Match: A Systematic, Sane Process for Hiring the Right Person Every Time

Appendix IV. Onboarding Checklist

In Step 12 of the MATCH process we performed onboarding. In that chapter, I provided a short onboarding check-list. Here is a more in-depth example:

Prearrival

Task	Who Initiates
Go to HR office to complete W-4, I-9, and personal data form, sign employment application, and receive staff handbook and benefits packet.	Employee
Remind new employee to complete the online benefits enrollment within the first 31 days of employment (Must have ID and password).	Hiring manager
Contact administrative services regarding parking options.	Employee
Introduce to coworkers.	Hiring manager
Distribute assigned key and/or access card to office.	Hiring manager
Discuss procedures for scheduling time off and unexpected absences.	Hiring manager
Review work schedule, pay schedule, and overtime policy (if applicable).	Hiring manager
Review appropriate attire for workplace.	Hiring manager
Go over phones, fax, copier, office supplies.	Peer
Provide computer orientation at desk.	Peer
Give a department tour (place to hang coat, washroom, water fountain, vending machine, pantry/kitchen, refrigerator, emergency exit, parking space).	Peer
Arrange a welcome lunch for new employee.	Hiring manager and/or peer
Within First Week
Activate ID online if you have not done so.	Employee
Sign up for direct deposit and update online directory.	Employee
Review job responsibilities, competencies, and expectations.	Hiring manager
Review performance feedback and appraisal process.	Hiring manager
Review department's mission, strategy, ...