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New Hire Checklist Template

Managers must prepare for the entrance of new staff before they begin work. This checklist assures that you are prepared—even before the first day.

Template Configuration
6

Task status

New

Manager Training

Prep

First Day

Finished

Closed

3

Task type

Action
Reference
Awaiting
1

Custom field

Priority Rank

Template Details

A sample checklist for keeping track of new employee papers. Employee data is input into HRIS and payroll systems. Declare that new hire reporting is complete.

Using our new hire checklist template, you can standardize onboarding.

If your firm provides employee benefits, you must supply your new recruit with the necessary enrollment documents as well as benefit information. These are usually given by your insurance company. Many suppliers also offer employees internet sites or portals, in which case you’ll need to provide your employee instructions on how to create a login and account on the portal. (Wong)

When you put so much work into identifying the finest candidate, you often have to hustle to prepare for their arrival. That onboarding process may fluctuate depending on whatever team you oversee, resulting in disparate experiences throughout your organization. Our new recruit checklist template assists managers in standardizing and accelerating the onboarding process. Try these suggestions:

  • Make your onboarding process more consistent. Hiring managers may be certain that they are providing their new employee with the tools they need to succeed if they use a consistent, adaptable strategy. Begin by customizing our new hire checklist template to reflect your team’s particular training, documents, or demands.
  • Collaborate with teammates from other departments. Onboarding a new recruit typically entails collaboration across many departments to verify that everything is in place. Organize duties, due dates, and attachments by recording them all in your new hire checklist and attaching them to other ongoing Tracup projects.

The Template Default

Task Status: ☹[First Day]👌[Manager Training]🖐❎[Prep] [Finished]
Task Type: [Action] [Reference] [Awaiting]
Custom Field: Priority Rank(text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Priority Rank

Reminder:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

RELATED RESOURCES

  1. Wong, Belle. “New Employee Forms and Paperwork (2022 Guide) – Forbes Advisor.” Forbes Advisor, 22 Sept. 2022, www.forbes.com/advisor/business/new-employee-forms.
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Built in 2022-09-27 17:38:33

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