HR~40 min estimated8 steps

Employee Onboarding

Get new hires up to speed fast with a consistent, repeatable onboarding process.

SOP Steps

  1. 1

    Send welcome email + first-day agenda

    Send the new hire a warm welcome email that includes their first-day schedule, where to go or how to log in, and what to bring or prepare.

  2. 2

    Set up accounts (email, Slack, tools)

    Create all necessary accounts including company email, Slack workspace, project management tools, and any other software they'll need.

  3. 3

    Assign onboarding buddy

    Pair the new hire with an experienced team member who can answer day-to-day questions and help them integrate into the team culture.

  4. 4

    Complete HR paperwork

    Ensure all contracts, tax forms, benefits enrollment, and compliance documents are signed and filed.

  5. 5

    Walk through role responsibilities + team intro

    Conduct a structured meeting to explain the new hire's responsibilities, introduce them to key teammates, and set expectations for the first 30 days.

  6. 6

    Review key SOPs and policies

    Walk the new hire through the company's most important standard operating procedures and policies they'll need to follow in their role.

  7. 7

    First-week check-in

    Schedule a brief 1:1 at the end of week one to answer questions, address concerns, and confirm the new hire feels supported.

  8. 8

    30-day review meeting

    Conduct a formal 30-day review to assess progress, set goals, and identify any gaps in knowledge or resources.

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