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Onboarding Process

Ensure your new team members have everything they need for a successful start by creating a beautiful Welcome Pack that can be easily shared in Craft.

Internal Onboarding Checklist Template

Ensure your new employee onboarding runs smoothly with this free staff onboarding checklist template.

What is an onboarding checklist?

A new start onboarding checklist is a list of all the things your company needs to do when a new member of staff joins your team.

Why create an onboarding checklist?

Creating an onboarding checklist ensures you have a consistent process when it comes to welcoming new starts, and also means you won't miss out any vital parts.

When should you create an onboarding checklist?

It's a good idea to have an onboarding checklist in place before your first employee joins. Inevitably, there will be a list of things you'll need to setup and explain to new staff and having a checklists ensures nothing important is missed.

What should an onboarding checklist contain?

An onboarding checklist should contain every task you need to do in order to fully 'onboard' a new member of staff. This will differ from company to company, but examples include:

  • Set up email
  • Create account for analytics
  • Introduce to company on Slack
  • Write personal bio
  • Add photo to company wiki
  • Meet with line manager
  • Attend engineering introduction

How to use this onboarding checklist template

  • Create a folder called ‘Templates.’
  • Create this template document and give it a title. Remember to add ‘template’ to make it easy to find later.
  • Add your content. Be sure to create an experience that looks beautiful.
  • You're ready to share

Sharing and maintaining your onboarding checklist

Once you have created your onboarding checklist document, publish it online and share it with your teammates via the 'share on web' function.

Onboarding checklists are living documents; they should be reviewed regulary and updated as your company changes. This is quick and easily to do with Craft, and your edits will appear immediately.

Get this free onboarding checklist template here.

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