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Onboarding Checklist Template Shrm

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Luella Mauzy April 4, 2020 Checklist Template

Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.

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Employee onboarding isn’t just business, it’s personal. It’s your opportune moment to leave a long-lasting first impression, that’ll convince your new employees that your company is the perfect place for them. That’s why a well-developed onboarding plan is essential to turn new employees into happy and productive ones.

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Follow the tasks on your checklist and tick them off as you complete them. You may find it handy to keep an updated version on your computer where you can add notes such as deposits paid and when final payments are due. Use a notebook to record any notes rather than writing them on the checklist itself as it can soon become crowded and illegible!

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Once your tasks are in order you can start determining how far ahead of the party they are going to need to be accomplished. You list categories might be something like "More Than 3 Weeks Before", "2-3 Weeks Before", "1 Week Before", "3 Days Before", "2 Days Before", "1 Day Before", "Party Time!". Each one of the tasks on your list should fall into one of these categories.

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