How to create a new-hire checklist template.
Employees are your company’s most valuable resource. Adequately prepare newcomers for their roles with a new-hire checklist template.
The onboarding process can be a stressful time for both new employees and hiring managers. There are a lot of steps to get through, and you definitely don’t want to miss anything. A well-organized employee onboarding checklist can do wonders to keep everyone on the same page.
What is a new-hire checklist?
A new-hire checklist is a list of steps newly hired employees must complete as a part of their onboarding process. It’s as much to let new hires know what’s coming as it is to keep your human resources staff on track without skipping any essential steps.
Your new-hire checklist template should include all the essential steps of your onboarding process, including:
- Welcome the new hire
- Send onboarding package
- Set up new hire’s work environment
- Work with other staff
- Discuss the position
- Talk about the company
- Workplace and company walkthrough
- Assign a simple task to get started
- Create an extended roadmap of the position
As soon as you hire a new employee, your HR team should check off each step after completing it. Your new-hire checklist template should be the same for every employee you hire to ensure everyone starts on the right foot.
The 5 C’s of a new-hire onboarding.
Your goal with a new-hire onboarding checklist should be to address the five C’s of onboarding:
- Compliance — Legal rules and obligations like paperwork and assigning equipment.
- Clarification — Ensure the new hire understands the expectations for their position.
- Confidence — Make the new hire feel confident they can do the job well.
- Connection — Establish personal connections with management and coworkers.
- Culture — Discuss company history, policies, stories, and rituals that occur in the workplace.
As you build your new-hire checklist template, think about the steps in your current onboarding process and how they relate to each of the five C’s. If you’re missing any, add them to your checklist for future applicants.
Tips to create your employee onboarding checklist template.
No two businesses are alike, and your new-hire checklist template will be unique to your company. But if you really want to simplify the onboarding process, it’s a good idea to save your new-hire checklist as a PDF.
PDFs are the best file format for sharing because they maintain their formatting no matter what device you use to view them. They’re also great for completing necessary paperwork because they allow new hires to fill and sign forms electronically.
Another benefit of using a PDF for your new-hire checklist is that you can share the form with your coworkers for collaboration. It’s easy to edit a PDF online to leave comments and annotations. It’s rare that one person manages the entire onboarding process. With a new-hire checklist PDF, your teammates can contribute so you won’t miss any important steps.
Additional resources.
Want to learn more about how PDFs can simplify your onboarding and HR processes? Check out these helpful resources:
- Need to create a form others can complete? Learn now to add a fillable form to your PDF.
- It’s easy to collaborate with a PDF. Share a link to your PDF document, so your coworkers can comment, annotate, and add sticky notes.
- Is your document in the wrong order? Learn how to rearrange PDF pages using nothing but your web browser with Adobe Acrobat online services.
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Content as a Service v2 - acrobat-hub - Tuesday, October 24, 2023 at 10:18