Understand best practices for onboarding new call center agents as part of a broader CX management plan, with a focus on ...

When you’re part of a small SEO team – or running solo – you don’t have the luxury of endless hours, duplicated effort, or constant rethinking. Every task matters. Every hour counts.  When ...

Promote relationship building from the start of the onboarding process! Arrange meet and greet sessions, team lunches, or informal gatherings where new hires can connect and network with their peers.

How to automate onboarding 1. Review your current employee onboarding process It’s helpful to start by listing the steps of your employee onboarding process. If you already have an employee ...

Send a “welcome” email with checklists the new hire must follow. Create onboarding tasks in your task management system. Many of your new hires’ tasks can be self-guided.

This accounting client onboarding checklist template can help you devise an effective process. However, keep in mind that every business is different and you should put your own spin on the process.

Pre-onboarding: The pre-onboarding phase starts once the new employee formally accepts the job offer, and involves welcoming them to the team and taking care of any initial paperwork.

Copy our free template in Google Docs to follow along with the steps below, or download a .docx file by clicking the button. Download Free Onboarding Checklist ...

Organizations should have different onboarding checklist templates that are tailored to the unique roles and responsibilities of each department. Such various templates might include: ...