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SayPro Templates to Use (SayPro-branded):SayPro Onboarding Checklist
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Here’s a SayPro Onboarding Checklist template that will help guide new employees through the essential steps of their onboarding process. It ensures that everything is organized, from paperwork to training and integration into the company culture.
SayPro Onboarding Checklist
Welcome to the SayPro Team!
[Company Logo]
SayPro Onboarding Checklist
Your First Steps with SayPro
Pre-Start: Preparation Before Day 1
- Welcome Email Sent:
☐ Yes, sent [Insert date]
Includes first day details, team introduction, and resources - Offer Letter Signed:
☐ Yes, signed [Insert date] - IT Setup & Equipment Delivered:
☐ Laptop/Computer Arranged
☐ Software/Tools Installed
☐ Email Setup
☐ Company Accounts Created (e.g., Slack, Zoom, etc.) - HR Documentation Sent/Received:
☐ Personal Details Form
☐ Tax & Payroll Forms
☐ Benefits Enrollment Information
☐ Emergency Contact Info
☐ Non-Disclosure Agreement (if applicable) - Team Introduction Email Prepared:
☐ Yes, shared with the team on [Insert date] - Welcome Kit Sent (if applicable):
☐ Company swag (t-shirt, mug, etc.)
☐ Employee Handbook
☐ Role-Specific Documentation
Day 1: Getting Started
- Welcome & Introduction:
☐ Meet with HR for company overview
☐ Welcome meeting with the direct manager/team leader
☐ Introductions to key team members - Office Tour/Virtual Tour:
☐ Physical office tour or virtual office introduction (for remote employees) - IT Orientation:
☐ Set up computer and workstations
☐ Overview of internal communication tools
☐ Help desk contact information - Review Company Culture and Values:
☐ Overview of SayPro’s mission, vision, and values
☐ How our culture guides everyday decisions
☐ Diversity & Inclusion Initiatives (if applicable)
Week 1: Integration & Training
- Role-Specific Training:
☐ Introduction to role responsibilities
☐ Review initial goals & expectations
☐ Job-specific software/tools walkthrough - Onboarding Modules:
☐ Complete all required onboarding e-learning courses (e.g., security training, compliance, etc.)
☐ Introduction to internal systems (project management, CRM, etc.) - Shadowing/Observation:
☐ Shadow colleagues in similar roles or with cross-functional teams
☐ Observe team meetings, project planning sessions, etc. - Health & Safety (if applicable):
☐ Overview of office/workspace safety protocols
☐ Emergency procedures & contacts - Team Lunch/Welcome Activity (optional):
☐ In-person lunch/virtual coffee with the team
Week 2: Settling In
- Regular Check-ins with Manager:
☐ First 1:1 with manager to discuss progress, challenges, and any feedback
☐ Schedule recurring check-ins for ongoing support and feedback - Role-Specific Projects:
☐ Begin working on initial small projects/tasks with feedback loop - Employee Benefits Overview:
☐ Benefits review with HR (health, retirement, paid time off, etc.)
☐ Discuss any optional perks (gym membership, learning stipends, etc.) - HR Paperwork & Compliance (if any outstanding):
☐ Confirm all documentation is completed and signed
☐ Review compliance and legal obligations
First Month: Continued Integration
- Goal Setting & Performance Reviews:
☐ Set SMART goals with manager for the first 30/60/90 days
☐ Review role expectations and KPIs (Key Performance Indicators) - Cross-Team Introductions (if applicable):
☐ Meet with members from other teams (e.g., marketing, product, etc.)
☐ Participate in team or cross-team collaboration sessions - Feedback & Adjustment:
☐ Provide feedback on the onboarding process to HR/Manager
☐ Adjust training, expectations, or tools as needed based on feedback - Employee Socials/Team Bonding Activities:
☐ Attend a team-building event or company social gathering (virtual or in-person)
End of First 90 Days: Evaluation & Growth
- 30/60/90-Day Performance Review:
☐ Conduct 90-day performance review with direct manager
☐ Discuss feedback, areas of improvement, and additional training needs - Career Development Planning:
☐ Start discussing career growth and potential learning opportunities
☐ Identify mentorship or coaching programs within the company - Final Onboarding Survey (optional):
☐ Submit feedback on the onboarding experience for continuous improvement
Congratulations!
You’ve completed your onboarding at SayPro. We’re excited to see all the great things you will accomplish in your role!
Notes for Managers:
- Ensure to monitor the new hire’s progress throughout the first 3 months.
- Make yourself available for questions and offer constructive feedback during regular check-ins.
Checklist Completion
- Completed by Manager:
[Insert Manager’s Name]
Date: [Insert Date] - Completed by New Hire:
[Insert New Hire’s Name]
Date: [Insert Date]
This checklist helps ensure that new hires are set up for success, feel welcomed, and are equipped with the resources and information they need to thrive at SayPro. If you need to customize it further, let me know!
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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