First Name:

Surname:

Department:

🚦Status: Pre-Onboarding

📅 Start Date:

💼 Line Manager:

❓Buddy:

🚦Pre-Onboarding:

Legal:

• [ ] Right to Work
• [ ] Offer letter
• [ ] Contract of Employment

Finance:

• [ ] Bank Details Form
• [ ] P45

Tech Stack:

• [ ] Arrange access for common drives, platforms and dashboards
• [ ] Order office equiptment
  • [ ] Laptop
  • [ ] Chargers
  • [ ] Monitor
  • [ ] Heaphones
• [ ] Log all equipment in the company asset register
• [ ] Set up company email and add them to all relevant online communication channels and email lists

Basics:

• [ ] Communicate to the [Department] for their start date
• [ ] Assign a Buddy
• [ ] ID Badge
• [ ] Keys
• [ ] Welcome pack/hamper
• [ ] Welcome email / Ahead of First Day
• [ ] Invite to upcoming socials / events

🚦Day 1 - Day 5:

🚦Day 1: Intro - [@NewHire] x [@LineManager]

• [ ] [10:00] Breakfast [@LineManager]
• [ ] [10:30] Our office Tour / Welcome
• [ ] [11:15] Welcome to [Company] [@LineManager]
• [ ] [13:00] Company Wide Introduction [@LineManager]
• [ ] [13:30] Lunch time! 🥙
• [ ] [14:30] IT Orientation / Tech Set Up [@IT]
• [ ] [16:00] End of day one catch up [@LineManager]

🚦Day 2: How we work & Strategy - [@NewHire] x [@Buddy]

• [ ] [09:30] Breakfast [@Buddy]
• [ ] **[10:00] ‘**How we work’ with clients & partners [@LineManager]
• [ ] [12:30] 1:1 on new hire expectations & role [@LineManager]
• [ ] [13:30] Lunch time! 🥙
• [ ] [14:30] People, Ops & Admin with [@HR/Finance/Ops]
• [ ] [17:00] End of day one catch up [@Buddy]

🚦Day 3-5: Product, Customer & Sense Check - [@NewHire] x [Multiple Departments]

• [ ] Talk through the product in detail [@LineManager]
• [ ] Bring up to speed on tools and processes [@Line Manager/IT]
• [ ] Complete Employee Database [@HR/Payroll]
• [ ] Set re-occuring check in [@LineManager]
• [ ] Catch up [@Buddy]
• [ ] Follow up questions on Company Policies [@HR/Finance/Ops]
• [ ] Give time to think about the 30/60/90 day plan [@LineManager]
• [ ] Reflect on the week [@LineManager]

🚦Month 1 - Month 3:

🚦 Month 1: Getting into the swing of things - [@NewHire] x [Multiple Departments]

🚦Months 2-3: Focus on Performance - [@NewHire] x [@LineManager]

• [ ] 1:1 [@NewHire] x [@LineManager] every week

• [ ] Review 30/60/90 day plan [@LineManager]

• [ ] Assess and action training needs

• [ ] Catch up [@Buddy]

• [ ] Acknowledge & praise for completion of first month [@LineManager]

• [ ] Headshot for website [@LineManager/Office Manager]

• [ ] Get them familiar with projects and objectives [@LineManager]

• [ ] Intros to departments:

  • [ ] Operations
  • [ ] Data
  • [ ] Creative / Design
  • [ ] Marketing
  • [ ] Finance
  • [ ] People
  • [ ] Sales

• [ ] 360 feedback from the team & use in a 6 week performance check [@LineManager]

• [ ] Prepare a ‘self-review’ against their plan and the expectations that were made clear to them in weeks 1 + 2. [@NewHire]

• [ ] Probationary Review Meeting [@LineManager]

• [ ] Send onboarding feedback survey [@LineManager]