Employee Onboarding Checklist

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1 Employee Onboarding Checklist When onboarding is successful, new employees will feel more engaged, they ll be more motivated to perform well, and they ll be that much more ready to contribute to the bottom line. - Aberdeen Group

2 Collect Employee and Position Details Create & Send the Job Offer Personal Details First Name Surname Address Mobile Number Address Position Details Position Department Hiring Manager Employment Details Employment Type Employment Status Start Date Base Salary Commission Superannuation Rate Total Remuneration Contract Specific Drivers License Check Passport Check Probation Period Termination Notice Period Medical Check Credit Check Work Rights Status Eligibility Check Super Choice/KiwiSaver Details Job Related Employment Contract Employee Handbook Office Details Company Overview Policies Use Internet Use Social Media Use Policy Alcohol Consumption at Company Events Attendance Charitable Donations Code of Conduct Computer and Network Use Confidential Information - Classification and Handling Conflict of Interest Conflict Resolution and Communication Dating Co-workers Dress Code Drug and Alcohol Free Workplace Effective Communications External Company Communications Gifts and Gratuities Gifts and Lunches for Employees Intellectual Property Legal Inquiries or Actions Non-Disclosure Agreement - Between Companies Non-Disclosure Agreement - Visitors Off-Duty Conduct Outside Employment or Appointments Personal Activities during Working Hours Privacy of Personal Information Solicitation on Company Premises Use of Portable Electronic Devices Weekly Status Reports Workplace Violence

3 Provisioning for the new employee Organisation Socialisation Announcement Team introductions scheduled Payroll Payment details added to system IT Computer required Phone required Software required Peripherals needed (headset, USB WiFi) Logins Address Provisioning Team Desk allocated Phone setup Prefer to automate the checklist? HROnboard allows you to complete this entire checklist automatically. You ll save time. You ll never miss a step. You ll create beautiful job offers and your new hires will have an awesome experience. Offer and Policy Acceptance Contract Signed & Returned Policies Signed & Returned To find out more, contact us at

4 Communication General Internal team notified Direct team notified Managers notified Sales, Customer Success & Senior Management Customers notified Process Notificaions IT notified Payroll notified Security notified Employee Offboarding Checklist Recover Company Assets Although it may seem counter productive to focus on employees exiting a company, offboarding can have a dramatic impact on organisational growth and performance. - Aberdeen Group Electronic Hardware Laptop Computer Monitor Peripherals Mobile Phone ID and Passes Security Pass Office keys Employee ID Staff Discount Card Job Related Company car Tools & equipment Uniform

5 Security & Documentation Employee Documentation Final pay summary provided Certificate of Service provided Centrelink Separation Certificate provided Internal Documentation Resignation letter filed & stored Employment history filed & stored Systems Access Access revoked from internal systems account deactivated Remote access blocked Sensitive Data recovered Prefer to automate this checklist? HROnboard allows you to complete this entire checklist automatically. Offboard employee in style, securely. Streamline the process and create a great lasting impression. Engagement Exit experience Has the employee been offboarded fairly? Has the employee been given a positive farewell? Is the employee leaving with a positive perception of your organisation? Exit survey completed Alumni program Employee added to former employee alumni network To find out more, contact us at