Effective Employee Onboarding Template

More human-resources templates

Enhance your employee onboarding process with this comprehensive template. Using Priority Matrix, ensure all tasks related to onboarding are completed on time and efficiently. This template includes crucial steps such as preparing employment contracts, setting up workstations, scheduling orientations, and more.

Implementing a structured onboarding process can significantly improve a new employee's experience and productivity. By tracking all tasks and deadlines, you can ensure nothing is overlooked, providing a seamless start for your new hires.

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Effective Employee Onboarding for Priority Matrix

Effective Employee Onboarding in Priority Matrix

Streamline your employee onboarding process for a smooth and efficient experience.

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Proposed Tasks

Critical and Urgent

  • Prepare Employment Contract - due in 1 day
    ☐ Generate contract ☐ Review contract ☐ Get approval
  • Complete HR Paperwork - due in 1 day
    ☐ Prepare paperwork ☐ Review and sign paperwork
  • Set Up Email and IT Systems - due in 1 day
    ☐ Request IT setup ☐ Check system accessibility
  • Provide Building Access - due in 1 day
    ☐ Request access card ☐ Provide card to employee
  • Set Up Workstation - due in 2 days
    ☐ Prepare hardware ☐ Install necessary software
  • Set Up Payroll - due in 2 days
    ☐ Collect necessary information ☐ Enter information into payroll system
  • Set Up Benefits - due in 3 days
    ☐ Explain benefits package ☐ Complete enrollment
  • Schedule Orientation - due in 1 week
    ☐ Coordinate with relevant departments ☐ Prepare orientation materials

Important but not Urgent

  • Prepare Welcome Kit - due in 3 days
    ☐ Assemble company materials ☐ Include office supplies
  • Plan First Week Schedule - due in 3 days
    ☐ Coordinate with relevant departments ☐ Prepare schedule
  • Schedule One-on-One with Manager - due in 1 week
    ☐ Coordinate with manager ☐ Schedule meeting
  • Prepare Training Plan - due in 10 days
    ☐ Identify necessary skills and knowledge ☐ Develop training schedule
  • Assign Mentor - due in 2 weeks
    ☐ Select suitable mentor ☐ Inform mentor of responsibilities
  • Complete Compliance Training - due in 2 weeks
    ☐ Schedule training ☐ Track completion

Urgent but not Critical

  • Schedule Team Introduction - due in 1 week
    ☐ Coordinate with team ☐ Prepare introduction materials
  • Introduce Company Culture - due in 1 week
    ☐ Prepare presentation ☐ Schedule meeting
  • Plan Team Lunch - due in 2 weeks
    ☐ Coordinate with team ☐ Reserve restaurant

Neither Urgent nor Critical

  • Provide Company Swag - due in 2 weeks
    ☐ Order company swag ☐ Distribute swag
  • Collect Feedback - due in 1 month
    ☐ Prepare feedback form ☐ Distribute form to employee
  • Schedule Performance Review - due in 1 month
    ☐ Coordinate with manager ☐ Schedule review