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
Checklists TA
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