Before an Employee Starts

Review and update your training and documentation:

Has any process changed or updated since the last time the document was reviewed?
Have you rolled out any updates?
Are the screenshots and navigational instructions still accurate?
Share the agenda for the first day including any 1:1s, demos, or training relevant to the new hire’s role
Send manuals and instructions on how to set up corporate accounts.
Send a digital copy of the employee handbook
Identify tasks or procedures the employee needs to know
Identify the best way to deliver new employee training:
Online training
Classroom training
Hands-on practice
Identify who should conduct the training
After an Employee Starts
Allocate Resources and Supplies
Ensure employees sign into all important tools & softwares used by their team
Deliver training:
Company overview training:
Present the company’s origin story, core values, and mission statement
Display the company timelines with key achievements and future goals
Offer detailed explanations of department structures and roles
Provide any product demos the new employee might need
Set time for new hire Q & A
Company policies training:
Describe workplace rules and company policies
Describe the types of leaves offered
Explain your requirements for remote work
Explain the performance review process
Role-specific training:
Describe the new hire’s tasks
Present job-specific tools that the new hire will use for their work
Provide all the helpful resources to find answers to frequently asked questions
Present business objectives related to the new hire’s position
Explain the roles of different members of the team
Provide a training buddy
Schedule introductory one-on-ones between the new hire and team members.
Schedule regular one-on-ones between the manager and the new hire.
Schedule connects with other teams within the new hire's function.
30 Days and Beyond
Check employee understanding after training by giving assignments about the training
Run employee onboarding surveys
Track user metrics via LMS or DAPs to identify any shortcomings in your training program to make improvements in the futu
Provide ongoing support
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