Onboarding Toolkit
These onboarding resources offer areas to consider as you are onboarding a new employee. The detailed onboarding materials were designed to be customized for your needs by division, department or position - however you see fit for your ogranization. We encourage the use of all documents as they are all intended to be utilized together, however we understand that each organization functions a bit differently and may need to revise how their onboarding is structured.
Onboarding Resources
Manager Onboarding Checklist
- Master onboarding document that incorporates the use of the supplemental documents below
New Hire Checklist
- To be provided to the new hire, attached to the Welcome Letter email
- Gives new hire tasks they are responsible for both pre and post start date
Welcome Letter Email Template
- To be sent before first day of work
- Informs new hires about logistics of first day, and general office procedures
Internal Welcome Email
- Communication template for internal department announcement of new hire
Onboarding Materials Checklist
- Materials guide for supervisor to set up office space for new hire
Onboarding and Transition Plan
- An Onboarding and Transition Plan will provide clarity to new employees and those currently covering the responsibilities within the role
- This template is a guide for the first week, first 30 days, 30-60 days and 60-180 days
Check-In Questions
- Managers should ensure they have regular check-in points for new hires to measure progress and assess the individual's role and comfort level in a new organization
- One-on-one follow up questions for 30, 60, 90 day check-in meetings
Goal Setting Worksheet
- Prepare and develop effectively written goals that can be recorded on this worksheet
If additional support is needed with these onboarding documents, please contact your Talent Acquisition Consultant.
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