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Sample of Onboarding Workflows

Onboarding | New Hire: Welcome (Sample Onboarding Workflow)
  • Phase: First Day at the Job: BASIC SETUP            
  • Meeting with HR Manager:    Complete any paperwork, understand HR policies and benefits
  • Meeting with IT for equipment and basic set up:    Receive your laptop, cell phone, and basic software|applications accounts
  • Meet your company buddy:    He once was new as well! He/She will answer all your questions!
  • Tour of Office Premises with your buddy:    Know your way around and where to find freshly brewed coffee!
  • Phase: First Day at the Job: TEAM AGENDA
  • Welcome meeting with your manager:    You made it here! Let's get started!
  • Lunch with your new team:    Start building all those key relationships with your team right from the start
  • Phase: First Week at the Job Agenda            
  • Strategy meeting with your manager:    Overview of where you fit within the team, the department, the company the overall company's vision
  • Performance expectation meeting with your manager:    Understand what is critical for your success in the team and the company
  • Team building event:    Let's have some fun, while you get to know the team a little better
  • Specific training:    Functional | Security | ...
  • Phase: Paper Work First Week on the Job              
  • Sign the I9:    I9
  • Sign the W2:    W2

Onboarding | HR Manager: New Employee Onboarding Workflow (Sample Onboarding Workflow)

  • Phase: IT Set up: Hardware and System Setup
  • Software Systems Setup: Including Email accounts, phone extension,  and enable access to key applications like ClayHR
  • Setup Workstation: Computer, cells, and other devices: Assign assets to a new employee in ClayHR System
  • Office Keys/access codes/Datawatch cards: Have access to premises ready
  • Phase: HR Manager Tasks: Employee Policy
  • Email Check: Verify the user email
  • Employee Handbook: Send a mail with Employee Handbook as an attachment.
  • Document Signature: Send and collect all needed onboarding paperwork like Non-Disclosure Agreements
  • New Hire Training: Including Systems, Security, etc
  • Benefit Package Selection: Review the benefits offer and select the package that you want to enroll
  • Phase: Team Manager Tasks: Welcome to Office
  • Welcome Mail: Send welcome mail to the new joinee.
  • Introduction Mail: Send an introduction mail to all members.
  • Premises Tour: Make sure new employee has a tour to the premises so he/she feels at home as soon as possible
  • First-week meeting agenda: Make sure the employee has time to meet not only his/her immediate team but introduce them to key players in other departments and teams in the organization. Help the employee establish relationships early for a quick and fun onboarding process!

Hope this helps :)

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