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What is included in an onboarding checklist?

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Vabro

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March 04, 2023

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14 min read

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What is included in an onboarding checklist?

An effective onboarding process is essential for integrating new employees into an organization. A well-structured onboarding checklist ensures that nothing is overlooked and helps new hires feel supported from day one. Here’s what an onboarding checklist typically includes:

1. Pre-Arrival Preparation

Before the new hire starts, certain preparations should be made. This includes setting up their workspace, providing necessary equipment like laptops, and ensuring access to company systems, such as email or project management tools. Having everything ready ensures a smooth transition for the new employee.

2. Welcome and Orientation

The first day is crucial. The checklist should include a welcome session, introduction to team members, and an office tour (for in-person onboarding). In a virtual setup, ensure proper access to communication platforms like Slack or Microsoft Teams. Orientation typically covers the company's mission, values, culture, and policies.

3. Paperwork and Compliance

New hires need to complete certain paperwork on their first day. This includes signing contracts, tax forms, and any other legal documentation. Compliance training, such as workplace safety or anti-harassment policies, should also be part of the checklist.

4. Job-Specific Training

Providing clear job-specific training is key to helping the new hire understand their role. Include training sessions, assigned mentors, and any resources that will guide them through their daily tasks. This phase can last from the first few days to a couple of weeks, depending on the complexity of the job.

5. Check-Ins and Feedback

The onboarding process should also involve periodic check-ins with the manager or HR team to assess how well the new employee is adapting. Provide an opportunity for the new hire to ask questions and offer feedback on the onboarding process.

Why Vabro Simplifies Onboarding

With Vabro’s customizable onboarding templates, you can streamline the entire process and ensure nothing is missed. Vabro automates the checklist, assigns tasks, and provides timely reminders, making the onboarding experience smooth for both managers and new hires. Vabro offers a more efficient and user-friendly platform than traditional onboarding tools, ensuring your team starts strong from day one.

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