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New Employee Onboarding Checklist

Employee Onboarding

15 Oct 2020 (Last updated 16 Jan 2025)

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So, you’ve hired a new recruit. Congratulations!

You want them to get into the swing of things as quickly as possible.

And one of the best ways to do that is to put together a new hire onboarding checklist. This blog will help you through putting together a checklist to make sure you give your new employee the best start possible.

Onboarding Best Practices

There is no ‘right’ or ‘perfect’ way to onboard a new employee. There is a ‘best’ way that works for you or your business. Every business is different but there are certain practices you must implement for onboarding new employees successfully.

This is called ‘best practice’ and throughout this article we will discuss best practice, as well as recommendations from Peninsula.

Before Their First Day

1. Communicate To The Team.

Before the new hire joins your existing team – if applicable – let your team know of their pending arrival. Describe the role the person is filling, how they will fit into the broader picture, why you chose this person, and – of course – how excited you are to have them on board.

2. Prepare New Hire Paperwork

Prepare the employee’s contract and any supporting documents (e.g. Handbooks or policies), along with the Fair Work Information Statement, and share with your new recruit beforehand so that they can sign and return any documents ahead of time. This is also a good opportunity to get them to fill out any forms (e.g. payroll or superannuation choice forms), so that they can hit the ground running on their first day.

Peninsula recommends you put together an Employee Handbook. This Handbook sets out the employer’s rules and regulations, and policies and procedures relating to your employment.

3. Procure Equipment.

The employee will likely need equipment, supplied by you, to perform their role. This can include anything from tools and stationery to things like computers and printers. You may also need or want to provide clothes to your employees such as uniforms, PPE, helmets and so on.

4. Set Up Accounts And Create Logins.

Do you have software that your employee may need to use? Or, do you have security systems – even including keys – that your employee may need to unlock to perform their role?

5. Set Up The Workspace.

Help your new hire hit the ground running by setting up their workspace so they can get to work straight away.

6. Give Them A Buddy or a Tuakana.

Organise another one of your employees to be a ‘buddy’ for your new recruit to show them the ropes and help them fit in at their new workplace.

Their First Week

1. Map Out Their First Day Plan.

Smooth out your new employee’s first day with a plan on their first day. After all, doing so will help you optimise getting them on board and will give them a first impression of your business as being organised. Consider: What are you going to show them, and in what order? What’s the best way of explaining the company to the new hire? How will you introduce them to their team?

2. Set Aside Induction and Training Time.

Your employee may need a few days to get across everything they need to know in their role. And, you don’t want to overwhelm them with new information. Organise yourself, their employees or their buddy to take the new recruit away from their workstation to train in the company’s operations or culture at different points throughout their first week.

3. Check In With Them At The End Of The Week.

At week’s end, check in with your employee. Ask them how they’ve finding their new job, if anything is unclear and confusing, and so forth. You want to make sure you see the employee in their second week – you don’t want them to become part of the 16% of employees who quit in their first week.

The New Hire’s First Year

Trial Periods And Probation Management

As an employer, when you first employ your employee you can agree to a trial period of up to 90 days if the employee has never worked for the employer before and you have 19 or fewer employees, or alternatively you can agree to a period of probation. A probationary period gives you the opportunity to assess whether your new employee is capable, reliable, and suited to the role.  

Both the trial and probation period must be clearly recorded in the employment agreement, but a probationary period differs from a trial period in that the employee cannot be dismissed without good reason and the employer should still follow a fair process for dismissal if employment is ended during the probationary period, or the terminated employee may raise a personal grievance for unjustified dismissal.

Make clear what you expect from the employee with regards to the job during the probationary period and let them know if there are any issues.. Provide the appropriate training and give the employee an opportunity to improve to meet the required standard before the end of the probationary period.

Professional Development

Does your new hire have all the skills required to do the job? Or, during their initial employment, have you realised that a skill is needed that you hadn’t considered previously? Further still, does your business require specialised skills that you need to train them in?

Professional development is something you should consider for all your employees, but particularly for new hires in their first year.

First Anniversary

Don’t forget to celebrate your new hire’s first anniversary either. A little reminder like this can go a long way to cultivating a good workplace culture, maintaining a happy workplace, and employee retention.

This blog has been compiled on the basis of general information current at the time of publication and reflects an opinion only and is not intended to provide anything other than an opinion at any time. Your specific circumstances as well as any changes in circumstances after publication may affect the relevance, completeness or accuracy of this information. To the maximum extent permitted by law, we disclaim all liability for any errors or omissions contained in this information or any failure to update or correct this information. It is your responsibility to assess and verify the accuracy, completeness, currency and reliability of the information on this website, and to seek professional advice where necessary. Nothing contained on this website is to be interpreted as a recommendation to use any product, process or formulation or any information on this website. For clarity, Peninsula does not recommend any material, products or services of any third parties.

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Onboarding New Staff Checklist

New employee onboarding checklist A new year brings new recruitment opportunities for your business. First impressions count for both the employee and the employer – it’s important to get things right in your new recruit’s first week to help them settle in. This article aims to provide you with some helpful hints during the onboarding process. Pre-employment tasks Before a new employee begins their employment, it is essential that your business is well prepared to welcome the new recruit to the organisation. Your business should inform all existing employees of the new starter. Once the new recruit’s start date has been set, your business should develop an orientation plan outlining the particular content that will be covered within the induction process. For example: a breakdown of topics to be covered, breaks, meetings and the opportunity to meet staff. Other things to consider include: organising access to the office building and security; creating email accounts and storage devices; and ensuring stationery is in adequate supply. Being organised from the outset can help your new recruit to quickly understand how the company works and be equipped to hit the ground running with their new role. Engaging a new employee On an employee’s first day, you should ensure that all relevant documents are put together and given to the employee. A convenient way to do this is in the form of an ‘induction package’. From a best practice perspective, the following documents should be included: employment documents including a job description, letter of offer, employment contract, copy of the business’ employee handbook and Fair Work Information Statement; Tax File Declaration form; superannuation nomination form; and personal details form. Once the employment documents have been provided to the new employee, you should highlight and discuss the key terms and conditions of their employment. In particular, you may wish to discuss the probationary period and any additional benefits that the new employee will be entitled to receive within the role (for example, commission schemes and product allowances). A tour of the workplace is also helpful for new recruits. It is an ideal opportunity for them to be introduced to colleagues and become familiar with the location of fire exits, kitchen and first aid facilities and amenities. Any additional documents (such as personal details, tax file declaration and superannuation forms) should be completed and returned to you as soon as possible. Once the business receives this information, it will need to be appropriately filed. Having a comprehensive induction process will create a solid foundation where the business can promote its workplace culture and values, increase employee retention and foster open communication amongst new and existing staff. Probation review The probationary period provides you with an opportunity to assess the new employee’s suitability for the role. During the probation period, you should identify the areas where the employee is achieving and areas in need of improvement, which can be used as a basis for either extending or reducing the probation of the employee. The appropriate screening to recruit the right individuals for your business will help minimise any potential risks for the business in the long run and will help you to make any future recruitment easier. Should you require assistance in managing a new employee, please contact Peninsula for further advice.

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