Onboarding Life Cycle

Stage One: New Hire Accepts

Stage Three: Setup

Stage Four: New Hire Starts

Stage Five: Final Review (by EOM)

Stage Two: Planning

Escalate IT ticket

Inform Hiring Manager and executive management of acceptance

Set up new hire in Bamboo

Schedule meeting with the hiring manager and project team members (typically happens 2 weeks before start date)

Schedule meeting with Hiring manager

WHO is involved?

Talent Acquisition team: Sharry, Rae

Hiring Manager/Direct manager of the new hire

Project team for the new hire

IT/Security team: Collin and Justin

click to edit

Departments/Managers:

Project Onboarding Checklist?

Work with PMs and Tech leads to come up with general checklist

Existing Projects

New Projects

Access to Client systems and time tracking

Shared Services/HR

BambooHR

Customize pre-onboarding checklist (1 week before start date)

Explain COVID mask policy

Day 1

Review OB agenda with New Hire

Position onboarding/project onboarding with team

Welcome lunch

HR Onboarding and Intros

Bamboo

Signing completed docs on Bamboo

Escalate new hire paperwork to appropriate parties

Benefit overview

HR EOD check ins

Week One

Continue HR EOD checkins

Benefits: Shared Services team/HR team

Stage Six: First Year Progress

First Year Performance Review and Check-ins

SOP Standard performance review

Payroll

Actions

DevSec Ops

New Hire Welcome Packet

New hire setup

Accounts

Software

Hardware

Mail out equipment (if remote)

Send out Pre-onboarding Checklist

Set up 90 Day progress checklist

Marketing

Post new hire summary on team board

Check that Newhire has access to paychex

PTOs loaded

Check that NH has keys and appropriate access

Send EOM Onboarding Survey

Shared Services checks in with manager at the end of new hires first quarter

Check in with Hiring Manager for Annual Performance Review one month prior to anniversary

Executive team

Engineering: Collin, Adam, Pat, and Jules

Service Delivery: Dayna

Shared Services/HR: Caroline and Sharry

Schedule new-hire planning meeting one week prior to start

Workstation (if in )

Update new hire team board

Quickbooks

EOW Documents are submitted

Paychex

EOM Docs in Bamboo

Submit Docs that need to be in by EOD

Ruddr

Checklists TA, DevSecOps, Dev

Checklists TA, DevSecOps

Checklists TA, Dev, SDT, Cecilia/Payroll

Checklists TA, Dev, SDT, Cecilia/Payroll

Checklists TA, Dev, SDT

Personal Development training (behavior and cultural expectations)*

TA Manager

Resource Managers