How do you Write an Onboarding Checklist?

Laura Parker
Apr 2024

Embarking on a new job can be as thrilling as navigating uncharted waters for any recruit. The right onboarding checklist is like the compass that guides these eager explorers through their initial voyage in your company. For businesses aiming to ensure a smooth and effective integration of new hires, crafting an exemplary onboarding checklist is pivotal. Utilizing an onboarding checklist template simplifies this process, ensuring that all essential steps are covered and no vital details are missed.

At beSlick, we understand that the essence of effective employee onboarding lies not just in documenting procedures but in ensuring these guidelines are actively followed and easily updated. Our platform allows your team to create, execute, and manage onboarding checklists with ease, promoting a more engaging and comprehensive integration experience. From the first day, new hires feel well-equipped and valued, thanks to clear, structured guidance tailored to their new roles.

How do you Write an Onboarding Checklist?

How do you write an onboarding checklist

Writing an effective onboarding checklist is akin to drafting a treasure map that leads new hires to success and integration within your company’s culture. What should be on an onboarding checklist template? Ideally, it starts with the basics—administrative tasks like setting up email accounts and providing access to necessary software. But it shouldn’t end there. A comprehensive checklist also encompasses introductions to key team members, training sessions, and initial project assignments, each step detailed to prevent any oversight.

beSlick software streamlines the creation of these detailed onboarding checklists. With its intuitive interface, managers can easily include tasks that are crucial for new employees. The ability to customize and adapt checklists ensures that each department can tailor their onboarding to meet specific needs and challenges. Additionally, the platform allows for real-time updates, which means that as the organizational processes evolve, so too can your onboarding checklists—ensuring they always remain relevant and effective.

By leveraging the beSlick platform, companies can ensure that every item on the onboarding checklist template is clearly defined, assigned, and tracked, making the daunting task of joining a new team as straightforward and engaging as possible. This approach not only sets up new hires for immediate productivity but also embeds them into the organizational culture swiftly and smoothly.

How do you write an onboarding document

Creating an onboarding document is not just about listing tasks; it’s about weaving a narrative that welcomes and guides new employees through the first chapters of their journey with your company. Start with an onboarding checklist template.

So, how do you write an onboarding checklist template that stands as a beacon for this journey? It begins by defining clear objectives and expectations for both the new hire and the organization. Include essential information such as company policies, role-specific responsibilities, and who the new employee can turn to for support.

With beSlick, this narrative is not just written but brought to life. The platform allows you to embed interactive elements such as videos, links to necessary forms, and even quizzes to ensure understanding and engagement. Customizable templates provided by beSlick enable managers to craft documents that are not only informative but also inviting and reflective of the company’s culture. This level of customization ensures that each onboarding document is a perfect fit for the department and the new hire, making the initial days at the company as enriching as possible.

Moreover, beSlick’s capability to track progress allows for real-time insights into how well new employees are assimilating the information. This feedback loop is crucial for continually improving the onboarding process, ensuring that every new team member’s start is as seamless and effective as possible.

How do you write an onboarding plan

An onboarding plan, also known as an onboarding checklist, is the blueprint for ensuring new hires not only start on the right foot but also continue to step confidently forward in their early days and beyond. When constructing a new hire onboarding checklist, it is essential to think beyond the first week. A comprehensive plan should cover everything from initial training to performance reviews over the first several months, embedding milestones that encourage growth and engagement.

Utilizing beSlick, companies can seamlessly create and manage these extensive onboarding plans. The platform supports forms, dynamic due dates, and even guest access, making it easier to coordinate across departments and include everyone involved in the onboarding process. By designing an onboarding plan with beSlick, managers ensure that no critical step is overlooked—from the essential ‘welcome aboard’ to integrating new hires into their teams and ongoing development programs.

Moreover, beSlick allows for the customization of onboarding plans to suit various job roles and departments within the company, ensuring that each new employee’s experience is tailored to their specific needs and responsibilities. This personal touch helps to foster a sense of belonging and commitment from day one, significantly enhancing employee satisfaction and retention.

How do you structure an onboarding plan

Structuring an onboarding plan effectively is critical for capturing the full potential of employee engagement. The 5 Cs of employee engagement—Clarity, Convey, Connect, Consider, and Contribute—serve as a framework to ensure that every aspect of the onboarding experience is both enriching and effective. By incorporating these principles, an onboarding plan can transform from a routine checklist into a dynamic growth path that actively involves and inspires new hires.

With beSlick, structuring such a plan becomes straightforward and impactful. The platform allows organizations to clearly convey job roles and expectations (Clarity), while also providing the tools to foster connections between new hires and their colleagues (Connect). Additionally, beSlick supports the creation of feedback mechanisms (Consider) that encourage new employees to contribute ideas (Contribute) and feel truly part of the team from the outset.

Moreover, beSlick facilitates the integration of team-building activities and training modules that align with the ‘Convey‘ aspect, ensuring that new hires receive consistent messages about company values and culture. This comprehensive approach not only boosts initial engagement but also sustains it, making the new hire’s journey a model of continuous learning and integration.

How do you Write an Onboarding Checklist?

beSlick Enable Effective Employee Onboarding

In today’s competitive landscape, a robust onboarding plan is not just a formality—it’s a fundamental part of fostering a productive, engaged, and committed workforce. By using beSlick to create and manage your onboarding processes, your organization can ensure that every new hire is not only welcomed but also well-prepared to contribute to your company’s success from day one.

beSlick’s intuitive platform makes it simple to implement an onboarding plan that is both comprehensive and customizable, aligning perfectly with your company’s specific needs and culture. From dynamic task assignments to real-time progress tracking, beSlick provides all the tools needed to streamline onboarding and enhance employee engagement.

Embrace the future of onboarding with beSlick. Start today by exploring how our platform can transform your new hire processes, making them more efficient, effective, and aligned with your strategic goals. Enhance your team’s potential and watch as new hires turn into valuable long-term contributors.

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, Author of The Dirty Word and CEO at beSlick

Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.