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Giving new employees a great onboarding experience is essential to their engagement and retention.

Yet, shockingly, around 60% of businesses skip setting any goals or milestones for their new hires. And only 12% of employees feel that their employer has a good onboarding program.

That’s why it’s important for you to have a killer onboarding plan and we’re here to help.

Here’s your new onboarding checklist:

Before your new hire starts

• Talk to the new employee’s future manager to understand their aims and objectives for the first few weeks
• Get all the essential documents ready, including induction checklists, new starter forms and an employee handbook
• Make sure they have a clean, tidy workstation with all the equipment they’ll need
• Create accounts for them to access email, software and any websites essential for their role
• Send them any information you’d like them to read before they start, giving them enough time to digest it

Day 1

• Introduce your newbie to the rest of the team and show them around the office. A warm welcome goes a long way
• Verify their ID and right to work in the UK and go over their P45, if applicable
• Provide them with all the materials they need to get the hang of their new role
• Walk them through key health and safety points, like the location of fire exits and the first aid kit
• Explain precisely what they’ll be doing and how their role contributes to the bigger picture

Week 1

• Assign them a challenging-yet-doable project that showcases their skills without overwhelming them
• Make sure they’ve read and filled out all relevant documents, such as employment contracts and induction checklists
• Set clear goals and milestones for their probation period and schedule regular probation review meetings

Month 1

• Share your company’s long-term goals and how you envision them contributing to the journey
• Check in with them to ensure they’re happy in their role and crystal clear about your expectations
• Help them build relationships with colleagues who they’ll be working closely with

With this onboarding checklist in hand, you’re all set. But as always, if you need a hand, get in touch.

Simply give us a call on 03300 414589, visit our contact us page or drop us an email at to arrange a conversation.

DISCLAIMER: The article is provided for general information purposes only and does not constitute legal or other professional advice. While the information is considered to be true and correct at the date of publication, changes in circumstances may impact the accuracy and validity of the information. EffectiveHRM is not responsible for any errors or omissions, or for any action or decision taken as a result of using the guidance.

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