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Introduce the new employee’s onboarding buddy.Hit the essentials: entrances, restrooms, kitchen, common room. Show the new employee their workstation.Introduce the new employee to their colleagues and department.Be sure to greet the new employee at the door.Set out everything that should be done during the first day. Prepare a welcome package and place it on the workstation if possible.
CHECKLIST TEMPLATE FULL
Create accounts, email, and other needed accounts for the new employee (prepare a full list of all services).Create their accounts in the HR system.Define where the new employee’s workstation will be.Make sure that the head of their department is prepared for the new arrival.If possible, inform coworkers of the time and place for a meet-and-greet.Announce their start date, and which office they will be working from.Send out a company-wide email announcing the new hire, with their name and position.Follow this carefully and you won’t miss a thing. This step is crucial! You don’t want your new hire to feel like you are not prepared for them. Attach your company informational documents.Explain the dress code, if there is one.Include schedule breakdown of their first day.Provide a list of the documents they should bring.Provide the phone number and email of their contact person.Include the starting date, time and location.The email should create a positive impression and set the new hire up for success from day one. This is the first official message that your new hire will get, except for the contract signing of course.
CHECKLIST TEMPLATE PDF
The welcome email checklistĭownload a printable template PDF / PNG / Excel. Streamline your onboarding process by including the following in your checklist: 1.
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CHECKLIST TEMPLATE UPDATE
With the Previous Event Template type, you can update Task Due Dates automatically to be due the same number of days away from the new event's start date. Setting Due Dates automatically from event start date Then add "" before the event's name, so it will appear at the top of the list. To save your Checklist Templates so that they're easy to find, first create a Templates team. These will appear in the Previous Event dropdown list. You may want to create events specifically to use as Checklist Templates. Optionally set the Due Dates automatically from the event start date.Community Template: Import Checklist(s) created by Circa that are based on best practices for managing different types of events.Choose to import the entire Checklist or just a Checklist Section. Previous Event: Import Checklist(s) from events previously created in your Org.Use the Import button next to the blue "Add Task" button.To import a Checklist Template, navigate to the Checklist tab within an event.
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With Templates, you can also set the Due Dates on the Checklist Tasks to the start date of the new event. Checklist Templates let you import a Checklist into an event.
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