New Hire Orientation

Run this process every time a new employee is being oriented into the company

15 steps

Process steps

1

Before arrival HR: Send new employee email and company handbook

5 days from previous step
task
Hi {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}! Welcome to the team! We’re thrilled to have you at {{company-name-209150}}. We know you’re going to be a valuable asset to our company and can’t wait to see what you accomplish. Just a reminder, your first day is {{tentative-start-date-209152}}. All you need to bring is yourself and some ID for your I-9. Our dress code is casual, so wear something comfy! Feel free to park in any unmarked spot in the parking lot. Check in with Paula at reception. She’ll provide you with your security badge. I’ll meet you in the lobby to introduce you to the team, show you to your workstation and take you on a quick office tour. Feel free to email me in case of anything. Welcome aboard! {{company-handbook-209151}} Thanks, HR Manager.
2

Before arrival Manager: Send new employee email and create work-plan for month 1-3

5 days from previous step
task
Dear {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}, Welcome aboard {{company-name-209150}}! We’re thrilled to add another member to our growing team. I’m sure your experience and sense of humor will fit in well here. I know we’ve spoken a bit in the interviewing process, but I’m looking forward to getting to know you better. One of the things I most enjoy about working for {{company-name-209150}} is the continuous learning I have experienced in my ten years here. I’ve become a more determined and creative person in my role, and as your manager, I’m excited to see what kind of contributions you’ll make to the company’s growth, as well as my own. We’ll see you at the office, {{tentative-start-date-209152}} at 9 am. We’ll start with a tour of the office so you can meet your coworkers. Then we’ll do a bit of paperwork and get you started. Looking forward to seeing you at the office, {{manager-name-209148}}
3

Before arrival IT: Set-up desk and computer

5 days from previous step
task
Set up {{new-hire-first-name-209141}} desk and computer. Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} Department: {{new-hire-department-209144}} Personal email: {{manager-name-209148}} Tentative start date: {{tentative-start-date-209152}} Thanks,.
4

First day HR: Meet new employee and introduce manager, set up tax forms

5 days from previous step
task
Meet {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} and introduce to {{manager-name-209148}}. Set up {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} tax form. Thanks, HR Manager.
5

First day Manager: Introduce employee to department, begin training

5 days from previous step
task
Introduce {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to team members and go through {{work-plan-for-month-1-3-209153}}. Begin gtraining on work duties and assign first task. Thanks, HR Manager.
6

First day IT: Set-up email, company login, ID, badge etc

5 days from previous step
task
Help set up email, company login, ID etc. Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} Department: {{new-hire-department-209144}} Personal email: {{manager-name-209148}} Tentative start date: {{tentative-start-date-209152}} Thanks,.
7

First week HR: Invite employee to company events, help employee sign up for benefits

5 days from previous step
task
Kindly invite {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to {{company-name-209150}} events. Help {{company-name-209150}} sign up for {{company-name-209150}} benefits. **insert video explaining how to sign up for {{company-name-209150}} benefits** Thanks, HR Manager.
8

First week Manager: Schedule first one on one check-in

5 days from previous step
task
Schedule first one on one meeting with {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to check in. Continue assigning achievable tasks. Remember to schedule weekly meetings to build trust. Thanks.
9

First week IT: Answer any questions relating to company software

5 days from previous step
task
Help answer any questions relating to {{company-name-209150}} software/ security protocals. Thanks, HR.
10

First month HR: Conduct employee on-boarding experience survey

5 days from previous step
task
**Insert survey monkey template** Conduct survey on employee on-boarding experience. Thanks, HR Manager.
11

Prepare for their arrival

1 day from previous step
task
Have everything ready before day one. Desk, equipment, accounts, badge, parking - all set up and working. Nothing says we are not ready for you like scrambling on their first morning. First impressions shape their entire experience.
12

Welcome and tour

1 day from previous step
task
Greet them warmly when they arrive. Show them around - where things are, who sits where, how to find the basics. Introduce them to nearby teammates. The goal is comfort and familiarity, not overwhelming them with information.
13

Complete essential paperwork

1 day from previous step
task
Handle required forms - tax documents, emergency contacts, benefits enrollment, policy acknowledgments. Make this as painless as possible - use electronic forms where you can. Get compliance items done early so they can focus on learning their job.
14

Cover company basics

1 day from previous step
task
Share the essentials about how things work here. Company mission and values, organizational structure, key policies, communication norms. Do not dump everything at once - pace it over the first week. Focus on what they need to know right away.
15

Connect with manager and team

1 day from previous step
task
Ensure they meet their manager for a proper conversation about expectations, goals, and working style. Schedule introductions with key teammates and stakeholders. Assign a buddy for questions. Strong connections early lead to faster productivity and better retention.

Ready to use this template?

Sign up free and start running this process in minutes.

Discover Tallyfy