CLC Onboarding Checklist
CLC Onboarding Checklist
Pre-Start
Task Additional Information Owner Completion Date
The welcome kit should include the following:
Logistical information for their start date
Required forms
Information about the organization's vision and
1. Send a welcome kit strategy
to the new hire Candidate experience survey
Examples of work the new hire will be doing and/or
information about upcoming projects
Information unique to the new hire’s location (e.g.,
parking, lunch spots, day care)
2. Maintain Reiterate information sent via the welcome kit and
communications address new hire concerns through phone calls and e-
with the new hire mails.
3. Enroll new hire in
Centralized onboarding courses introduce the new hire to
centralized
organizational culture and processes.
onboarding courses
4. Prepare workspace
This activity may include providing the new hire with a
and make sure all
workstation, computer or other equipment, office
necessary
supplies, username and password, business cards,
resources are
planners for recurring meetings, and access to all
present and
resources necessary to the job.
functioning
5. Communicate to the
Encourage the new hire's teammates to welcome the
rest of the team the
new hire to the organization and be available for
start date of the new
questions once the new hire arrives.
hire
First Week
Task Additional Information Owner Completion Date
1. Celebrate the new Show the new hire that he/she is appreciated by
hire's arrival scheduling a lunch or social event in their honor.
2. Have the new hire
The new hire should complete government forms (e.g.,
complete necessary
the W-2 in the United States), and enroll in benefits.
work documents
Schedule a time to meet with the new hire on a weekly
basis to review and address concerns. Hold some
3. Respond to new hire
meetings in the cafeteria, at a nearby coffee shop, or
concerns
other informal atmosphere to make the new hire feel
more comfortable.
4. Introduce the new
hire to members of Have the new hire set up one-on-one conversations with
his/her immediate team members throughout the first few weeks.
team
This tour should include where the new hire can find
5. Give the new hire a
supplies, copy machines, coffee, restrooms, the
tour of the facilities
cafeteria, and exits.
6. Review onboarding
Ensure the new hire is prepared for the onboarding
objectives and
schedule for the first few months, and address questions
timelines with the
the new hire may have.
new hire
First Month
Task Additional Information Owner Completion Date
2. Assign a
Buddies should be employees who are knowledgeable of
mentor/buddy to
the organization and high-performing. Provide buddies
assist the new hire in
with a list of possible activities to undertake or questions
acclimating to the
to answer with the new hire.
organization
3. Create a networking
plan between the new The networking plan should include senior executives,
hire and appropriate peers of the new hire, and other new hires within the
individuals across the organization.
organization