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Onboarding Resources
Manager to-do list
For the manager to help with onboarding the new employee.
Done
Task
1
Create a welcome letter () for your employee and email it to your employee on their first day.
2
Create a to-do list and document focused on admin, IT, and role-related resources ()
3
For the first week or two, book 30 mins to meet with your new employee each day (or an amount appropriate to the role). It’s useful to give more time to your employee at the start so that they can ask questions and you can pass on new information. It’s a great way to show that you are available and want to support them.
4
Schedule a permanent, weekly 1:1 (or whatever your normal cadence) for after the above period. For your initial 1:1 meetings, make sure you’re starting with the basics, and not deep diving right into a project or plan that might make little sense to them.
5
Add your employee to any relevant lists and meetings, and/or provide them with the lists and meetings they need to sign up for (see below)
6
Send out a note to relevant staff about the new employee, and let them know you or the employee will be schedule catch-ups with them.
7
Set up a team lunch for everyone to get to know the new person.
8
Is there a buddy you can assign them to help them learn the ropes?
9
Think through some key tasks you can assign your new employee for their first few weeks
10
Aim to set key objectives (OKRs, KPIs, whatever you want to call them) during the first month of your employee’s start date.
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Add/remove relevant meetings here:
Name of Meeting
Cadence
Meeting owner
1
All-Hands
Monthly
2
Weekly team sync
Weekly
3
X-functional Sync
Daily
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