Employee Onboarding Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Employee Onboarding Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Employee Onboarding related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Employee Onboarding specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Employee Onboarding Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Employee Onboarding improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Does the financial organization have policies to prevent the use of illegal predatory consumer adverse sales goals as the bases for evaluation, promotion, discipline or compensation of employees?
   
   

2. Are safety policies and practices consistently followed and reviewed with appropriate frequency for employees who encounter potential hazards while doing the work?
   
   

3. Are you concerned about the long term effects on teambuilding, how to have effective culture management, especially around onboarding new employees?
   
   

4. Are employees provided the opportunity to obtain training to ensure that skills are maintained commensurate with job responsibilities over time?
   
   

5. Is there a defined process for providing written communication to payroll of any employee compensation or employment status changes?
   
   

6. Do you need to meet with your remote employee in person to conduct the termination and collect organization property and equipment?
   
   

7. What team socialization and cultural assimilation components do you already have in your onboarding program for internal employees?
   
   

8. Does your organization have policies and processes to effectively hire and onboard contingent/contract resources and capabilities?
   
   

9. How often do your managers, directors, or supervisors meet with new employees to ensure the onboarding process has been smooth?
   
   

10. Does your organization have an onboarding program for new employees, or a similar program that you would consider onboarding?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Employee Onboarding book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Employee Onboarding self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Employee Onboarding Self-Assessment and Scorecard you will develop a clear picture of which Employee Onboarding areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Employee Onboarding Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Employee Onboarding projects with the 62 implementation resources:


• 62 step-by-step Employee Onboarding Project Management Form Templates covering over 1500 Employee Onboarding project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Quality Audit: Does the audit organization have experience in performing the required work for entities of your type and size?
   
   

2. Risk Register: Having taken action, how did the responses effect change, and where is the Employee Onboarding project now?
   
   

3. Human Resource Management Plan: Does all Employee Onboarding project documentation reside in a common repository for easy access?
   
   

4. Cost Baseline: How difficult will it be to do specific tasks on the Employee Onboarding project?
   
   

5. Change Management Plan: What new competencies will be required for the roles?
   
   

6. Probability and Impact Assessment: What should be the level of difficulty in handling the technology?
   
   

7. Cost Management Plan: Do all stakeholders know how to access this repository and where to find the Employee Onboarding project documentation?
   
   

8. Team Operating Agreement: Do you record meetings for the already stated unable to attend?
   
   

9. Probability and Impact Assessment: Have decisions that should be left open because of inadequate information on technology been identified and responsibility assigned for reducing the uncertainty?
   
   

10. Risk Audit: What compliance systems do you have in place to address quality, errors, and outcomes?


 
Step-by-step and complete Employee Onboarding Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Employee Onboarding project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Employee Onboarding project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Employee Onboarding project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Employee Onboarding project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Employee Onboarding project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Employee Onboarding project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Employee Onboarding project with this in-depth Employee Onboarding Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Employee Onboarding projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Employee Onboarding and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Employee Onboarding investments work better.

This Employee Onboarding All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.