New Hire Onboarding Project Template

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Streamline your new hire onboarding process to ensure a smooth transition into the company. This template helps you track and manage each step, from preparing the workspace to scheduling orientation sessions.

By using this template, you can improve new hire productivity and satisfaction, ensuring no steps are missed. It includes tasks for IT setup, training plans, mentor assignment, and regular check-ins.

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New Hire Onboarding Project for Priority Matrix

New Hire Onboarding Project in Priority Matrix

Ensure a smooth and efficient onboarding process for new hires with this comprehensive template.

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Proposed Tasks

Not Urgent, Not Important

  • Create Onboarding Checklist due in 2 days
    ☐ Identify key tasks for onboarding ☐ Order tasks by priority ☐ Assign tasks to relevant personnel
  • Assign Mentor due in 3 days
    ☐ Identify suitable mentor ☐ Inform mentor about their role and responsibilities
  • Prepare Employee's Workspace due in 1 week
    ☐ Setup desk and computer ☐ Order necessary supplies
  • Coordinate IT Setup due in 1 week
    ☐ Request IT for email and system setup ☐ Ensure access to necessary software and platforms
  • Prepare Welcome Kit due in 1 week
    ☐ Prepare company swag ☐ Include necessary documents and guides
  • Collect Necessary Documents due in 1 week
    ☐ Collect employment agreement ☐ Collect tax forms ☐ Collect ID proof
  • Prepare Training Plan due in 1 week
    ☐ Identify necessary training sessions ☐ Schedule training sessions
  • Plan Welcome Lunch due in 2 weeks
    ☐ Coordinate with team ☐ Make reservation at restaurant
  • Schedule Orientation Sessions due in 2 weeks
    ☐ Schedule sessions with various departments ☐ Prepare agenda for each session
  • Conduct First Day Orientation due in 3 weeks
    ☐ Conduct office tour ☐ Introduce to team ☐ Review company policies
  • Provide Performance Expectations due in 3 weeks
    ☐ Discuss job role ☐ Set performance goals
  • Schedule Regular Check-ins due in 1 month
    ☐ Schedule weekly check-ins for the first month ☐ Schedule monthly check-ins thereafter
  • Address Any Employee Concerns due in 1 month
    ☐ Regularly check in with employee ☐ Address any questions or concerns promptly
  • Ensure Completion of Training Sessions due in 1 month
    ☐ Track completion of training sessions ☐ Address any questions or concerns
  • Conduct 1 Month Review due in 2 months
    ☐ Review performance ☐ Provide feedback ☐ Discuss any issues