Onboarding Checklist

Giving new employees a great onboarding experience is essential to their engagement and retention. 

Yet, shockingly, around 60% of businesses skip setting any goals or milestones for their new hires. And only 12% of employees feel that their employer has a good onboarding program. 

That’s why it’s important for you to have a killer onboarding plan and I’m here to help. 


Here’s your new onboarding checklist: 


Before your new hire starts


  • Talk to the new employee's future manager to understand their aims and objectives for the first few weeks

  • Get all the essential documents ready, including induction checklists, new starter forms and an employee handbook

  • Make sure they have a clean, tidy workstation with all the equipment they'll need

  • Create accounts for them to access email, software and any websites essential for their role

  • Send them any information you'd like them to read before they start, giving them enough time to digest it


Day 1

  • Introduce your newbie to the rest of the team and show them around the office. A warm welcome goes a long way

  • Verify their ID and right to work in the UK and go over their P45, if applicable

  • Provide them with all the materials they need to get the hang of their new role

  • Walk them through key health and safety points, like the location of fire exits and the first aid kit

  • Explain precisely what they'll be doing and how their role contributes to the bigger picture

Week 1

  • Assign them a challenging-yet-doable project that showcases their skills without overwhelming them

  • Make sure they've read and filled out all relevant documents, such as employment contracts and induction checklists

  • Set clear goals and milestones for their probation period and schedule regular probation review meetings


Month 1

  • Share your company's long-term goals and how you envision them contributing to the journey

  • Check in with them to ensure they're happy in their role and crystal clear about your expectations

  • Help them build relationships with colleagues who they’ll be working closely with

With this onboarding checklist in hand, you're all set. But as always, if you need a hand, get in touch.  


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