EMPLOYEE ONBOARDING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Candidate Profile: Fetch the signed offer letter and candidate details from the Recruitment Data Model.
[ ] Create Employee Record: Generate a new entry in the Employee Master Data Model using the candidate's information.
[ ] IT Hardware Provisioning: Assign a task to the IT Department to prepare laptop, monitor, and peripherals.
[ ] Account & Software Access Setup: Assign a task to IT to create email, Slack, and required SaaS accounts.
[ ] Create IT Asset Assignment: Create a record in the Asset Management model linking the specific hardware to the new employee.
[ ] Calculate Start Date Reminder: Calculate the date 7 days prior to the start date to trigger a welcome sequence.
[ ] Send Welcome Email to Employee: Send an introductory email to the new hire with office details and first-day instructions.
[ ] Manager Orientation Meeting: Assign a task to the Hiring Manager to schedule a 1-on-1 meeting for Day 1.
[ ] Update Employee Status: Change the status of the Employee Record from 'Candidate' to 'Active'.
[ ] HR Document Verification: Assign a task to HR to verify ID, Tax forms, and I-9 compliance.
[ ] Fetch Department Policy: Retrieve the specific department handbook from the Company Policy Data Model.
[ ] Send Policy Documents: Email the retrieved department-specific policies to the new employee for review.
[ ] Office Access & Badge Creation: Assign a task to Facilities to prepare physical building access badges.
[ ] Log Onboarding Completion: Create a final entry in the Onboarding Audit Log for compliance tracking.
[ ] Generate Monthly Onboarding Report: Create a summary report of all completed onboardings for the month for HR Leadership.
[ ] Calculate Total Onboarding Cost: Sum all cost-related entries (hardware, software licenses, etc.) associated with the new hire.

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