New Hire Onboarding Checklist

You know that good employee onboarding programs turn timid new hires into thriving performers. You understand what steps need to be included in your new hire onboarding checklist. But… who the heck owns those steps? And how do you hold them accountable?
All too often, organizations forget to consider the multi-ownership of new hire onboarding checklists, lumping all tasks into a single set of responsibilities. This diffuses responsibility: when everyone is responsible for onboarding new employees… no one is.

So, who owns new hire onboarding?

In Learn to Win’s experience with new hire training, the following groups play crucial but specific roles in employee onboarding:
Each party should own a specific set of responsibilities and coordinate to warmly and efficiently welcome new hires. Consider this scenario:
Alex and Felicia start at new companies on the same day.
Alex finds his own desk and introduces himself to a few friendly but busy office mates. Someone from HR stops by to deliver a packet of papers, encouraging him to occupy himself reading policies for the day. His manager texts to set up a meeting in a few days time and says “Good luck settling in!” After idling for eight hours, Alex leaves feeling confused and anxious.
Meanwhile, Felicia’s manager meets her at the door, gives Felicia a tour, and introduces her to teammates, all of whom gush how excited they are to have her on the team. The manager sets up a daily meeting with Felicia and hands her over to HR. The HR professional reviews policies, helps Felicia access systems, and provides paperwork before introducing her to the Training Manager. The trainer explains their Learning Management System and the compliance and role-specific learning plans she will complete during the weeks ahead. Finally, Felicia’s new hire buddy meets with her to discuss day to day work, filling her calendar with shadowing opportunities. Felicia leaves feeling energized, excited, and full of ideas.
While both companies in this story are full of kind, hardworking people who want new hires to succeed, Alex’s company fails to establish clear ownership for new hire onboarding tasks; everyone assumes someone else will orient him. Meanwhile, Felicia’s organization clearly defines and assigns responsibilities, resulting in a smooth, meaningful onboarding program.
As employees, we would all prefer to be Felicia, right?  What’s more, as employers, we should aspire to be Felicia’s company. Organizations that deliver structured employee onboarding programs benefit:

Employee onboarding checklist

We know your time matters. That’s why we offer our Employee Onboarding Checklist, a tool designed to help simplify your process and create a more personalized experience for each new hire.

Employee onboarding timeline

While the example above follows Alex and Felicia’s first day, employee onboarding starts before a new hire’s first day and continues for 6-12 months. The timeline and associated tasks fall into four categories:

Preboarding

Tasks completed before the new hire’s start date. These ensure internal alignment and a good welcome for the new hire. These include:

Welcome

Tasks that take place during the new hire’s first days and weeks. These help the new hire feel comfortable, supported, and guided toward success. These include:

Training

Tasks completed during the new hire’s first weeks to months (though training and learning will continue throughout the employee’s tenure). These help the employee take on responsibility and settle into the company’s culture. These include:

Review

Training and review may run in tandem from three months through the employee’s first year. Review tasks are those that help the employee become proficient in their role. These include:

Who’s who in employee onboarding?

Four functions play meaningful roles in our employee onboarding checklist: Hiring Managers, HR, training or enablement managers, and peers. You may determine that your organization needs to involve different or additional roles as you customize the new hire onboarding template – this is totally fine. The point is simply to assign clear ownership for each task.

Hiring Managers

Managers play an outsized role in the employee onboarding experience. Research shows that employee-manager relationships significantly impact employee engagement and retention and this correlation starts on day one, if not before. Managers should project manage their employee’s onboarding experience: coordinating meetings, setting expectations with other contributors, and checking in with the new hire to ensure their needs are met. Additionally, managers should plan a one-on-one meeting with their new hire as soon as possible.

Human Resources

HR typically acquires legal, tax, and payroll information from the employee and ensures compliance to policies and procedures. They may also provide systems and office access or coordinate with teams that do so. Since working equipment and a timely paycheck are essential to new hires’ wellbeing, employee onboarding checklists must explicitly outline ownership for these HR-related responsibilities.

Training & Enablement

Whether your organization has a dedicated training team, functional enablement leaders, or simply a team member who handles training on the side, build the right individual or team into your employee onboarding process. They will be the one(s) to help new employees access your LMS (if you use one), plan for compliance and role-based enablement, and serve as a resource for new hire questions.

Colleagues / Mentors / New Hire Buddies

Whether your organization has a dedicated training team, functional enablement leaders, or simply a team member who handles training on the side, build the right individual or team into your employee onboarding process. They will be the one(s) to help new employees access your LMS (if you use one), plan for compliance and role-based enablement, and serve as a resource for new hire questions.

Successful onboarding programs and the 5 Cs

Each party involved in employee onboarding should make the new hire feel welcomed, empowered, and motivated. The 5Cs framework offers a great starting point.  Research shows that onboarding checklists that encompass all five “C”s rather than focusing solely on compliance lead to better outcomes.
Make sure that the tasks assigned to different owners include a focus on:

Rally around your new hires with an outstanding employee onboarding program

We’ve given you a multi-owner employee onboarding template, timeline, and best practice framework. Now it’s your turn to shape these building blocks into a program that engages teams and wows your new hires from pre-boarding through their first anniversary.

Download our free onboarding checklist template now!

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