by officialcheckli
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Manager Onboarding Checklist

Manager Onboarding Checklist

• DOCUMENTS & SET UP

• Employee folder created (paper and/or digital)

• Employee has complete W-9 and other employment documents

• Employee has provided direct deposit/bank information

• Employee has provided all relevant contact information

• Employee has received welcome packet and training documents/manual

• Employee has received a copy of the employee and management handbook

• Company culture documents (include dress code, professional ethics, and the code of conduct)

• Compensation and benefits documents

• Employee has been set up in your systems (payroll, scheduling, POS, etc)

• MANAGER TRAINING

• Management job description and responsibilities have been reviewed

• Short and long term goals have been reviewed

• Daily, weekly, monthly, quarterly goals/expectations have been reviewed

• Reviewed policies for employees (vacation, leave, confidentiality, remote work, request time off, sick days)

• Give an overview of the company\'s/brand mission and goals

• Reviewed employee performance review process

• How company/brands recognizes and rewards employees

• Manager software onboarding training

• Department structure has been reviewed

• Department meeting flow and frequency

• Company’s recruiting/hiring process

• Team budget and what it\'s used for

• INTRODUCTION MEETINGS

• Team

• Direct supervisor

• Other managers

• ADDITIONAL TRAINING/CONTINUED TRAINING

• Motivation trainings

• Conflict management trainings

• Time management trainings

• Team management trainings

• Feedback (things to review/work on)

• Check-ins (one month, three months, six months)

• Praise (positive feedback/boost confidence)

• Questions and concerns (let new manager give feedback or ask questions)

• Set performance goals

• Manager performance review (3, 6,9 , and 12 months)

This checklist was created by officialcheckli

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