New Hire Orientation

Run this process every time a new employee is being oriented into the company

10 steps

Process steps

1

Before arrival HR: Send new employee email and company handbook

5 days from previous step
task
Hi {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} !Welcome to the team! We’re thrilled to have you at {{company-name-209150}} .We know you’re going to be a valuable asset to our company and can’t wait to see what you accomplish. Just a reminder, your first day is {{tentative-start-date-209152}} .All you need to bring is yourself and some ID for your I-9. Our dress code is casual, so wear something comfy! Feel free to park in any unmarked spot in the parking lot.Check in with Paula at reception. She’ll provide you with your security badge. I’ll meet you in the lobby to introduce you to the team, show you to your workstation and take you on a quick office tour.Feel free to email me in case of anything.Welcome aboard! {{company-handbook-209151}} Thanks,HR Manager.
2

Before arrival Manager: Send new employee email and create work-plan for month 1-3

5 days from previous step
task
Dear {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} ,Welcome aboard {{company-name-209150}} ! We’re thrilled to add another member to our growing team. I’m sure your experience and sense of humor will fit in well here. I know we’ve spoken a bit in the interviewing process, but I’m looking forward to getting to know you better.One of the things I most enjoy about working for {{company-name-209150}} is the continuous learning I have experienced in my ten years here. I’ve become a more determined and creative person in my role, and as your manager, I’m excited to see what kind of contributions you’ll make to the company’s growth, as well as my own.We’ll see you at the office, {{tentative-start-date-209152}} at 9 am. We’ll start with a tour of the office so you can meet your coworkers. Then we’ll do a bit of paperwork and get you started.Looking forward to seeing you at the office, {{manager-name-209148}}
3

Before arrival IT: Set-up desk and computer

5 days from previous step
task
Set up {{new-hire-first-name-209141}} desk and computer.Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} Department: {{new-hire-department-209144}} Personal email: {{manager-name-209148}} Tentative start date: {{tentative-start-date-209152}} Thanks,.
4

First day HR: Meet new employee and introduce manager, set up tax forms

5 days from previous step
task
Meet {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} and introduce to {{manager-name-209148}} .Set up {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} tax form.Thanks,HR Manager.
5

First day Manager: Introduce employee to department, begin training

5 days from previous step
task
Introduce {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to team members and go through {{work-plan-for-month-1-3-209153}} .Begin gtraining on work duties and assign first task.Thanks,HR Manager.
6

First day IT: Set-up email, company login, ID, badge etc

5 days from previous step
task
Help set up email, company login, ID etc.Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} Department: {{new-hire-department-209144}} Personal email: {{manager-name-209148}} Tentative start date: {{tentative-start-date-209152}} Thanks,.
7

First week HR: Invite employee to company events, help employee sign up for benefits

5 days from previous step
task
Kindly invite {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to {{company-name-209150}} events.Help {{company-name-209150}} sign up for {{company-name-209150}} benefits.**insert video explaining how to sign up for {{company-name-209150}} benefits**Thanks,HR Manager.
8

First week Manager: Schedule first one on one check-in

5 days from previous step
task
Schedule first one on one meeting with {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to check in.Continue assigning achievable tasks.Remember to schedule weekly meetings to build trust.Thanks.
9

First week IT: Answer any questions relating to company software

5 days from previous step
task
Help answer any questions relating to {{company-name-209150}} software/ security protocals.Thanks,HR.
10

First month HR: Conduct employee on-boarding experience survey

5 days from previous step
task
**Insert survey monkey template**Conduct survey on employee on-boarding experience.Thanks,HR Manager.

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