Onboarding checklist template or onboarding checksheet is important for the organization. It helps your managers and human resource to ensure that they are dealing with all the necessary items to properly guide them through the whole process of onboarding a new person and to ensure that they are dealing with all the requisite things to prepare them for onboarding.
These sheets are very useful for all types of organizations because they not only provide your employees with an itemized list of all their tasks and responsibilities. They also help you to make an itemized assessment on each one of them.
This way you will know what type of training they have to undergo in order to become a productive part of your organization and what types of programs they need to complete in order to maximize their potentials.
Onboarding Checklist Template
For this you can use excel to create a worksheet specifically for onboarding checklist template excel. Make sure that the sentence should be short and simple to understand. This way even if your employee has no idea about the exact definition of a particular word or term, he/she will still be able to understand the meaning of each word and term.
For example: John Doe is a newly hired member of your organization. He has just joined and he has no idea about any of the department’s work procedures. Your new employee orientation checklist template excel spreadsheet would contain a sentence like “John Doe was assigned to the Internal Revenue Service Bureau (IRS) Special Counsel (SCC)”. This would mean that John Doe is an SCC Special Counsel and he is responsible for investigating federal tax crimes committed by his employees.
This way everything will be crystal clear to John Doe when he meets with his new colleagues or when he finally gets hired. However, here is a scenario wherein John Doe might not have known anything about the SCC at all. So your onboarding checklist template must contain a list of terms, for example: “The IRS SCC is looking into some suspicious transactions you made in five years”. Again, this would help John Doe when he finally interviews for the job and when he finally gets hired.
A great example of using correct grammar and sentence structure is when you are speaking to your clients or your customers. The most common mistake that most sales people make is using the word “you” in their sentences. It’s very hard for clients and customers to understand how hard you have worked for them.
For example: “You have helped us set up a small booth at the convention center. We noticed that after the convention we could not get any work. That is why we need you to make sure that our business is promoted well.”
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In this sentence John Doe’s role as the new employee is mentioned and it shows how important he is for the company. This sentence also mentions the estimated reading time of the new employee and shows how his estimated reading time fits into the onboarding process.
A mistake like this is easy to find because many sales people tend to overstate their role or understate their contribution to the company. For example: “Your estimated reading time is eight hours ago”.
Another important thing to see in a checklist template is the section where you can mention any special requests or instructions that the client has. Some companies send out their annual or monthly project management report. When they receive these reports many times they ask if they can add the items in the report.
This is an easy request to make because the project management software already includes everything that is necessary to add these items. “If the client requests that you include this item, then add it in the annual project management report”. This is a great thing to include on an onboarding checklist template word because it shows how flexible your company is and how well you will adapt to the needs of your clients.
One last thing to mention is to make sure that you include information about the orientation program. Orientation programs are designed to provide employees with information about their company and what they will be doing every day while they are working. If you do not have an orientation program designed for your company, then you should make one for your new employee. This can help the employee get used to the environment and introduce him to the processes that he will be performing every day.