E22: How to Manage Your Employee Onboarding Process

There are a lot of different people involved when getting ready for a new joiner!

 

How do we make this easy to manage?

 

First, work out exactly who needs to be involved and why:

 

HR will need to support the new joiner before they join, and during company onboarding

Finance will need to set up payroll

IT will need to set up system access

The manager will need to handle role onboarding

An assigned buddy can help to support the new joiner in the first weeks

 

Then think work out who will be responsible for the overall process.

 

We want to avoid a lot of handovers that could lead to dropped balls. So let HR be responsible until the end of company onboarding, and then handover to the manager.

 

Finally, create a checklist for each person involved to use. HR’s checklist can include steps to ask Finance and IT to complete theirs, and to check it actually happens.

 

We cover all this and more in today’s episode of De-stress Your Business.

 

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Helpful resources:

 

- Checklist for HR: https://airmanual.link/templates/hr-onboarding-checklist

- Checklist for manager: https://airmanual.link/templates/manager-onboarding-checklist

- Checklist for Buddy: https://airmanual.link/templates/buddy-checklist

- Checklist for Finance to set up payroll: https://airmanual.link/templates/payroll-checklist

- Checklist for IT to set up system access: https://airmanual.link/templates/system-access-checklist

 

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