Pre-hire Checklists

Setting Up Your New Employee Onboarding

Getting a new team member ready to start can be a lot to manage. Our pre-hire checklists are designed to help you streamline the onboarding process, ensuring that all necessary tasks are completed before their first day. This feature helps you stay organized, create a great first impression, and get your new hire set up for success from day one.

Why Use a Pre-Hire Checklist?

Pre-hire checklists help you manage all the critical steps that happen between accepting an offer and the employee's start date. This includes everything from administrative tasks to IT setup, ensuring nothing gets missed. By automating these reminders and tasks, you can:

• Improve Efficiency: Reduce manual work and ensure a consistent process for every new hire.
• Enhance the New Hire Experience: A smooth onboarding process makes a positive first impression and helps new employees feel welcome and prepared.
• Ensure Compliance: Keep track of important documents and required training to ensure you're meeting legal and company standards.

How to Create and Customize a Checklist

You can create a custom pre-hire checklist template that automatically gets assigned to new hires. This saves you from having to manually create a list for each person.

1. Navigate to Onboarding: Go to Onboarding > Configuration > Pre-Hire Steps

   Create a New Template: Click the "New Checklist" button. You can give it a name, like "Full-Time Employee Onboarding" or "Sales Team New Hire."

2. Add Checklist Items:
   • Click "Add Task" to create a new item.
   • Task Title: Give the task a clear, concise name (e.g., "Add to Payroll," "Order Laptop").

   • Assignee: Choose who is responsible for completing the task. This can be an HR manager, a direct supervisor, or any employee who is responsible.

     

Pro-Tip: You can create different checklists for various roles or departments. For example, a checklist for a supervisor might include a task to "assign truck," while a checklist for an in-office employee would include a task to "set up desk and access card."

Utilizing Your Checklist

Once a checklist template is created, you will be able to add it to a potential new hire when you move them to the Onboarding step.

1. Adding a New Hire to Onboarding: When you add a new employee's profile, our system will prompt you to select an onboarding checklist template.
2. Tracking Progress: The checklist will appear on the applicant's profile page as well as the onboarding page. You can view the status of each task (not started, in progress, complete) and see who is responsible for it.
3. Marking Tasks Complete: Once a task is done, you can simply click the checkbox next to the item to mark it as complete.

By following these steps, you can create a seamless and professional onboarding experience for everyone involved.