There are generally three people involved in the process of onboarding a new employee: the Onboarding Manager, an Admin/HR contact, and an Onboarding Buddy (previously called Mentor).
One of the first tasks assigned to new employees is to review the Onboarding Schedule for their first week, which typically includes several training sessions, a daily Orientation Meeting with the Onboarding Manager and a daily check-in call with the Onboarding Buddy.
We use Trello boards to manage onboarding-related tasks, but nearly all onboarding content is contained in this Handbook. Tasks are captured in several Trello board templates (see below), each of which includes suggested timelines/deadlines and links to relevant handbook content for each task.
Tools and resources for managing the process:
- Manager Checklist (Trello board) (for onboarding managers)
- Admin/HR Checklist (Trello board) (for the Office Manager)
- Buddy Handbook (guidelines for onboarding buddy)
Trello board templates for new hires: