Onboarding for People Leaders
Tasks & Phases Included in This Workflow
Phase 1: Pre-Onboarding
1. Create Employee Profile
Set up the manager’s profile in Mosaico with personal details, job title, and start date.
2. Prepare Employment Contract
Draft and send the contract for review and e-signature.
3. Send Welcome Email
Share onboarding instructions, timeline, and login details.
4. Coordinate with IT
Notify IT to set up required equipment, email, and system access.
5. Schedule Leadership Orientation
Arrange orientation covering company values, leadership expectations, and policies.
6. Set Up Equipment
Prepare and configure the manager’s tools and workspace.
7. Provide Network Access
Ensure access to company networks and internal systems.
8. Assign User Permissions
Configure role-based permissions for management tools.
9. Prepare Onboarding Guide
Include key leadership guides, company goals, and policies.
Phase 2: Onboarding Day
10. Sign Employment Contract
Ensure the manager signs the contract electronically.
11. Complete Onboarding Documents
Fill out necessary forms such as tax and banking details.
12. Attend Leadership Orientation
Attend a session on company policies and leadership development.
13. Set Up Work Tools
Log into key work tools such as email, project management platforms, and reporting systems.
Phase 3: Post-Onboarding
14. Complete Leadership Training
Assign leadership development modules and compliance training.
15. Review Company Policies
Ensure policy acknowledgment through digital signatures.
16. Meet Direct Reports
Schedule meetings with team members and key stakeholders.
17. Create Manager Action Plan
Collaborate on a 30-60-90 day action plan with senior leaders.
18. Set Performance Goals
Establish clear goals aligned with department objectives.
19. Submit Feedback & Questions
Encourage managers to ask questions and submit concerns.
20. Monitor Progress
Track task completion and schedule regular performance reviews.
21. Conduct Check-In Meeting
HR or senior leaders conduct a check-in meeting for onboarding feedback and guidance.
