BEFORE THE EMPLOYEE’S START DATE
Outcomes: The employee finds a welcoming environment with knowledgeable
colleagues and a fully equipped work station; new employees feel settled in by the
end of their first day.
Schedule and Job Duties
Call employee.
Confirm start date and time, location, parking arrangements, dress code, etc.
Identify computer needs and requirements.
Provide name of their onboarding buddy.
Remind employee to complete any orientation tasks that are needed (bring
information for I-9, insurance forms if applicable, etc.).
Add regularly scheduled meetings (e.g., staff and department) to employee’s
calendar.
Prepare employee’s calendar for the first two weeks.
Plan the employee’s first assignment.
Send insurance information and employee handbook.
Socialization
Email department, team, and/or functional unit of the new hire. Include start
date, employee’s role, and bio. Copy the new employee, if appropriate.
Set up meetings with critical people for the employee’s first few weeks.
Arrange for lunch with the appropriate person(s) or buddy for the first day and
during the first week.
Select the buddy.
Meet with the buddy, and provide suggestions and tips.
Arrange for a building tour.
Send employee welcome video.
Work Environment
Assemble an informational packet from the department and include job description,
welcome letter, contact names and phone lists, campus map, parking and transportation
options, mission and values of the institute, background on your unit, etc.
Clean the work area, and set up cube/office space with supplies.
Order office or work area keys.
Order business cards and name plate.
Arrange for parking, if needed.
Add employee to relevant email lists.
Technology Access and Related
Order technology equipment (computer, printer, smartphone) and software.
Contact IT to have the system set up in advance.
Arrange for access to common drives, and coordinate password authorizations.
Arrange for phone installation.
Training/Development
Begin creating a 90-day learning and development plan.
Arrange pertinent trainings required for the job.