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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Honolulu, HI

Employee Transition Checklist

 

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Employee Transition Checklist Employee Transition Checklist is created for business owners who need to provide a smooth transfer to the new hires, so the first day experience can be maximally positive.


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Pre-transition arrangements (before the official start date):

  • Dedicate some time to discuss (during group or face-to-face meetings) with the new hire the organization’s current strategy of business development, company’s place within your sector and industry, and consider associated objectives and challenges;
  • Conduct discussions and consultations with the potential employee, considering all relocation and re-training options if necessary, or other vacant/comparable positions in the organization that can be taken by this candidate;
  • Provide the new hire with relevant materials (news and articles) that are related to job which he/she is hired to perform in order to provide this employee with more possibilities to learn about the real situation around practical area of work (consider this as a method of employee orientation);
  • Encourage the potential hire to continue learning about the organization prior to the transition via conversations with you, as a manager, and with other teammates to be (enable this person to meet his/her future co-workers);
  • For a smoother transition, invite the future worker to attend public events held and sponsored by your organization, so this person can faster get into the team spirit of your company;
  • Before the official start, make an announcement in the team about the new employee arriving and introduce his/her background to everyone concerned;
  • Develop a detailed plan for the first day, and outline a general plan of actions for the first two weeks or more;

Plan the first day to be successful:

  • Prepare the workspace to fit the job requirements – ensure desk, computer, network access, other workplace utilities and accessories as appropriate, etc;
  • Provide the new staff member with a welcome package which should include the employee handbook, information about your organization, and internal contacts which may be helpful;
  • Welcome the new hire and introduce the person to your current staff members – make sure all key personnel (as related to this position) are introduced in person;
  • Review the organizational chart with the new employee;
  • Assign a fellow employee or mentor who can coordinate first steps of the new employee;
  • Arrange a tour around the building and office premises to guide the new hire throughout all local amenities and safety options (such as fire evacuation routes, etc);
  • Introduce everyday routine aspects of the job and company, give some introductory tasks and set performance expectations (which are not too high yet for the first time);
  • Give the new employee some personal time to settle around in the office. Get back to check if the employee feels comfortable at the new place;
  • Plan a lunch with the new hire and co-workers to get.....

 



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