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Employee Onboarding/Offboarding Weekly Tip #1 – The essential tasks


We often get asked about what the key tasks for Employee Onboarding are that we should be doing. It does depend on which country you are based in but in the UK, here is a list of key onboarding tasks split up into the different areas of the business.

Tasks for Human Resources

  • Send out a new starter welcome pack that includes the forms and documents new hires must complete.
  • Ensure you have the right to work documentation.
  • Share the good news via your Intranet or automatic let everyone know by using iThink Connect New Starter product.
  • Document the new starter’s role and compensation information in your HRIS system or records.
  • Add the new employee to the payroll.
  • Share essential company policies, including:
    • Hours of operation
    • Dress code
    • Directions and parking information
    • Reminders of what to bring on the first day (e.g., bank account details, etc.)
  • Schedule intro meetings to go over paperwork, including benefits, bank account details, and company policies.
  • If your organisation conducts periodic reviews (such as after a 90-day probationary period), schedule these and other important milestones.
  • Ask new hires to complete a background check (if applicable).

Tasks for Managers

  • Share the good news! Let everyone know by using our iThink Connect New Starter product.
  • Assign your new hire a mentor and/or onboarding buddy.
  • Invite your new employee to recurring one-on-one meetings to provide regular check-ins.
  • Schedule your new starter’s first day meetings, prioritising intro calls with colleagues who will work closely with the new hire.
  • Coordinate a welcome meeting or phone call to kick off your new hire’s first day.
  • Set up a welcome lunch with the new hire’s team, if appropriate.
  • Give the new employee an introduction to the business, including how their roles fits in and any performance expectations you’ll have for their onboarding.
  • Take your new starter on a tour of the office.

IT Onboarding Checklist

  • Create an email address for the new hire.
  • Set up account permissions for any platforms or software the role requires.
  • Prepare a computer and any phone equipment or tech accessories a new hire may need.

This list covers a wide range of tasks to ensure a smooth onboarding process for new employees.

If you liked this tip then we are offering our free employee onboarding / offboarding process strategy service where we share tips with you, demostrates the art of the possible, and shows the endless possibilities to help you transform your employee onboarding and offboarding practices.

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Employee Onboarding and Offboarding Process Strategy Session