<aside> 👋 Below is a template that we use both internally and with our new hire when onboarding a new employee! Please note that this page is a preview and some features may be missing - in order to see the full version and download the template yourself, head to our Notion page here.

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<aside> ⚠️ HOW TO USE THIS TEMPLATE

1. The checklist below is for your internal onboarding tasks
   1. Assign each task by tagging the appropriate person (type @name on each line item)
   2. Find and update any coded text to fit your company
2. The General Onboarding Template page linked below is the new hire-facing onboarding process/checklist. Review the instructions for that template inside the page.
3. Remember this template is meant to fit you and your company, so adjust it accordingly! This template is very modular, so add, take away, and edit as you see fit.
4. Delete this callout when done/ready! </aside>

General Onboarding Template

Upon Hire

• [ ] Send offer letter via Docusign/HelloSign/PandaDoc/etc.
• [ ] Send IP Agreement via Docusign/HelloSign/PandaDoc/etc.

Two Weeks Ahead

• [ ] Create accounts

  • [ ] Gmail
  • [ ] Payroll

• [ ] Draft and schedule series of welcome emails:

  • [ ] An ecstatic welcome
  • [ ] Payroll login info and equipment inquiry
  • [ ] Intro to manager and buddy, what to expect on day one, I-9 instructions

• [ ] Create unique onboarding plan (using onboarding template above)

• [ ] Order equipment

  Equipment	Ordered	Delivered
  Computer

One Week Ahead

• [ ] Invite to calendar events
  • [ ] First day meeting with manager on the calendar
  • [ ] First day all team meeting on the calendar
  • [ ] Put first week meeting on calendar to discuss compensation, reviews
  • [ ] Put first week meeting on calendar for Township housekeeping items
  • [ ] Put first week meetings on the calendar with manager
  • [ ] Any other applicable meetings/events
• [ ] Create accounts
  • [ ] list accounts new hire needs to sign up for
• [ ] Send welcome card (and swag, if available) to arrive before first day
• [ ] Share passwords and logins as needed
• [ ] Add new hire to appropriate projects in Harvest/time keeping software
• [ ] Send final welcome email with onboarding overview and checklist

First Week

• [ ] Complete I-9
• [ ] Share medical benefits enrollments forms, support through process
• [ ] Share handbook signature page via Docusign/HelloSign/PandaDoc/etc.
• [ ] Prepare for first 1-1 (use this guide)
• [ ] Add bday reminder/notification into calendar
• [ ] Set up benefits
  • [ ] List applicable benefits to set up

First Three Months

• [ ] Check on new hire's progress of onboarding checklists
• [ ] Write bio and upload picture onto site
• [ ] Acknowledge completion of first month
• [ ] Send card and small gift for completion of first three months
• [ ] Intro plan for 3 months slides for Town Hall
• [ ] First review with the career framework
• [ ] Send onboarding feedback survey