Basic Fundamentals Template
A great starting point to build an onboarding plan for your new employees.
About this template
This template is a structured onboarding journey containing all of the required activities for onboarding a new employee. From pre-boarding and going past their first 30, 60 and 90 days, the outcome will be an experience that integrates and engages them into their new role within the company.
A well-integrated salesperson, who is quickly ready to help you generate more sales.
Basic Fundamentals Template walk-through:
Why is it important to have a dedicated onboarding for your new employee?
Onboarding a new employee can be a real challenge for companies. Being that this is the key moment to introduce your new employees to their team and organization, it's important that the onboarding be representative of the company's culture.
It can be time consuming to build an effictive onboarding that integrates fundamental and social activities. By starting with this template, your expedite that process and can focus on what's most important: fostering collaboration and connections
What kind of activities are included?
This employee fundamentals onboarding template contains all the fundamental and social activities.
1. Pre-boarding checklist
A new employees journey starts even before day 1. That's why our template includes the essential pre-boarding activities, meant to remind you of tasks like: setting up their materials, communications to the team and documentation.
2. Fundamentals activities
Fundamental activities focus on all the activities every employee needs to be onboarded successfully to their new job. This includes activities like: gaining access to the right materials, software and access, meeting their team and having 1:1s with their manager.
3. Social and integration activities
Social and integration based activities are essential to ensure that your new employees work effectively. The connection the new hire has with their peers plays an even more essential role in their integration. Being aware of their team and the company's inner processes and having a key contact to rely on, helps ensure a successful onboarding. We've included activities that do just that, activities like: organize a morning coffee or a remote lunch with your team, connect with someone outside the team, participate in a 5@7, etc.
Every company has its own norms and rituals. This is your chance to create a unique onboarding experience that truly demonstrates why your company is special.
What are the benefits to use this basic fundamentals template
The benefit of this template is having a starting point, built on best practices, that you can easily customize to your organizations reality. The best part is, the 26 recommended activities included in this template are ready to use, customized or not and the template can be duplicated for future onboarding.
This template will ensure your new employee is well supported during their onboarding. In addition, you will be able to follow their progress and adapt the onboarding plan along their journey. Finally, this tailored onboarding will help your new employee reach their full potential quickly.
For new employees
This template acts as a window into the future of every new remote employees job. First impressions a crucial in terms of retention and engagement and the benefit of having a tailored template is ensuring the quality and continuity of every new employees onboarding. The outcome is a happy and engaged new member of your team.