Manager Onboarding Checklist
Use this onboarding checklist to ensure your new managers have an efficient and successful onboarding experience when joining your company/brand/team.
Manager Onboarding Checklist
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DOCUMENTS & SET UP
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Employee folder created (paper and/or digital)
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Employee has complete W-9 and other employment documents
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Employee has provided direct deposit/bank information
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Employee has provided all relevant contact information
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Employee has received welcome packet and training documents/manual
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Employee has received a copy of the employee and management handbook
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Company culture documents (include dress code, professional ethics, and the code of conduct)
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Compensation and benefits documents
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Employee has been set up in your systems (payroll, scheduling, POS, etc)
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MANAGER TRAINING
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Management job description and responsibilities have been reviewed
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Short and long term goals have been reviewed
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Daily, weekly, monthly, quarterly goals/expectations have been reviewed
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Reviewed policies for employees (vacation, leave, confidentiality, remote work, request time off, sick days)
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Give an overview of the company's/brand mission and goals
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Reviewed employee performance review process
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How company/brands recognizes and rewards employees
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Manager software onboarding training
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Department structure has been reviewed
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Department meeting flow and frequency
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Company’s recruiting/hiring process
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Team budget and what it's used for
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INTRODUCTION MEETINGS
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Team
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Direct supervisor
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Other managers
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ADDITIONAL TRAINING/CONTINUED TRAINING
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Motivation trainings
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Conflict management trainings
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Time management trainings
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Team management trainings
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Feedback (things to review/work on)
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Check-ins (one month, three months, six months)
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Praise (positive feedback/boost confidence)
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Questions and concerns (let new manager give feedback or ask questions)
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Set performance goals
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Manager performance review (3, 6,9 , and 12 months)
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