Onboarding is all about formally introducing new hires to the company and equipping them with all they need to start their job or training. The output of a successful onboarding process is fully equipped, confident, and productive employees.
While many businesses have the best intentions for onboarding employees, very few stick to their commitment. Many hiring managers simply get lost in the million other things that they need to do.
Using an onboarding checklist can ensure that things get done. Its purpose is to schedule activities, ensuring that nothing is overlooked or missed. So, how do you create an onboarding checklist?
You can create a checklist the old-fashioned way. It may entail printing it on paper and sharing it with new hires or team members. A more efficient way to do this is to create an online checklist using an online tool that can allow you to assign tasks, set deadlines, and track work performance. You can consider a tool such as WorkPilot for recurring checklists and organising your processes through workflows.
Stay organised by identifying the major phases of your onboarding process. After identifying the phases, you need to figure out the key activities. Now, they include:
First office visit & sending the offer letter
Sending pre-onboarding materials or welcome email
First impressions matter, and this is one of the key phases of a great onboarding process.
Rome was not built in a day. You need to continue with onboarding activities throughout the new hire’s first week, such as making introductions or scheduling meetings with clients.
The onboarding transitions to the training phase that focuses on equipping skills to help employees perform in their new roles.
Building the actual checklist entails identifying things to be done. There are many ways to organise your checklist. For instance, you can identify the key tasks and break them down into milestones. This may look like this:
Setting up the workspace
Another way to do this is to break up the checklist into various areas such as compliance, logistics, management, training, and culture. Each area should have the key actions to be performed, for instance:
Make all concerned parties aware of the actions and tasks they will need to perform for the ultimate completion of the checklist. You should share it or provide access if you're using an online checklist creator.
You need to find ways to ensure that all the actions and activities laid out are being carried out and completed successfully. You can create ownership by making the employee aware of the checklists, ensuring they can identify what has not yet been done and report it.
That's all it takes to create a checklist for a smooth onboarding process. Remember that creating the checklist is only the first part of the battle. You must make sure that all the milestones have been completed. If you need a reliable tool to manage the checklists, WorkPilot can help out.