and making introductions; it's a strategic process that integrates new talent into the company's culture, mission, and operations.
Onboarding is the first chapter in an employee's journey within a company. It sets the tone for their experience, impacts their productivity, and influences their long-term commitment to the organization.
In fact, according to the Brandon Hall Group, high-quality onboarding can improve employee retention by up to 82%.
This article delves into one of the key tools that can make this process more efficient and effective - the onboarding checklist.
Read on to learn why using an onboarding checklist is important and find a template you can use to onboard new employees with ease this year.
What is an Onboarding Checklist?
An onboarding checklist is a structured guide designed to help new hires transition smoothly into their new roles. It's a list that outlines all the necessary steps, from administrative tasks like filling out paperwork to more personal ones like meeting the team.
Think of it as a recipe for success. Just as a recipe provides step-by-step instructions to create a delicious meal, an onboarding checklist provides clear directions for new hires to become productive and engaged members of your team.
Ultimately, It's a tool that ensures nothing important is overlooked in the process of welcoming a new employee.
Why Use an Onboarding Checklist?
An onboarding checklist helps improve your employee retention by ensuring a smooth transition for new employees. There are many reasons why you should use an onboarding checklist.
Fist, an onboarding checklist helps new hires feel welcome and valued. It shows them that you've put thought into their arrival and that you're committed to their success. This can significantly boost their morale and productivity from the get-go.
Second, it ensures consistency. Every new hire receives the same information and experiences the same process. This consistency helps to maintain your company culture and standards.
Finally, it saves time. With a checklist, you don't have to reinvent the wheel each time someone new comes on board. You have a clear plan to follow, which makes the process more efficient.
Tips on Making the Transition Easier for New Employees
Now that we've established the importance of an onboarding checklist, let's talk about how to make the transition easier for new employees.
Start before day one: Send them the necessary paperwork and any relevant information about the company in advance. This allows them to come prepared and reduces first-day jitters.
Assign a mentor: Having a go-to person can make a world of difference for a new hire. This person can answer questions, provide guidance, and help the new employee feel more at ease.
Plan their first week: Don't just plan the first day. Have a schedule for the entire first week. This gives the new hire a clear picture of what to expect and helps them get up to speed faster.
Check in regularly: Regular check-ins during the first few months can help address any issues or concerns promptly. It also shows the new hire that you care about their experience and are there to support them.
How to Automate Tasks During the Onboarding Process
The hiring process is complicated, and can often take up a lot of your time. Finding candidates, interviewing them, going through the hiring process, and finally, onboarding them, takes lots of time.
To make this process simpler and get your time back, use Text Blaze. With Text Blaze, you use keyboard shortcuts to insert text templates anywhere online. However, Text Blaze can help you with more than just inserting basic text.
Whether you are sending hiring emails, filling out mandatory forms, or completing onboarding checklists, Text Blaze can help you do it faster.
Features:
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Onboarding Checklist Template
General Information
Full name: {formtext: name=Add Manager's full name here; cols=24} New Manager's title: {formtext: name=Add Manager's exact title here; cols=25} Start date: {formdate: LL} Direct report of new Manager: {formtext: name=New Manager's direct report; cols=24}
Post-Offer Letter Onboarding
Confidentiality agreement signed by the New Manager: {formmenu: name=confidentiality agreement; Yes; default=No} Background check completed for the New Manager: {formmenu: name=background check; Yes; default=No} W-4 done: {formmenu: name=w4; Yes; default=No} Direct deposit form: {formmenu: name=direct deposit form; Yes; default=No} Employment application filled: {formmenu: name=employment application; Yes; default=No} Personal data intake form filled: {formmenu: name=personal data intake; Yes; default=No} New Manager's post offer letter onboarding is {formmenu: name=personal data intake; over; default=pending}
Company Policies The new Manager has reviewed company policies on the following:
Acceptable use policy for technology and computing devices: {formmenu: name=acceptable use; Yes; default=No} Asset management policy: {formmenu: name=asset management; Yes; default=No} Code of conduct: {formmenu: name=code of conduct; Yes; default=No} Data security policy: {formmenu: name=data security; Yes; default=No} Leave policy: {formmenu: name=leave policy; Yes; default=No} Confidentiality policy: {formmenu: name=confidentiality; Yes; default=No} Acceptable dress code policy: {formmenu: name=dress code; Yes; default=No} Safety policy: {formmenu: name=safety; Yes; default=No} New Manager has reviewed all necessary company policies: {formmenu: name=company policies; Yes; default=No}
New Manager Onboarding - Administrative
Desk setup and work accessories from IT: {formmenu: name=desk and hardware; Pending; Done; default=Requested} Enable e-mail and access to other software: {formmenu: name=email+software; Pending; Done; default=Requested} ID cards, keys and conference room access: {formmenu: name=id+conf; Pending; Done; default=Requested} Office supplies: {formmenu: name=id+conf; Pending; Done; default=Requested}
New Manager Onboarding - Human Resource
Introduce new manager to relevant team(s) and general staff: {formmenu: name=introduction; Done; default=Pending} Give a tour of company facilities: {formmenu: name=tour; Done; default=Pending} Schedule 1:1 meetings with relevant team members: {formmenu: name=meetings; Done; default=Pending} Enroll new Manager within training programs: {formmenu: name=training; Done; default=Pending} Schedule 30-day and 60-day retrospectives for the new Manager: {formmenu: name=training; Done; default=Pending}
Bottom Line
Ultimately, an onboarding checklist is more than just a list of tasks. It's a powerful tool that can significantly enhance a new hire's experience and productivity.
By preparing in advance, assigning a mentor, planning the first week, and checking in regularly, you can make the transition much easier for new employees.
Use Text Blaze to streamline your hiring and onboarding workflows, save time, and boost your team's productivity today!
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