Before day one (pre-boarding)
- Send the signed offer and collect documents and bank details.
- Create accounts and order equipment.
- Tell the team who is joining and when.
- Share a first-day schedule.
Day one
- Welcome and introductions.
- Equipment and access working.
- Policies and required acknowledgements.
- A clear list of what to do in the first week.
The first week
- Meet the manager to agree expectations.
- Role and tools training.
- A named buddy for day-to-day questions.
The first 90 days
- Set goals for 30, 60 and 90 days.
- Regular check-ins.
- Collect feedback on the onboarding experience.
What software should automate
Task assignment to HR, IT and the manager, reminders when a task is late, document collection, and the hand-off of the new hire into payroll and attendance.