Operations Onboarding Checklist

Operations Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Operations starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Management onboarding experience or just need an onboarding checklist for your new Operations, you’re in the right place. We’ve put together a sample Operations onboarding checklist below and have created onboarding templates & resources to help.

Operations Onboarding Checklist

1. Introduction to company culture and values: This task involves providing the new employee with an overview of the company’s culture, values, and mission. It helps them understand the organization’s core principles and how they align with their role. Typically, the HR department or a designated company representative performs this task.

2. Orientation to company policies and procedures: This task involves familiarizing the new employee with the company’s policies, procedures, and employee handbook. It covers topics such as attendance, leave, code of conduct, and safety guidelines. The HR department is responsible for conducting this task.

3. Introduction to team members and key stakeholders: This task involves introducing the new employee to their immediate team members, as well as key stakeholders they will interact with regularly. It helps establish relationships and facilitates collaboration. The employee’s supervisor or team lead typically performs this task.

4. Overview of department goals and objectives: This task involves providing the new employee with an understanding of the department’s goals, objectives, and key performance indicators. It helps them align their work with the broader organizational objectives. The department head or manager performs this task.

5. Training on company systems and tools: This task involves providing training on the various systems, software, and tools used within the company. It ensures the employee can effectively perform their job duties and utilize the necessary resources. The IT department or designated trainers perform this task.

6. Job-specific training and shadowing: This task involves providing job-specific training to the new employee, ensuring they understand their role, responsibilities, and tasks. It may include shadowing experienced employees to learn best practices and gain practical knowledge. The employee’s supervisor or a designated trainer performs this task.

7. Introduction to company-wide communication channels: This task involves familiarizing the new employee with the company’s communication channels, such as email, instant messaging platforms, and project management tools. It ensures they can effectively communicate and collaborate with colleagues. The IT department or designated trainers perform this task.

8. Review of performance expectations and evaluation process: This task involves discussing the employee’s performance expectations, goals, and objectives. It also includes explaining the performance evaluation process, including how feedback and performance reviews are conducted. The employee’s supervisor or HR department performs this task.

9. Introduction to company benefits and perks: This task involves providing the new employee with an overview of the company’s benefits package, including health insurance, retirement plans, vacation policies, and any additional perks or employee assistance programs. The HR department typically performs this task.

10. Introduction to company-wide initiatives and projects: This task involves informing the new employee about any ongoing company-wide initiatives, projects, or strategic goals. It helps them understand the bigger picture and how their role contributes to the organization’s success. The department head or manager performs this task.

11. Introduction to company policies on diversity, equity, and inclusion: This task involves educating the new employee about the company’s commitment to diversity, equity, and inclusion. It includes discussing policies, initiatives, and resources available to promote a diverse and inclusive work environment. The HR department or a designated diversity and inclusion representative performs this task.

12. Introduction to health and safety protocols: This task involves providing the new employee with information on health and safety protocols, emergency procedures, and any specific safety measures relevant to their role. It ensures their well-being and compliance with regulations. The HR department or designated safety officers perform this task.

13. Introduction to company social events and employee engagement activities: This task involves informing the new employee about company social events, team-building activities, and employee engagement initiatives. It helps foster a sense of belonging and encourages participation in company culture. The HR department or designated employee engagement committee performs this task.

14. Review of career development opportunities: This task involves discussing career development opportunities within the company, such as training programs, mentorship initiatives, and potential growth paths. It helps the new employee understand their potential for advancement and professional growth. The HR department or employee development team performs this task.

15. Introduction to company’s performance management system: This task involves explaining the company’s performance management system, including how goals are set, progress is tracked, and feedback is provided. It ensures the new employee understands how their performance will be evaluated and supported. The employee’s supervisor or HR department performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Operations checklist above, you’ll now have an idea of how you can apply best practices to getting your new Operations up to speed and working well in your Management team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.