Skip to main content

Onboarding – Welcome Your New Team Member!

This checklist will guide you through creating a smooth and informative onboarding process that will help your new employee feel welcome, prepared, and excited to contribute to the company’s success.

Before Their First Day: Create a Warm Welcome 

  • Prepare Their Workspace: Imagine their first impression! Set up their desk with the necessary office supplies and equipment (laptop, monitor, phone, etc.) Ensure everything is functional and ready for them to hit the ground running.
  • Welcome Wagon: Order them a personalised welcome package with company promotional products, a handwritten welcome note, and helpful resources (like a company handbook or benefits guide). If they’re remote, send it via courier!
  • Tech Setup: Get them connected! Order any necessary equipment (including remote work setups) and pre-configure their access to company systems, printers, and communication channels.
  • Buddy System: Assign a friendly mentor or “office buddy” to show them the ropes and answer their questions. This fosters a sense of community and support from day one. 

Champagne Recruitment Tip: Consider personality types when assigning a buddy. Match a quieter new hire with a more outgoing buddy, for example.

  • Team Introduction: Send a warm welcome email introducing the new team member to everyone. This creates excitement and helps them feel like part of the team even before they start.
  • Clear Communication: Keep everyone informed. Let the relevant teams know about the new hire’s start date and share their contact information.
  • Induction Schedule: Craft a personalised itinerary for their first week, including introductions to key team members, HR orientation, product or service training sessions, and an overview of company culture, goals, and values. 
  • New Hire Orientation: NHO also covers the company background, mission, and vision and, an overview of company culture, goals, and values. Share this schedule with them beforehand to ease any anxieties. 

Champagne Recruitment Tip: Include breaks and social activities in the schedule to prevent information overload.

Their First Day: A Positive First Impression

  • The Grand Tour: Give them a personalised tour of the workplace and introduce them to key team members in person. Take this opportunity to answer any questions they might have about the office layout or company culture.
  • Welcome Pack Presentation: If they haven’t received it beforehand, present them with their welcome package and take them through the included materials.
  • Role Clarity Meeting: Meet with them and their manager to discuss their role, expectations, and how their contributions will impact the company’s success. This transparency fosters a sense of purpose and value.
  • Lunchtime Bonding: Treat them to lunch with their manager, buddy, or team members! This casual setting allows for informal interaction and team building. 

Champagne Recruitment Tip: Plan the lunch around the new hire’s preferences. If they have dietary restrictions, ensure there are accommodating options available.

First Week: Continued Support and Integration

  • Departmental Introductions: Schedule introductions with colleagues from different departments. Consider job shadowing opportunities to provide a well-rounded perspective of the company’s operations.
  • Paperwork and Policies: Ensure they’ve completed all necessary paperwork and reviewed and acknowledged company policies. Address any questions they may have.
  • Task Time! Their manager can assign some initial tasks to get them started and feel productive. 

Champagne Recruitment Tip: Start with small, achievable tasks to build confidence and a sense of accomplishment.

  • Regular Check-Ins: Schedule regular meetings with them and their manager to monitor progress, address any concerns, and offer ongoing support.
  • First Project Launch: Empower them by assigning their first project. This demonstrates trust in their abilities and is a great confidence booster.
  • 1:1 Meetings: Set up recurring one-on-one meetings with their direct manager to establish a communication channel and provide ongoing feedback and mentorship.

First Month: Continued Engagement and Feedback

  • Progress Check-In: Schedule a meeting to assess their progress after a month. Discuss their experience, answer any questions, and ensure they’re feeling comfortable and supported.
  • Team Integration Assessment: See how they’re settling in with the team. Are they collaborating effectively? Do they feel like valued members?
  • Training Needs Assessment: Identify any additional training needs and provide the necessary resources to help them excel in their role.
  • Feedback Matters: Ask them for feedback on the onboarding process. What worked well? What could be improved? Use their suggestions to continuously enhance the onboarding experience for future team members.

Champagne Recruitment Tip: Show appreciation

By following these steps and incorporating valuable tips from Champagne Recruitment, you can design a welcoming and informative onboarding experience. This will help your new employees feel prepared, valued, and excited to contribute to your company’s success from day one. Remember, a positive onboarding process is an investment in your future workforce, fostering a sense of belonging and setting them up for long-term success within the company.