🚦

Onboarding Template

Onboarding

A strong onboarding practice is very important to a successful business as it leads to increased levels of retention and engagement. In fact 69% of employees who have a great onboarding experience are likely to stay for at least 3 years. Additionally, engaged employees are five times less likely to leave a company when compared to unengaged employees.

Onboarding Recommendations:

  • A successful onboarding process is scalable and repeatable - document your process and gather feedback from current employees
  • Provide each employee with a Peer Mentor who they can go to with any questions.
  • Managers should create multiple “check in” touch points during the first few weeks of employment
  • 76% of new hires think the most important factor during their first week is training. Be sure to provide training on systems, tools, processes, etc.
  • 67% of new hires want performance goals to be outlined during onboarding.
  • Ask current employees for feedback on how to create a better onboarding plan.

Onboarding Checklist

5-7 Days prior to First Day

  • Manager emails new hire to check in
  • Set up accounts and create logins

First Day

  • If Applicable: Have their work area set up
  • If Applicable: Organize an office tour
  • Send an informative welcome email
  • Structured time for new hire paperwork
  • Structured time for employee handbook
  • Structured time for company policies
  • Assign a peer mentor
  • Manager and New Hire welcome meeting

First Week

  • Peer mentor & New Hire meeting
  • Applicable training session - tools, process’, best practices.
  • Introduce company culture
  • Manager to have peers set up time to meet the New Hire
  • Manager and New hire 1:1 - Setting Role Expectations

Thirty Day Check In

  • HR to send survey for onboarding feedback
  • Manager and New hire 1:1 - 30 day check in

Sixty Day Check In

  • Manager and New hire 1:1 - 60 day check in

Ninety Day Check In

  • Manager and New hire 1:1 - 90 day check in