Onboarding
How long is onboarding?
2 weeks
When does it start?
Once an offer of employment is accepted
Pre-start
Establish new hire in the onboarding spreadsheet
Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Inter...
Background Check via Worksmart
Purpose Manage risk and protect people. Responsible Office Manager or Operations Manager. Int...
Send What to Expect email
Purpose Give the new hire confidence and clear next steps for Day 1. Responsible Party Office ...
Send Worksmart info email
Purpose Collect information to establish the new hire in Worksmart. Responsible Party Office M...
Create new hire's Google and Microsoft accounts
Purpose Issue a company email (the root identity for logins) and baseline app access. Responsib...
Add to ninety.io
Purpose Include the new hire in EOS tools (accountability, L10s, scorecards) on Day 1. Responsi...
Email signature
Purpose Branding and consistency. Responsible Maria (for now) Interdependencies New hire...
Stock preferred snacks
Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Respon...
Create schedules for the new hire’s first two weeks.
Purpose Provide structure for the onboarding period. Responsible Party Office Manager Interde...
Schedule 30/60/90-Day Check-Ins with Manager
Purpose Create a steady cadence for mutual feedback, support, and course-correction during the f...
Order Business Cards (Sales/BD)
Purpose Equip BD team members with business cards to share contact info, signal brand credibilit...
Prepare workstation
Purpose Ensure the new hire has space and resources on their first day. Responsible Party Offi...
Day One
Welcome and Tour
Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdepend...
Admin Orientation
Purpose Get new hire(s) started on admin procedures. Responsible Party Ops Manager Interdepe...
Team Introductions
Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N...
First Supervisor 1:1 Agenda
Purpose Ensure the new hire understands role and organization expectations. Responsible Party ...
New Hire Paperwork
Purpose Setup Worksmart (HR website). Responsible Party President and/or VP of Ops Interdepe...
Admin orientation
Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Resp...
Tech Orientation
Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (fo...
EOD check-in with Supervisor
Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor...
Week 1
Daily check-ins on tasks
Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor...
Introduction to the DORIS process
Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! R...
1:1 with Owner(s)
Purpose Ensure the new hire feels valued, understands their strategic importance, and has the co...
Introduction to EOS
Purpose Help new hires understand the purpose and use of EOS and Ninety Responsible Party Supe...
Introduction to Worksmart
Purpose Help new hires understand the purpose and use of Worksmart Responsible Party Superviso...