Employee Onboarding
Get new hires up to speed fast with a consistent, repeatable onboarding process.
SOP Steps
- 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
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
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
Complete HR paperwork
Ensure all contracts, tax forms, benefits enrollment, and compliance documents are signed and filed.
- 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
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
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
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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