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
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 SpecificDrivers 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
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
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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
GeneralInternal team notified Direct team notified Managers notified
Sales, Customer Success & Senior Management Customers notified Process Notificaions IT notified Payroll notified Security notified
“
“
- Aberdeen GroupEmployee 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.
Prefer to automate this checklist?
HROnboard allows you to complete this entire checklist automatically.
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info@hronboard.me
Security & Documentation
Engagement
Employee DocumentationFinal 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