When a new team member gets hired, follow the steps below for the step-by-step onboarding best practices.

<aside> 🔥 Objective: Ensure your new hire is set up for maximum success

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QUICK LINKS

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Onboarding New Team Member

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HR Email & Message Templates

🟩 Do’s

🟥 Don’ts

Start onboarding immediately after they accept the offer:

⚠️   Expect your job to get harder before it gets easier

<aside> 📌 New Hire Onboarding Tasks Checklist

When setting up accounts for new team members, please use their @agoge.consulting email

Pre-Account Setup

• [ ] Confirm their onboarding and start date
• [ ] Send job offer email
• [ ] Review and edit the following
  • [ ] Contract info
  • [ ] Add their address, phone number and business name (if applicable)
  • [ ] Onboarding tasks (use specific ones for each position)
  • [ ] Welcome email
• [ ] Text them the day before their start date saying how excited you are for them to begin (if you’re on a text friendly basis - if not, email is fine)
• [ ] Make sure they have a work compatible computer to be able to do the work
• [ ] Ask them to bring any relevant paperwork (Social Security, ID, etc.) for day one
• [ ] Give them any relevant information (and their phone number)
• [ ] Create their onboarding tasks inside the Onboarding New Team Member database
  • make sure to assign the onboarding tasks to them
  • if needed, link all related training materials inside their onboarding tasks

Account Setup

• [ ] Setup Google workspace account ([username]@agoge.consulting)
  • [ ] Add to the Shared Drive
• [ ] Setup Slack account and invite them to the workspace
• [ ] Setup Notion account and give them access to the pages that are related to their job
  • [ ] Give them access to your Company Wiki
• [ ] Setup Gusto account
  • [ ] Update and edit their contracts
• [ ] Setup 1Password Account
• [ ] Set up 1-on-1 Meeting on Zoom (confirm date and time availability)
• [ ] Add to Team Meetings

Post Account Setup

• [ ] Checking it twice!
  • [ ] Review this list to make sure you have not missed any steps and have completed all tasks
• [ ] Send them a welcome email
  • [ ] Go to HR Email & Message Templates to get the email templates
• [ ] Send them a care package to their house with Swag, your favorite books, notebooks, and anything else you think they would enjoy

❗Don’t forget to…

• [ ] Compliment them early - give them a reputation to live up to
• [ ] Introduce them to the rest of the team with above compliment
• [ ] Set Up 1:1s with the rest of the team
• [ ] Remind them that they have to read these Notion pages first.
  • [ ] ‣
  • [ ] ‣ (For managers only)
  • [ ] go to ‣ and read their manager and team member profile from their department. </aside>

Onboarding Week

🚨 Critical: Understand the value of a Workback Plan

<aside> 📌 Their First Week

🔔 Schedule a daily 30 minute sync early in the day to cover:

• [ ] What did you do yesterday?
• [ ] What are you working on today?
• [ ] Any blockers?
• [ ] Any questions?

📅 Schedule dedicated time together for training

• [ ] Record these trainings via zoom or loom (preferred) so the new employee can rewatch and leave comments
• [ ] Have them write up the SOP in their own words as the two of you are going through it together as a checklist (make sure they use this checklist each time)
• [ ] If they make a mistake, update the SOP Checklist to make sure it doesn’t happen again

📍Remember to…

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