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Streamline your onboarding process and ensure no steps are missed with this detailed template. From creating checklists and preparing welcome packages to setting up IT resources and scheduling orientation sessions, this template covers all essential tasks to provide a seamless onboarding experience.
Effective onboarding is crucial for employee engagement and retention. Use this template to manage and track each task efficiently, ensuring that new hires feel welcomed and well-integrated into your organization.
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Streamlining New Hire Onboarding Process in Priority Matrix
Ensure a smooth and efficient onboarding process for new hires with a comprehensive task management system.
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Proposed Tasks
Immediate Tasks
-
Prepare workstation due in 1 day
☐ Arrange necessary equipment ☐ Ensure clean and safe environment -
Organize office tour due in 1 day
☐ Plan tour route ☐ Assign tour guide -
Prepare emergency contact list due in 1 day
☐ Gather necessary contacts ☐ Print and distribute list -
Coordinate with team lead due in 2 days
☐ Share new hire details ☐ Discuss team integration plan -
Create onboarding checklist due in 1 week
☐ Define all the necessary steps for onboarding ☐ Assign responsible persons for each task ☐ Set timeline for each task -
Set up IT resources due in 1 week
☐ Allocate hardware ☐ Create email account ☐ Provide access to necessary software -
Prepare welcome package due in 2 weeks
☐ Select relevant company materials ☐ Prepare company merchandise ☐ Include necessary HR documents
Planning & Strategy
-
Prepare first week schedule due in 1 week
☐ Plan meetings with key team members ☐ Include necessary training sessions -
Prepare health and safety briefing due in 1 week
☐ Compile necessary information ☐ Schedule briefing session -
Schedule orientation session due in 2 weeks
☐ Coordinate with relevant departments ☐ Prepare orientation materials ☐ Book venue -
Plan team introduction due in 2 weeks
☐ Coordinate with team ☐ Set up informal meeting -
Schedule follow-up meetings due in 2 weeks
☐ Plan agenda ☐ Book meeting slots -
Design training plan due in 3 weeks
☐ Identify necessary skills ☐ Plan training sessions ☐ Arrange trainers
Long Term Tasks
-
Set up payroll due in 3 weeks
☐ Collect necessary information ☐ Coordinate with finance team -
Prepare company policy documents due in 3 weeks
☐ Compile necessary policies ☐ Print and bind documents -
Create performance evaluation plan due in 4 weeks
☐ Define evaluation criteria ☐ Set evaluation timeline -
Set up benefits enrollment due in 1 month
☐ Provide benefits information ☐ Guide through enrollment process
Miscellaneous Tasks
-
Organize welcome lunch due in 2 weeks
☐ Book venue ☐ Send out invites -
Arrange team building activity due in 1 month
☐ Plan activity ☐ Coordinate with team -
Plan mentoring program due in 1 month
☐ Identify potential mentors ☐ Design mentoring scheme