The Onboarding Checklist You Need to Hire in 2024

Table of Contents

Estimated reading time: 4 minutes

| Read also: What is onboarding?

Phase 1: Pre-boarding essentials 

The pre-boarding period covers the time between a new hire’s job offer acceptance and their first day. HR professionals aim to prepare incoming employees for their first day, minimizing anxiety and ensuring they feel valued from the start.  

The onboarding checklist includes: 

  • Send necessary pre-employment paperwork and benefits information digitally for pre-employment completion. 

  • Ensure that all necessary equipment is ready and IT systems are set up before their arrival.

  • Send a clear schedule for the first day of week, including working time, who they will be meeting, training sessions, and any welcome events.  

  • Consider setting a welcome kit, which include company merch, a welcome letter, and any necessary tools for their job. 

Phase 2: The welcome 

Then…it’s the exciting first day of work. The goal of this phase onboarding is to educate new employees more deeply on company values, culture, policies, and safety procedures. 

The onboarding checklist includes: 

  • Provide a guided tour of the workplace, pointing out essential areas like the cafeteria, restrooms, and emergency exits. 

  • Have a detailed discussion about the job role, expectations, day-to-day tasks. and any immediate projects or responsibilities they will be taking on. 

  • Introduce new people to their team members. A team lunch during the first week is a good choice to build relationships with new persons.  

Phase 3: Role-specific training 

The third phase of onboarding can last several days or weeks. HR professionals should equip new employees with the necessary skills, knowledge, and resources tailored to their job functions.  

The onboarding checklist includes: 

  • Create a personalized training plan that addresses the specific needs of the role. 

  • Connect the new hire with a mentor who has expertise in their area. Also let the mew employee learn more about their colleagues’ roles and how they can work together. 

  • Establish a schedule for regular check-ins with HR and the direct manager to discuss progress, address any challenges, and adjust the training plan as needed. 

Phase 4: Integration into the company culture 

Next, HR professionals also help the new employees adapt to the company culture. It involves familiarizing them with the organization’s values and social norms to make them feel like part of the community. 

The onboarding checklist includes: 

  • Schedule regular team-building activities that fun and reinforce the collaborative spirit of the company. 

  • Encourage participation in events such as annual meetings, which are crucial for new hires to feel part of the company community. 

Phase 5: Continuous support and feedback 

Now the new employee is actively engaging in their daily tasks. But the onboarding process doesn’t end here. New hires require continued support and development to fully adjust and excel in their roles. 

The onboarding checklist includes: 

  • Conduct regular performance evaluations to assess progress, provide feedback, and set new objectives that align with the company’s goals and the employee’s career aspirations. 

  • Implement targeted training programs to build specific competencies that enhance their capabilities and performance in their roles. 

Beyond Onboarding: Download your free compliance checklist 

Onboarding is just the initial step toward fostering a productive and satisfied workforce. At WTS Energy, we recognize the importance of the need for continuous development and compliance with global standards. To support your efforts, we offer a free Global Employment Compliance Checklist, an essential tool that goes beyond basic onboarding. 

Download our ‘Global Employment Compliance Checklist’ for FREE!

We also offer Employer of Record (EOR) services to handle the complexities of employment compliance and management. Our EOR solutions provide onboarding, payroll, and benefits administration, allowing you to focus on the strategic aspects of your business. Talk to one of our experts today to find out how to streamline your operations.  

Source: 

The 5 Phases of Employee Onboarding (trainingfolks.com) 

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