New Employee Onboarding
Streamline the integration of new talent into your agency with a comprehensive 30-day onboarding journey, ensuring a smooth transition and rapid productivity.
This reusable ProcessKit template contains 5 steps and 32 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Pre-Boarding & Setup
- Overview
- New Hire Full Name
- Official Start Date
- Role / Title
- IT Account & Access Provisioning
- Workspace & Equipment Setup
- Welcome Packet Sent
Welcome & Initial Orientation
- Overview
- HR Welcome & Benefits Overview Meeting
- Team & Departmental Introductions
- Agency Tour & Facilities Overview
- Review Employee Handbook & Policies
- Emergency Contacts & Personal Information Form
Tool & Process Immersion
- Overview
- Project Management Software Training
- Creative Suite / Specialized Software Access Confirmed
- Internal Communication Platform Setup & Training
- Time Tracking & Expense Reporting System Orientation
- Client Confidentiality Agreement Signed
- Initial Process Walkthrough
Role & Team Integration
- Overview
- Mentor / Buddy Assignment
- First Client Team Meeting Attendance
- Role-Specific Training Sessions Completed
- Review Performance Expectations & KPIs
- Shadowing Opportunities Identified & Scheduled
30-Day Check-in & Feedback
- Overview
- 30-Day Check-in Meeting Scheduled
- New Hire Feedback Form Submitted
- Manager Feedback & Performance Review Provided
- Goals for Next 60 Days Defined
- Additional Training Needs Identified