In the leadership development programs, I conduct for organizations as a part of their COO training…
I emphasize one thing a lot.
This is one of the first lessons I learned while I was the COO of a multi-7-figure organization, 1-800-GOT-JUNK?.
As a COO, your job is to make other team members’ lives easier.
This doesn’t mean you should give them less work.
You should give them clear & structured work.
In today’s post, we will take a look at a checklist that will help you give clear work to your HR.
Let’s talk about the most dreaded, paperwork-filled, chaotic HR function: Onboarding.
You need to have a porcelain smooth onboarding process for your new hires.
It gives a better first impression –
that will snowball throughout their professional career with your company.
Instead of giving them a binder full of paper & some coffee in their new mug…
…give them a structured checklist in hand.
Make them cross off a step every time they have completed one.
This gives them an end in sight & makes your company more organized.
I learned this technique from an acquaintance in the Young Presidents Organization.
I now suggest this to all my COO Alliance members.
But what if you don’t have a checklist?
Here are a few activities during a new hire onboard that you can get some ideas from:
Collect Employee Details:
- Full Name
- Email Address
- Mobile Number
- Tax Details
- Job Title
- Details of Benefits Package
- Duties, Expectations & Responsibilities
- Duration of Position/Probation
- Termination Conditions
- W-4 Form
- I-9 Employee Eligibility Verification Form
- State Tax Withholding Form
- Direct Deposit Form
- E-Verify System
- Anti-Harassment Documentation
- Employee Handbook
- Welcome Gift
- Welcome Letter From The CEO
- Agenda For The First Day (Besides the Paperwork)
- Employee ID
- Parking Pass
- Business Cards
- Office Equipment like computers, phones, etc.
Getting Them To Gel With The Company:
- Orientation on the Products & Services Your Company Sells
- Organize a Lunch With Key Team Members
- Take Them on an Office Tour
- Invite them to the upcoming events
There you have it – a somewhat accurate checklist for onboarding a new employee.
Let me know in the comments if I missed anything.