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New Employee Onboarding Checklist

Employee Onboarding

15 Oct 2020 (Last updated 16 Jan 2025)

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So, you’ve decided on a new recruit. Congratulations! You want them to get into the swing of things as quickly as possible. And one of the best ways to do that is to put together a new hire onboarding checklist. This blog will help you through putting together a checklist to make sure you give your new employee the best start possible.

Onboarding Best Practices

There is no ‘right’ or ‘perfect’ way to onboard a new employee. There is a ‘best’ way that works for you or your business. Every business is different, of course, but many other business owners and employers have been in your shoes before and through trial and error a consensus on what you broadly should and shouldn’t do has been reached.

Before Their First Day

1. Communicate To The Team.

Before the new hire joins your existing team – if applicable – let your team know of their pending arrival. Describe the role the person is filling, how they will fit into the broader picture, why you chose this person, and – of course – how excited you are to have them on board.

2. Prepare New Hire Paperwork

Prepare the employment agreement and any supporting documents (e.g. Handbooks or policies), and share them with your new recruit beforehand so that they can sign and return any documents before they start.

This is particularly important if you have agreed to a trial period with the new employee, as this must be agreed to and recorded in the employment agreement before the employee starts their employment.  The agreement must specify an exact time period of up to 90 days and state that during that time the employer can dismiss the employee without the employee being able to lodge a claim regarding the dismissal. If the employee has not signed the agreement before they commence in the role, they may be able to lodge a personal grievance on the grounds of unjustified dismissal if you terminate their employment.

So if you have agreed on a 90 day trial period with the new employee, it’s crucial to make sure this is included in the employment agreement before they start working. This allows you to dismiss the employee during the trial period without them being able to make a claim regarding the dismissal.

This is also a good opportunity to get them to fill out any forms (e.g. personal and emergency contacts details and payroll information) and provide any other information required for their employee record so that they can hit the ground running on their first day.

Peninsula recommends you put together an Employee Handbook. This Handbook sets out the employer’s rules and regulations, and policies and procedures relating to the new hire’s employment. You can use our HR software to store all these signed documents and also track the new employee’s entitlements when they start.

3. Procure Equipment.

The employee will likely need equipment, supplied by you, to perform their role. This can include anything from tools and stationery to things like computers and printers. You may also need or want to provide clothes to your employees such as uniforms, PPE, helmets and so on.

4. Set Up Accounts And Create Logins.

Do you have digital systems that your employee may need access codes for? Or, do you have security systems that your employee may need to unlock to perform their role?

5. Set Up The Workspace.

Help your new hire hit the ground running by setting up their workspace so they can get to work straight away.

6. Give Them A Buddy or a Tuakana.

Organise another one of your employees to be a ‘buddy’ for your new recruit to show them the ropes and help them fit in at their new workplace.

Their First Week

1. Map Out Their First Day Plan.

Smooth out your new employee’s first day with a plan on their first day. After all, doing so will help you optimise getting them on board and will give them a first impression of your business as being organised. Consider: What are you going to show them, and in what order? What’s the best way of explaining the company to the new hire? How will you introduce them to their team?

2. Set Aside Induction and Training Time.

Your employee may need a few days to get across everything they need to know about the business and their new role. Also, you don’t want to overwhelm them with new information. Organise time for you, your existing employees or the new hire’s buddy to take the new recruit away from their workstation to train them in the company’s operations or culture at different points throughout their first week, or use our BrightSafe software to deliver health and safety training online.

3. Check In With Them At The End Of The Week.

At week’s end, check in with your employee. Ask them how they’re finding their new job, if anything is unclear or confusing, and make sure you answer any queries or provide extra support or training if necessary. You want to make sure the employee turns up for their second week – you don’t want them to become part of the 16% of employees who quit in week one.

The New Hire’s First Year

Trial Periods And Probation Management

As an employer, when you first employ your employee you can agree to a trial period of up to 90 days if the employee has never worked for the employer before and you have 19 or fewer employees, or alternatively you can agree to a period of probation. A probationary period gives you the opportunity to assess whether your new employee is capable, reliable, and suited to the role.  

Both the trial and probation period must be clearly recorded in the employment agreement, but a probationary period differs from a trial period in that the employee cannot be dismissed without good reason and the employer should still follow a fair process for dismissal if employment is ended during the probationary period, or the terminated employee may raise a personal grievance for unjustified dismissal.

Make clear what you expect from the employee with regards to the job during the probationary period and let them know if there are any issues. Provide the appropriate training and give the employee an opportunity to improve to meet the required standard before the end of the probationary period.

Professional Development

Does your new hire have all the skills required to do the job? Or, during their initial employment, have you realised that a skill is needed that you hadn’t considered previously? Further still, does your business require specialised skills that you need to train them in?

Professional development is something you should consider for all your employees, but particularly for new hires in their first year.

First Anniversary

Don’t forget to celebrate your new hire’s first anniversary either. A little reminder like this can go a long way to cultivating a good workplace culture, maintaining a happy workplace, and employee retention.

This blog has been compiled on the basis of general information current at the time of publication and reflects an opinion only and is not intended to provide anything other than an opinion at any time. Your specific circumstances as well as any changes in circumstances after publication may affect the relevance, completeness or accuracy of this information. To the maximum extent permitted by law, we disclaim all liability for any errors or omissions contained in this information or any failure to update or correct this information. It is your responsibility to assess and verify the accuracy, completeness, currency and reliability of the information on this website, and to seek professional advice where necessary. Nothing contained on this website is to be interpreted as a recommendation to use any product, process or formulation or any information on this website. For clarity, Peninsula does not recommend any material, products or services of any third parties.

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Employee Onboarding

Best Practices for Employee Onboarding

Welcoming new members to your team is a critical step in their journey with your organisation and getting it right can significantly impact their effectiveness and longevity at your company. A well-structured employee onboarding process helps new hires feel valued and supported, laying the groundwork for success.    Here we delve into the best practices for employee onboarding, ensuring your process is effective and enriching.   Understanding effective onboarding practices  Effective onboarding goes beyond mere orientation; it’s an extensive process designed to integrate new employees into the company culture, align them with organisational goals and equip them with the tools and knowledge needed to excel in their roles. The goal is to create a welcoming and informative experience that fosters engagement and connection from day one.  Benefits of a strong onboarding process  Investing in a well-designed onboarding process significantly benefits your organisation and new employees. Here are some key advantages:  Increased employee retention: A positive onboarding experience delivers a sense of belonging and reduces the likelihood of new hires leaving within the first few months.  Improved productivity: Effective onboarding equips new hires with the knowledge and skills they need to hit the ground running. This translates to reduced reliance on colleagues for basic tasks and ultimately increased productivity.  More revenue: Since a strong onboarding process leads to higher employee retention, there's also the potential to generate more revenue. A study by the Human Capital Institute revealed 78% of organisations with strong onboarding processes reported increases in revenue that fiscal year.  Enhanced employee engagement: When new hires feel valued, supported, and integrated into the team from day one, they're more likely to be engaged and motivated. This translates to a more positive work environment and increased employee satisfaction.  Stronger employer brand: A positive onboarding experience reflects well on your company culture and employer brand. Satisfied new hires are more likely to recommend your company to others, attracting top talent in the future.  Reduced costs: High turnover rates can be costly. A strong onboarding process helps retain employees, reducing recruitment and training costs associated with replacing them.  Key elements of a successful onboarding process in New Zealand  Here's a breakdown of the key elements to include in your onboarding and hiring process:  Pre-boarding communication  Before their first day, connect with new hires and provide them with essential information, including:  start date.  office address.  working hours (including any relevant information about flexible work arrangements common in New Zealand).  dress code (consider referencing any company swag or branded apparel they might receive).  what they should bring on their first day.  Consider sending a welcome pack or digital handbook outlining company values, team structure and what they can expect during their onboarding journey. This can ease pre-work jitters and demonstrates professionalism.  First day experiences  Make the first day memorable with a warm welcome from the team, introductions to key colleagues and a clear schedule outlining the day's activities.   Ensure their workstation is set up and functional, with all necessary equipment and access to relevant systems. This demonstrates attention to detail and care for their comfort.  Comprehensive orientation program Develop a program that covers not just job-specific training but also an overview of:  company policies and procedures, including specific information relevant to New Zealand employment law. company culture and values.  health and safety procedures (adhering to New Zealand WorkSafe guidelines).  key contacts within the organisation, including HR representatives and relevant team leads.  Include sessions on the company's history, mission, and values. This helps new employees connect to the broader organisational goals and feel a sense of purpose in their role.  Assigning a mentor or buddy Pairing new hires with a hiring manager or an experienced employee can provide invaluable support during their initial weeks. A mentor can answer questions in a relaxed setting, offer guidance on navigating company culture and facilitate social integration within the team.   Ongoing support and check-ins  Onboarding doesn't end after the first week or month. Regular check-ins with managers and the HR department are crucial in New Zealand. These check-ins should:  solicit feedback from the new hire on their induction process.  address any concerns they might have.  provide ongoing guidance and support.  Personalise the experience  Recognising individual learning styles and career aspirations can enhance the effectiveness of the employee's onboarding experience. This might involve offering a mix of training methods (e.g., online modules, hands-on exercises, one-on-one coaching) and tailoring feedback to individual needs.   Leverage technology Utilise digital tools and platforms to streamline administrative tasks, deliver training modules and facilitate social connections, which is especially important for remote or hybrid working environments common in New Zealand.   Consider using project management tools for task delegation and collaboration, communication platforms for team discussions and online learning platforms for accessible training materials.   Measure and iterate  Establish metrics to evaluate the success of your onboarding process. This could include:  employee satisfaction surveys.  time to productivity (measuring how long it takes new hires to reach full efficiency).  retention rates.  Use feedback to continually refine and improve the onboarding experience. Regularly review your onboarding program and make adjustments based on data and employee feedback.  Cultural integration Emphasise cultural fit and understanding from the start. Encourage new hires to engage in social and team-building activities to generate a sense of belonging and alignment with the company culture.   Consider incorporating elements of Kiwi culture, such as a focus on work-life balance, respect for diversity and inclusion and a "can-do" attitude, into your onboarding activities.   10 employee onboarding best practices ideas What does great onboarding look like in practice? Here are 10 engaging ideas to enrich your onboarding program and ensure a smooth transition for your new team members.  Welcome kit: Send a welcome package before the new hire’s first day, including company swag, an itinerary for the first week and a personalised welcome note from the team or CEO.  Virtual introduction: For remote workers, organise a virtual meet-and-greet session with the team. This can include fun ice-breaker activities to enhance connections from the start.  Interactive onboarding portal: Develop an interactive onboarding portal where new hires can access essential documents, training modules and information about company culture at their own pace.  Role-specific training plans: Create detailed training plans tailored to the new employee's role, ensuring they have a clear understanding of their responsibilities, the tools they'll use and who to contact for support.  'Meet the executives' sessions: Schedule informal sessions where new employees can meet with executives. This promotes openness and reinforces that every team member’s contributions are valued.  Feedback loop: Implement a structured feedback mechanism where new hires can share their onboarding experiences and suggestions for improvement. This could be through one-on-one meetings or anonymous surveys.  Cultural immersion activities: Organise activities that immerse the new employee in the company culture, such as team lunches, company-wide town halls, or volunteering events aligned with company values.  Onboarding checklist: Provide managers and new hires with a comprehensive onboarding checklist to track progress through various stages, ensuring no critical steps are missed.  Professional development planning: Early in the onboarding process, begin discussions around career aspirations and professional development opportunities, demonstrating investment in the new hire’s growth and success within the company.  Celebrating milestones: Acknowledge and celebrate the completion of the new hire's first week, first project or other early milestones. Recognition can be as simple as a shout-out in a team meeting or a congratulatory note.  Creating a culture of welcome and growth  A well-designed onboarding process goes beyond ticking off tasks on a checklist. It's about creating a welcoming and inclusive environment where new hires feel valued, supported, and empowered to succeed.    By implementing these onboarding best practices and tailoring them to the New Zealand work environment, you can build a culture of growth and employee engagement. Additional considerations for creating an inclusive culture in New Zealand include supporting diverse teams and emphasising work-life balance.  Supporting diverse teams: New Zealand is a multicultural society. Ensure your onboarding program is inclusive and caters to the needs of a diverse workforce. This might involve providing translated materials, offering flexible work arrangements, and developing a culture of respect for different backgrounds and working styles.  Work-life balance: New Zealanders value a healthy work-life balance. Communicate your commitment to work-life balance during onboarding and ensure your onboarding process doesn't overwhelm new hires with excessive workloads or unreasonable expectations.  Fuelling long-term success: Empower your onboarding  Ready to refine your onboarding process even further? Peninsula offers support and help for small and medium sized business owners across New Zealand. Peninsula’s helpline is available for Kiwi business owners at 0800 450 894. Call for a personalised consultation and to ensure your onboarding program lays the groundwork for thriving new team members. 

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