New Employee Onboarding Checklist

Introduction

• Importance of proper onboarding to set employees up for success.
• Onboarding ensures employees understand company operations and expectations.
• A structured onboarding process leads to faster productivity and ROI.
• Remote companies need a deliberate onboarding process due to their nature.

Onboarding Video Content

• Hosts: Christy and Mike.
• Channel Focus: Tactical tips and best practices for small business growth.

Onboarding Process Breakdown

The video includes three parts:

1. Preparing for the new hire.
2. First day checklist.
3. Onboarding within the first three months.

Part 1: Preparing for the New Hire

• Hardware & Tools: Ensure all necessary equipment (e.g., laptops, keyboards, uniforms) is ready.
• Software & Accounts: Set up email, Slack, and other necessary accounts beforehand.
• Paperwork:
  • Prepare contracts, payroll, and benefits documents.
  • Important contract considerations:
    • Intellectual property rights.
    • Privacy and security policies.
    • Non-compete clauses.
    • Disciplinary procedures.
• Role Expectations:
  • Clearly define role expectations, KPIs, core competencies, and values.
  • Use a blueprint to guide new employees.

Part 2: First Day Checklist

• Tools & Equipment: Provide them with all prepped tools and equipment.
• Software Access: Help them log in and set up necessary accounts.
• Paperwork Completion: Ensure all documents are signed.
• Role Expectations Meeting: Review the role blueprint and expectations.
• Team Introductions: Introduce them to direct team members and manager, not overwhelming them with everyone at once.

Part 3: Onboarding Through First Three Months

• Company Context:
  • Provide new employees with company history, challenges, and goals.
  • Schedule meetings with department heads for broader context.
• Daily Check-ins: Short daily meetings to discuss learnings and questions.
• Weekly One-on-ones:
  • Longer meetings to discuss progress, team integration, and feedback.
  • Use these sessions to assess KPI performance, fit with core values, and core competencies.
  • Evaluate coachability and alignment with company goals.

Conclusion

• Onboarding is critical beyond the first day or week and should be seen as an ongoing process.
• The video provides a comprehensive checklist to ensure successful employee integration.
• Offers a tool, "Daylight," to manage the onboarding process.

Additional Resources

• Link to a previous video on company culture and core values.
• Social media connections for more small business tips.