Download New Employee Onboarding Handbook

New Employee
Onboarding Handbook
New Employee Onboarding
Page 1
Frisco Chamber of Commerce
BEFORE THE EMPLOYEE’S START DATE
Outcomes: This is a welcoming work environment with informed colleagues and a fullyequipped work space; new employees feel “settled in” on their first day.
Schedule and Job Duties
 Call employee:
o Confirm start date, time, place, parking, dress code, etc.
o Remind employee to visit our website to learn more about the Chamber.
o Remind employee to read, study, and learn member benefits.
o Remind employee to read Employee Handbook, complete new hire paperwork,
and bring on first day of employment.
 Add regularly scheduled meetings (e.g. staff and department) to employee’s calendar.
 Prepare employee’s calendar for the first two weeks.
 Plan the employee’s first assignment.
Socialization
 Email department/team/functional area of the new hire. Include start date and
employee’s role.
 Set up meetings with critical people for the employee’s first few weeks.
 Arrange for lunch with the appropriate person(s) for the first day and during first week.
Work Environment
 Put together welcome packet from the Chamber and include: confirmation letter (include
wage, and whom, where, and when to report on first day), job description, contact names
and phone lists, mission, values, culture, objectives, strategies, and values of the
Chamber.
 Clean the work area, and set up office space with office supplies.
 Order office or work area keys.
 Order business cards and name tag.
 Print name plate.
 Schedule pictures with photographer.
Technology Access and Related
 Order technology equipment (computer, printer, iPad) and software, if needed.
 Contact local IT to set up network login.
 Arrange for access to common drives.
 Arrange for phone installation.
 Set up email and signature.
 Set up phone.
 Add employee to relevant email lists.
 Add employee email and codes to copier/printer.
Training/Development
 Set up employee access to WebLink University.
 Schedule training with each employee.
New Employee Onboarding
Page 2
Frisco Chamber of Commerce
FIRST DAY
Outcomes: The employee feels welcomed and prepared to start working; begins to understand
the position and performance expectations.
Schedule, Job Duties, and Expectations
 Provide employee with agenda of first day.
 Escort employee to HR to complete paperwork.
 Clarify the first week’s schedule, and confirm required and recommended training.
 Provide an overview of the functional area – its purpose, organizational structure, and
goals.
 Review job description, outline of duties, and expectations.
 Explain the annual performance review and goal-setting process.
 Review the process related to the probationary period.
 Describe how employee’s job benefits the members and the Chamber.
 Review hours of work. Explain policies and procedures for overtime, use of vacation and
sick time, holidays, etc.
 Review how to answer the phone and greet lobby guests.
Socialization
 Be available to greet the employee on the first day.
 Introduce employee to staff.
 Prepare employee for 10:00 AM staff meeting.
 Take employee out to lunch.
Work Environment
 Give employee key(s), building access and alarm codes.
 Give employee an office tour.
 Explain how to get additional supplies and our cost/expense expectations.
 Introduce employee to Roz, main contact for questions.
Technology Access and Related
 Provide information on setting up voicemail and computer.
 Provide codes and training on printer/copier.
 Set up back door and alarm codes.
New Employee Onboarding
Page 3
Frisco Chamber of Commerce
FIRST WEEK
Outcomes: New employee builds knowledge of internal processes and performance
expectations; feels settled into the new work environment.
Schedule, Job Duties, and Expectations
 Provide hands on training.
o WebLink training
o Member benefit training
o Making phone calls, both new and renewing members
o Making member retention visits
 Give employee his/her initial assignment. (Make it something small and doable.)
 Debrief with employee after he/she attends initial meetings, attends training, and begins
work on initial assignment. Also touch base quickly each day.
 Discuss performance and professional development goals based on budget.
Socialization
 Ensure employee is comfortable and feels at ease around staff members.
Technology Access and Related
 Ensure employee has fully functioning computer and systems access and understands
how to use them.
 Perform end of week review of employee’s experience and training (WebLink).
FIRST MONTH
Outcomes: Employee is cognizant of his/her performance relative to the position and
expectations; continues to develop, learn about the organization, and build relationships.
Schedule, Job Duties, and Expectations
 Schedule and conduct regularly occurring one-on-one meetings, weekly and as needed.
 Continue to provide timely, on-going, meaningful “everyday feedback.”
 Elicit feedback from the employee and be available to answer questions.
 Discuss performance and professional development goals based on budget. Give
employee an additional assignment.
 Debrief with employee after he/she attends initial meetings, attends training, and begins
work on initial assignment. Also touch base quickly each day.
Socialization
 Meet with employee to review first month and answer questions.
Technology Access and Related
 Download alarm app to employee’s phone (if employee so desires).
 Give employee email access information or download email app to employee’s phone (if
employee so desires).
Training and Development
 Ensure employee has received necessary training.
o WebLink University
o Copier/printer
o Phones
New Employee Onboarding
Page 4
Frisco Chamber of Commerce
FIRST THREE MONTHS
Outcomes: Employee is becoming fully aware of his/her role and responsibilities, beginning to
work independently and produce meaningful work. He/she continues to feel acclimated to the
environment, both functionally and socially.
Schedule, Job Duties, and Expectations
 Continue having regularly occurring one-on-one meetings, weekly and as needed.
 Meet for informal three-month performance check-in.
 Continue giving employee assignments that are challenging yet doable.
Socialization
 Have employee “shadow” you or other employees at meetings to get exposure to others
and learn more about the department and organization.
 Take employee out to lunch and have informal conversation about how things are going.
 Create an opportunity for employee to attend or be involved in an activity outside of
his/her work area.
o Women Enhancing Business (WEB)
o Frisco Young Professionals (FYP)
o Governmental Affairs (GAC)
o Leadership Frisco (LF)
o Young Entrepreneurs Academy (YEA)
o Ambassadors
Training and Development
 Ensure employee has attended two New Member Orientations. Request the employee
provide feedback on the sessions and share as appropriate.
 Ask if needed training is completed.
 Discuss employee’s professional development goals and identify relevant learning
opportunities.
o Chamber Basics
o Regional training
FIRST SIX MONTHS
Outcomes: Employee has gained momentum in producing deliverables, has begun to take the
lead on some initiatives, and has built some relationships with peers as go-to partners.
Employee feels confident and is engaged in new role while continuing to learn.
Schedule, Job Duties, and Expectations
 Review progress on performance goals and professional development goals.
Socialization
 Designate employee as staff liaison for at least one committee.
o Women Enhancing Business (WEB)
o Frisco Young Professionals (FYP)
o Governmental Affairs (GAC)
o Leadership Frisco (LF)
o Young Entrepreneurs Academy (YEA)
o Ambassadors
New Employee Onboarding
Page 5
Frisco Chamber of Commerce
FIRST YEAR [BETWEEN SIX AND TWELVE MONTHS]
Outcomes: Employee is fully engaged in new role – applies skills and knowledge, makes sound
decisions, contributes to team goals, understands how his/her assignments affect others in the
organization, and develops effective working relationships. He/she has a strong
understanding of the Chamber’s mission and culture. Employee continues to be engaged in
his/her role and has gained greater confidence in position; begins to take on additional
assignments and works with some level of autonomy.
Schedule, Job Duties, and Expectations
 Celebrate successes and recognition of employee’s contributions.
 Continue providing regular informal feedback; provide formal feedback during the
annual review process.
 Have a conversation with employee about his/her experience at the Chamber to date:
o Extent to which employee’s expectations of role and the Chamber align with
reality.
o Extent employee’s skills and knowledge are being utilized and ways to better
utilize them; what’s working, what they need more of, etc.
o Begin discussing the year ahead.
Socialization
 Solicit employee’s feedback and suggestions on ways to improve the onboarding
experience. Do this one-on-one or with a small group of new employees.
Training and Development
 Discuss employee’s professional development goals and identify relevant learning
opportunities.
o TCCE
o ACCE
o IOM
New Employee Onboarding
Page 6
Frisco Chamber of Commerce