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4 Types of Training Checklists for New Employees

4 Types of Training Checklists for New Employees

Having a new job also means being the new kid in town. Often, it’s a very intimidating position to be in. It’s facing a new workplace and culture, where you’re not sure how to move around.

As employers, you can turn what could be an awful employee experience into a memorable and more engaging one by following a training checklist for your new hires. The most important part of the employee’s first steps is to be oriented, so don’t forget this checklist.

Why is it essential to have a new hire training checklist?

A new hire’s first-day experience can affect employee engagement. A successful new hire training process should help your new employee feel supported and engaged in learning and upskilling as they go through this important transition to their new roles.

With this, your primary goal is to equip your new employees with the basic information they will need as they navigate their first few days in the company.

What Should Be in Your Checklist Template for Training New Employees

Before A New Hire Starts

  • Send a welcome email to the new employee with the following basic information:

    • Start date

    • Time of arrival (if different from the mandated working hours)

    • Working hours

    • Company dress code

    • Company policies

    • Where to go first upon arrival and the point person if different from the sender

    • Name of supervisor (if a new hire is to report directly already)

    • Necessary documents in completing the hiring process

    • Benefits plan

    • Agenda for their first day at work

    • Employee handbook (if applicable)

  • Make sure their login and user account have been arranged

  • Set up their workstation and all the necessary tools and equipment they will be needing for their role

  • Arrange an orientation and necessary training sessions

  • Send a welcome announcement to the company team regarding the new hire

On A New Hire’s First Day

  • Welcome the employee at the front desk (if possible)

  • Give a tour of the building and guide him/her to his/her department and workspace

  • Introduce them to co-workers and managers/supervisors

  • Complete HR paperwork

  • Confirm all company access needed (computer/software logins, building access, employees email and phone system)

  • Provide an orientation or a company overview training with the following information:

    • Company history and mission

    • Company timeline with key achievements

    • Company organizational chart with the new hire

    • Details regarding the new hire’s department and role in the company

    • New hire’s role and what is expected of him/her

    • Company objectives

    • Product demos (if necessary)

    • Company policies (rules, leave process, requirements for remote work (if applicable), performance review process)

    • Sign non-disclosure of confidentiality agreements (if applicable)

    • Benefits package (health insurance, stock options)

  • Provide training to access company software, equipment, etc

  • Assign a new hire mentor/peer or transition buddy

  • Offer additional training to refresh or upskill your new hire

On Your New Hire’s First Week

  • Check in on your new hire’s first week and allot time for questions

  • Review company policies and/or provide a refresher for anything your new hire might need a little review of

  • Set goals with your new employee

  • Encourage them to join or apply for different trainings that may be useful for their position

On Your New Hire’s First Few Months

  • Continue to provide support and training

  • Check in with their goals and how they are progressing

  • Encourage setting long-term and short-term goals

How will this training checklist help?

Starting a new job can be overwhelming but with a thorough onboarding process, your new hires will easily feel at ease, supported, welcomed, and at home in your company. This allows you to provide a good impression of your company and the work culture you choose to foster. Furthermore, a successful onboarding process increases employee engagement leading to higher chances of employee retention.

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