Online Onboarding >> Onboarding Checklist for Managers
Published 07/03/2023

What to include in an Onboarding Checklist for Managers

It's essential to have an Onboarding checklist in place so that there is clear guidance for everyone involved. In this blog post, we'll discuss what should be included in an Onboarding checklist for managers.

Creating a successful Onboarding process has numerous benefits - it sets the tone for someone who is new to the company and ensures they are up-to-date on important organizational norms and policies. A well thought out venture into something like employee onboarding can take time, but ultimately make any team more effective, productive and cohesive!

Having a well organized checklist of tasks helps define your recruitment strategy and provides guidelines on how the HR department team will move forward to reach their common goal of smoothly introducing newcomers within the organization's culture. Included in an onboarding checklist should be items related to job descriptions including: legal requirements such as visa applications; preparations for travel arrangements; trainings on safety procedures; evaluating start date performance expectations; developing reporting strategies; gathering emergency contact information from new hires.

Ensuring all necessary processes have been correctly followed when bringing in fresh talent makes sure no steps are missed because having a structured onboarding process allows companies/organisations increases both quality of hire & retention rates which leads to improved productivity & measurable ROI across teams or departments over time through cost savings while also improving team morale amongst staff members old & new alike!

An updated administration system helps bridge communication between employers and potential recruits by making sure all conversations remain easily accessible during each stage of the recruitment process - from candidate interviews, assessment tests and screen share website walkthroughs right up until offer acceptance via automated email invitation workflow solutions whatever kind these may be (web based / virtual meeting platforms). Streamlining processes through automation tools puts relevant pieces together naturally allowing greater control throughout without increasing workload plus reducing paperwork. Implementing an onboarding system with integrated employee tracking systems keeps records safe whilst providing detailed visual reports summarising progress - ideal for evaluation when its comes setting future recruiting goals perhaps?

View Onboarding Templates, Forms and Examples

Sample Manager Onboarding Checklist

Here are some common check list items to include

- Review position description and job expectations

- Review company policies and procedures

- Set up employee record and paperwork

- Orient new manager to the office environment

- Review personnel files and onboarding processes

- Introduce manager to the team

- Schedule training and mentoring plan

- Connect new manager's - profile with relevant applications

- Provide tools and resources

- Assign tasks and responsibilities

- Provide new manager with orientation

- Establish performance expectations and feedback process

- Develop an action plan for future follow-up

- Celebrate the new manager's arrival

Importance of Manager Checklists during the Onboarding Process

It's the manager checklist that helps ensure all necessary onboarding steps are completed in a timely and organized manner during the onboarding process. It can help provide a smooth transition for new employees and reduce the amount of time managers need to spend orienting them and ensure compliance with any applicable laws or regulations, as well as providing a structure and guidance for introducing new team members into the organization.

Ready to start creating your own online onboarding checklist?