New Employee Onboarding Checklist for Small Business Owners

19min


Duplicate this document and get started with your employee onboarding checklist

I. Pre-Onboarding

Create an onboarding plan and timeline

Assign onboarding responsibilities to a team member or manager

Prepare the new employee's workspace and equipment

Complete any necessary hiring paperwork

Send a welcoming email or message to the new employee

Share important company information and resources

Inform current team members about the new hire

II. First Day

Greet the new employee upon arrival

Introduce them to team members and managers

Provide an office tour, highlighting important areas and facilities

Share the company's mission, vision, culture, and values

Complete initial paperwork and administrative tasks

Set up the new employee's email, phone, and any necessary accounts

Organize a team lunch or welcome event

III. First Week

Schedule introduction meetings with relevant team members

Provide an overview of the new employee's tasks and responsibilities

Establish short-term goals and performance expectations

Offer any necessary training sessions or workshops

Encourage the new employee to ask questions and seek support

Schedule a one-on-one check-in meeting at the end of the week

IV. First Month

Continue providing ongoing training and development opportunities

Conduct regular check-ins and feedback sessions

Encourage collaboration and teamwork among team members

Assign a mentor or buddy for additional support and guidance

Monitor the new employee's progress and address any concerns

Schedule a formal one-month performance review

V. Ongoing Support

Foster a supportive and inclusive work environment

Provide opportunities for professional growth and skill development

Encourage open communication and feedback

Celebrate successes and milestones

Continuously review and improve the onboarding process