Onboarding Checklist

Work Schedule

Clearly communicate the expected shift or work hours, including time zone considerations, to ensure alignment with the team’s availability.

Reporting Cadence

Define the frequency of reports (daily, weekly, monthly) and the format for updates on progress and performance to maintain transparency.

Company Email Address

Create a professional email address using the company domain (e.g. name@company.com) for formal communication with clients and team members.

Access to Collaboration Tools

Set up accounts on tools like Slack, Microsoft Teams, or Zoom for real-time communication and meetings, fostering effective collaboration.

Instant Communication

Ensure availability on instant messaging platforms for quick questions and updates, facilitating immediate support and collaboration.

Login Credentials for Project Management Software

Provide access to tools like Asana, Trello, or Monday.com for tracking tasks, deadlines, and project progress.

Seat in the CRM

Grant access to the CRM system (e.g., Salesforce, HubSpot) for managing client interactions and tracking leads.

Onboarding Documentation

Prepare comprehensive documents outlining company policies, procedures, and culture for quick acclimation.

Access to File Sharing Systems

Set up accounts on platforms like Google Drive, Dropbox, or OneDrive for document storage and sharing.

Hardware and Software Requirements

Determine and provide necessary hardware (laptop, headset, webcam) and software (specific applications or licenses) for effective performance.

Training and Resources

Organize training sessions or provide access to resources (videos, guides, or courses) for better understanding of responsibilities and tools.

Performance Metrics and Expectations

Clearly outline performance expectations and key performance indicators (KPIs) for goal-setting and evaluation.

Team Introduction Schedule

Plan introductions with key team members and stakeholders to foster relationships and build a sense of belonging.

Time Tracking and Reporting Tools

Set up accounts on time tracking software (like Toggl, Harvest, or Clockify) to monitor hours worked and productivity.

Point of Contact

Assign a specific team member as the go-to person for questions and support during the onboarding process, providing guidance and assistance.

Feedback and Support Mechanisms

Establish regular check-ins and feedback loops (like weekly one-on-ones) for support and to address concerns.

Role-Specific Goals

Define short-term and long-term goals specific to the role to give clarity and direction from the outset.

Communication Protocols

Establish guidelines for communication frequency and methods (e.g. daily stand-ups, email responses) to ensure alignment and efficiency.

Onboarding checklist