Employee Onboarding

Upload the signed offer letter to the employee file right away. Do not wait until everything else is done - if that file gets lost, you have no record of what was agreed. Create the folder structure if it does not exist yet.

Send a warm welcome email with all the practical details they need: start date, time, who to ask for, what to bring. Include any paperwork they need to complete before day one. First impressions matter.

Create the employee profile in your HR software with accurate personal details and start date. Get their tax forms and direct deposit info entered correctly the first time - payroll errors are embarrassing and annoying for everyone.

Set up their personalized onboarding checklist with all required training, meetings, and setup tasks. Assign due dates and responsible people. A clear task list helps new hires know exactly what they need to do and by when.

Book orientation sessions, team introductions, and training on their calendar before day one. Coordinate with IT for equipment setup, facilities for badge access, and their manager for the first week plan. Do not leave them sitting around with nothing to do.