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Employee Onboarding Checklist

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Academic year: 2021

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(1)

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

Personal Details First Name Surname Email 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

Create & Send the Job Offer

Job Related Employment Contract Employee Handbook Office Details Company Overview Policies Email 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 Email 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

(3)

Provisioning for the new employee

Offer and Policy Acceptance

Organisation Socialisation

Announcement email

Team introductions scheduled

Payroll

Payment details added to system

IT

Computer required Phone required Software required

Peripherals needed (headset, USB WiFi) Logins Email Address Provisioning Team Desk allocated Phone setup Contract

Signed & Returned

Policies

Signed & Returned

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.

To find out more, contact us at

(4)

Electronic Hardware Laptop Computer Monitor Peripherals Mobile Phone ID and Passes Security Pass Office keys Employee ID

Staff Discount Card Job Related

Communication

Recover Company Assets

General

Internal team notified Direct team notified Managers notified

Sales, Customer Success & Senior Management Customers notified Process Notificaions IT notified Payroll notified Security notified

- Aberdeen Group

Employee Offboarding Checklist

Although it may seem counter productive

to focus on employees exiting a company,

offboarding can have a dramatic impact on

organisational growth and performance.

Engage new hires. Set HR free. Engage new hires. Set HR free.

(5)

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.

To find out more, contact us at

info@hronboard.me

Security & Documentation

Engagement

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 Email account deactivated

Remote access blocked Sensitive Data recovered

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

References

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