Employee Onboarding

  • Onboarding

    • Orientation

    • Training

    • Scheduling

    • Office Set-up: email, gdrive, passwords, etc.

  • Paperwork

    • Sign-on Letter

    • Tax forms

    • Company handbook / policy guide

  • Orientation

    • Team Introductions (in-person or virtually)

    • On-site: Tour offices, including key areas - break room, bathroom, meeting rooms, etc.

    • Remote / Hybrid: Share contact information for other employees, familiarize employee with any additional company resources…

  • Company Policies

    • Review any pertinent company policies

    • Review + Sign NDA and/or Non-Compete

    • Provide employee with copies for their records

    • Provide new employee with Employee Handbook

  • Benefits

    • Health Insurance

    • Retirement Plan

    • PTO + Sick Time

  • Training

    • Communication Protocols

    • Database Management

    • Estimate Creation

    • Other Systems Review

  • Support

    • Check-In’s with new employee (weekly / bi-weekly)

    • Feedback on performance

    • Continuous Learning: Training, mentorship, professional development

Employee Offboarding

  • Schedule Meeting

    • Meeting should be private and confidential

    • Discuss their departure

    • Communicate reason for employee’s departure: whether resignation, termination, or end of contract

  • Exit Interview

    • Offer employee opportunity to provide feedback on experience + company

    • Ask open ended questions - reason for leaving, overall satisfaction, role in the company and ways they may want to see it improved for a future candidate

  • Admin Tasks

    • Collect company property: Request employee return any laptops, access cards/keys, phones, or any other item issued during their employment

    • Discuss any pending projects / tasks the employee should complete before departure. Set clean timelines for completion

    • Finalize paperwork: Termination letters, Non-Disclosure agreements, and exit surveys (if applicable) should be signed and handed in to management

  • Communication

    • Notify employee's of colleagues departure

    • Responsibilities: Determine how employee's workload will be distributed among the remaining team or identify a replacement. Be clear about all changes to the team

    • Information: Facilitate transfer of knowledge from departing employee to colleagues. Done through documentation, training sessions or job shadowing

  • Exit

    • Process any final payments to employee (including accrued vacation or sick time)

    • Update Records to reflect employee's departure; including their status in HR system and removing their access to company systems and facilities

    • If Applicable - provide references for departing employee. Only if in line with company policies