New Hire Onboarding **Needs reviewing**

New Hire Onboarding **Needs reviewing**

New Hire Onboarding 

Table of Contents


  1. Before they Start

  2. New Hire 1st Day Schedule 

  3. Training

  4. Required Paperwork

  5. Things to do to finish onboarding


Overview of the SOP - To provide guidance for onboarding a newly hired employee.


Resources {Heading 1}


Login / Passwords for sites applicable to the SOP (if required)

New Hire Checklist located in the NAS drive under Human Resources - New Employee Forms


Before they start

  1. Set up desk

  2. Set up computer

  3. Set up email

  4. Set up phone

  5. Give access to appropriate software

    1. Filemaker

    2. Slack

    3. Zoom

    4. Maghub

    5. Monday.com

    6. Microsoft Products

  6. Set up access for NAS/VPN


New Hire 1st Day Schedule 

  1. Preparedness for the new employee is key.  Use the New Hire checklist to ensure that you have accomplished everything you need to be prepared

  2. New employees should start at a later time on the first day to accommodate the HR manager being organized and ready to receive employees.

  3. Once Employee arrives - give a tour of the facility (bathrooms, break room, refrigerators) and introduce them to co-workers.

  4. Have New Hire complete required paperwork.

  5. Review Handbook with new hire.

  6. Schedule training so that the Intro to Company is taught by Jack on the first day (or as close as possible).

  7. Once training is done the new hire will work with the hiring manager to identify position description. Ensure manager has the Position Description ready for them and a copy on the NAS drive


Training 

  1. Intro to Company training (completed by Jack)

  2. Priority Management training (completed by Jack) - follow up by HR for 3 months on Priority tracking systems

  3. History Video - Completed during first couple of days - found on NAS drive

  4. Customer Service training (completed by Jack) - follow up by HR for 3 months to attend customer service meetings

  5. Yealink Phone Training - completed during the first couple of days - NAS drive

  6. Google Calendar/Drive Training - completed during the first couple of days - NAS drive PowerPoint training (Completed by HR)

  7. Phone Etiquette training - handout- (Completed by HR) can complete during handbook training.

  8. Remote Access Login procedures for shelter in place orders

  9. Training folder on NAS drive for other pertinent training.

    1. Monday.com - video training from Zoom


Required Paperwork 


  1. Federal W-4

  2. State W-4

  3. Federal I-9

  4. Direct Deposit Form

  5. Policy Handbook with addendums

  6. Signed Offer Letter

  7. EE Info/Emergency Contact form


Things to do to finish onboarding 


  1. Pin # for door access - get 4 digit # from them and activate in doors

  2. Send off information for Health/Dental/Vision/RX/Life insurance

  3. Set up ADP

  4. Give access to pertinent Google Calendars (They must have set up Google first)

  5. Input annual work anniversary and birthday into the Google Calendar

  6. Input 90/180 day reviews on Google Calendar

  7. Update Org Chart and Staff Directory

  8. Set up Personnel folder

  9. Set up Training Records

  10. Give code for the front door.

Other Details 

  • Import Dates

  • Onboarding SOP created 4/25/22 by Mary Curtis

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