Staff Onboarding Process

phase 1: Pre-Onboarding

1. Create Employee Profile

Set up the new hire’s profile in the Mosaico with personal details, job title, and start date.

2. Prepare Employment Contract

Draft and send the employment contract to the new hire for review and electronic signature.

3. Send Welcome Email

Send an email to the new hire with onboarding instructions, timeline, and login details.

4. Coordinate with IT

Notify IT to set up the new hire’s equipment, email, and access to necessary software and systems.

5. Schedule Orientation

Organize and schedule an orientation session, including an introduction to the company and policies.

6. Set Up Equipment

Prepare and configure the new hire’s computer, software, and required tools for the role.

7. Provide Network Access

Ensure the new hire has network credentials and access to the company’s internal systems.

8. Set Up Email Account

Create and activate the new hire’s company email account with login credentials.

9. Assign User Permissions

Configure role-based permissions for accessing company systems and tools.

10. Deliver Equipment

Ensure that laptops, monitors, and other equipment are delivered to the new hire’s workspace.

phase 2: Onboarding Day

11. Sign Employment Contract

The new hire reviews and electronically signs the employment contract.

12. Complete Onboarding Documents

The new hire fills out required HR forms such as tax information and banking details.

13. Attend Orientation

The new hire attends a scheduled orientation session to learn about company policies and procedures.

14. Set Up Work Tools

The new hire logs in to work-related tools, including email, collaboration platforms, and software.

phase 3: Post-Onboarding

15. Complete Assigned Training

The new hire completes role-specific training modules as part of their onboarding.

16. Review Company Policies

The new hire reviews and acknowledges important company policies and the employee handbook.

17. Meet Team Members

The new hire attends meetings with their team and direct supervisors to build connections.

18. Submit Any Questions

The new hire reaches out to HR or their manager with any concerns or questions about the onboarding process.

19. Monitor Progress

Track the completion of the new hire’s onboarding tasks, documents, and training.

20. Conduct Check-In Meeting

HR or the manager schedules a check-in meeting to gather feedback and provide support.