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Onboarding Checklist: 

Before the First Day:

1. Prepare Workspace:

Set up a clean and organized workspace for the new employee.

Ensure all necessary equipment (computer, phone, etc.) is ready.

2. Welcome Package:

Send a welcome email with relevant information, including the start date, schedule, and any pre-reading materials.

3. Documentation:

Ensure all necessary employment documents (contracts, tax forms, etc.) are completed.

First Day:

1. Welcome and Introduction:

Greet the new employee warmly.

Provide an overview of the organization’s mission, values, and structure.

2. Office Tour:

Give a virtual or physical tour of the office, introducing key areas and facilities.

3. Introductions:

Facilitate introductions to team members and key stakeholders.

Schedule one-on-one meetings with team members.

4. Training:

Provide an orientation to the company’s policies, procedures, and culture.

Conduct any necessary job-specific training.

First Week:

1. Check-ins:

Schedule regular check-ins to gauge the new employee’s comfort level and address any concerns.

2. Assign a Buddy:

Pair the new employee with a mentor or buddy for additional support.

3.Team Building:

Encourage team-building activities or social events.

4.Review Expectations:

Clarify performance expectations and goals.

Remote Onboarding Checklist:

Before the First Day:

1. Technology Setup:

Ensure the new employee has the necessary equipment and software.

Provide login credentials and instructions.

2. Welcome Email:

Send a welcome email with detailed information, including the start date, schedule, and virtual meeting links.

3. Documentation:

Digitize all necessary employment documents and establish a secure way for electronic signatures.

First Day:

1. Welcome Call:

Conduct a virtual welcome meeting to introduce the new employee to the team.

Provide an overview of the organization and its values.

2. Virtual Tour:

Use video conferencing to give a virtual tour of the company’s digital workspace.

3. Online Training:

Provide access to online orientation materials and training modules.

Schedule virtual training sessions.

First Week:

1. Regular Check-ins:

Schedule daily check-ins during the first week and then transition to weekly check-ins.

2. Virtual Team Building:

Organize virtual team-building activities or casual online meetups.

3. Documentation Review:

Review company policies, procedures, and expectations through online documents or presentations.

4. Assign a Virtual Buddy:

Pair the new employee with a remote mentor or buddy for guidance.

Amanee Hasan

Amanee Hasan is a Senior Content Writer at ZenHR, an award-winning and top-rated HR solution that offers world-class HR software services in the MENA region. Her main focuses are SEO, UX writing, copywriting, and creating content highlighting the latest HR trends, and gives organizations and individuals the tools they need to create successful work environments where people thrive.