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New Hire Onboarding Checklist

By Alex Yohn
Jun 22, 2021

According to a report by CareerBuilder and Silk Road, 29% of new hires think that their company fell short in preparing them for their role. In fact, “1 in 10 employees have left a company because of a poor onboarding experience.” For a small business, losing just one new hire is a costly endeavor. Ensuring you have good new hire onboarding process in place is critical to the long-term success and retention of your employees.

Having a reliable, repeatable process is one way to shore up your new hire onboarding. Once you’re armed with automation using Kin’s Onboarding Task checklist feature, you can plug in all of your onboarding tasks and ensure each new hire and team member completes them. A task can be assigned to the new hire, or any other staff member that needs to do something when a new hire starts.

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Unsure which tasks to add to your checklist? Here’s an example that you can customize so your new hire (and the rest of your hiring team) can hit the ground running.

HR Department

  • Add new hire to payroll
  • Add new hire to benefits portal
  • Set up new hire 401K
  • Collect 2 forms of identification
  • Ensure all new hire paperwork is completed
  • Ask team members to send welcome email
  • Send orientation schedule to new hire and anyone participating
  • Set up team lunch for week 1
  • Check Kin profile for completion
  • Add new hire to time-off policies
  • Review Employee Handbook with new hire
  • Send technology needs (computer preferences, etc.) to IT
  • Add new hire to calendar invitations for team meetings
  • Set up new hire check-in for 3, 6, and 9 months

IT/System Admin

  • Send computer equipment to new hire’s home
  • Ensure equipment delivery
  • Set up new hire email (first.last@business.com format)
  • Send new hire email address to HR
  • Add new hire to Slack, Harvest, and DoneDone
  • Set up password account
  • Set up VPN access
  • Schedule meeting for new hire orientation to technology

Manager

  • Schedule orientation meetings
  • Email welcome to new hire
  • Set up mentor meetings
  • Conduct 30 day review
  • Conduct 60 day review
  • Conduct 90 day review

Employee

  • Complete all new hire paperwork
  • Send 2 forms of ID to HR Manager
  • Sign in to email
  • Accept meeting invitations in email
  • Complete account setup for Slack, Harvest and DoneDone
  • Send information for direct deposit to HR
  • Complete Kin profile and biography section

A solid onboarding process is important for the retention of your employees and the success of your team as a whole. With a repeatable checklist and your team’s help, you can be sure your new hires will efficiently get started with your company and be on their way to meaningful contributions in no time.

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    • Employee Data Management

      Customizable employee data, team directory and syncable calendar.

    • Employee Data Management

      Customizable employee data, team directory and syncable calendar.

    • Employee Onboarding

      Onboarding checklists, electronic signatures, and a customized welcome page.

    • Employee Performance

      Create, schedule, and manage employee performance reviews and objectives.

    • Time-Off Tracking

      Easily manage vacation, holiday, sick time, and leave.

  • Pricing
  • Blog
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