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NEW EMPLOYE ONBOARDING CHECKLIST新员工入职清单The goal is to plan and prepare for the employees arrival so that the employee does not arrive to chaos, but to an organized prepared work place. This checklist is designed to assist with the departments orientation process. Onboarding is a long-term process that begins before an employees start date and continues for at least six months. This Checklist is organized by responsible department to initiate each task at different timeline. It also helps hiring managers prepare for the arrival of new employees. Once an employee starts, he/she can work together with the hiring manager and an on boarding.我们的目标是为新员工的到来做规划和准备,避免混乱,维持有序的工作环境。此清单有助于部门进行上岗引导程序。入职是一个长期的过程,从新员工到来开始并持续至少六个月。这份清单由相关部门在不同的时间点负责实施每一项任务。同时也有助于用人经理为新员工的到来做准备。员工到来后,他/她会与用人部门经理一起工作,进行入职流程。A. Prior to First Day 入职前HUMAN RESOURCES 人力资源1. Print out New Employee Onboarding Checklist, review and customize打印新员工入职清单,审核并定制2. Complete two reference checks and collect documents (as per Pre-Employment Checklist) from new employee before making an official offer确定了候选人,出Offer之前,依据检查清单,需完成至少两家公司以上背景调查,3. Send offer confirmation acceptance email to IT, HR, Hiring Manager, Admin and start date给IT,HR,用人经理,行政,发送入职通知邮件,注明入职日期4. Call the new employee to welcome him or her a few days before the start date. Remind him/her to bring completed paperwork and identification on the first day.If a foreigner, send the work permit application check list with all the necessary forms and procedures to complete.在入职日期之前致电新员工欢迎他/她的加入。提醒他/她在入职第一天带齐纸质资料和证明。如果是外籍员工,发送其办理就业许可证申请所需要的所有必要表格和手续清单。5. Notify employee to do Medical Check Up通知员工体检6. Provide new employee with a contact in the event of a question or issue提供给新员工联系方式以便有需要时联系。7. Prepare on-boarding materials: 准备入职资料:a. Organization structure 组织架构b. Job description (sent together with offer letter) 工作说明书(与录用通知书一起发送)c. New Hire Form 新雇员工报到表d. Individual Form 个人资料表e. Letter of Commitment Code of Ethics (sent together with offer letter)职业道德承诺书(与录用通知书一起发送)f. Memo on code of conduct & corporate value行为准则和企业价值观文件g. Labour Contract 劳动合同 h. Attendance and Leave Management Acknowledgement 考勤管理制度确认书i. Disciplinary Acknowledgement 公司奖惩管理制度确认书j. Personal File Storage 档案存放地k. Household (Hukou) Registration 户口本户主及本人页复印件l. Medical benefits Handbook 医疗福利手册m. Employee Handbook Acknowledgement员工手册签阅 8. Schedule employee for New Employee Orientation Session 入职培训 Date日期:_ 9. Check with IT on the email and extension. Updated the new employees detail in the Global and local directory 与IT部核对邮箱和电话分机号。更新全球和地区的目录上新员工的详细信息10. If Foreigner and GM level, arrange for airport pick-up and hotel arrangement 如果是外籍员工及来自异地的高级经理,安排机场接机和酒店预订ADMIN 行政11. Assign Work Station 分配工位12. Order furniture (when needed) 订家具(如果需要)13. Order Office Supplies e.g. keys, stationaries 订办公用品,例如:钥匙,文具14. Order business cards (when needed) 订名片(如果需要)15. Acquire building and floor access cards or employee ID 获取大厦或楼层的出入许可证或员工IDIT 16. Establish Computer/Laptop, corporate phone, network (includes set up of software and hardware and network login置办台式电脑/笔记本电脑,公司手机,网络(包括安装软件和硬件以及登陆网络)17. Establish telephone access including extension and photocopier machine接入通讯,包括电话分机和复印机18. Ensure email setup (with access or password):_确保邮箱的设置(接入或密码)19. Ensure email and extension is updated in the Global and local directory确保邮箱和电话分机号已在全球和当地目录上更新HUMAN RESOURCES 人力资源20. Ensure email and extension is updated in the Global and local directory确保邮箱和电话分机号已在全球和当地目录上更新HIRING MANAGER 用人经理21. Schedule times for the new employee to meet with key staff members安排新员工与主要成员会面时间22. Assign a buddy as an immediate resource for any questions and to help guide the employees relationship building, knowledge attainment, and problem solving为新员工安排一位工作伙伴,帮助指导新员工建立关系,获取知识和解决问题Buddy Name:_工作伙伴姓名:23. Discuss the responsibilities of mentor with selected candidate to ensure understanding of the role (choose mentors who are interested, positive, knowledgeable, and personable)与候选人讨论导师的职责确保了解任务(需要选择感兴趣的、积极的、业务熟练的、受欢迎的人作为导师)24. Gather job specific resource information (i.e. job description, reference materials, manual, etc)收集岗位的具体信息(例如岗位职责,参考资料,手册等)25. Create a training schedule for the employees first week or longer为新员工制定第一周或之后更长周期的培训时间表First Day on the Job 工作第一天The goal is to make a good first impression by focusing on welcoming the employee to the corporate family not solely on completing the required forms. Once an employee starts, he/she can work together with the hiring manager and a buddy* to complete the checklist. The hiring manager may add additional activities that are relevant to the new employees area. Internal transfer employees may omit items that are not applicable.为了给新员工留下良好印象,致力于欢迎其加入公司而不是仅仅完成规定的形式。当新员工入职后,他/她与用人经理和工作伙伴*一起完成清单。用人经理可增加与新员工相关的项目。内部调动的员工可以省略不适用的项。*A buddy is a peer to the new employee who can assist in the onboarding process and be a “go-to” person as directed by the manager.*工作伙伴既在入职过程中帮助新员工,又是由经理管理的全才。HIRING MANAGER 用人经理1. Make sure manager or a designated staff member is present to greet the new employee确保经理或者指定员工出现,欢迎新员工2. Introduce new employee to staff and team members/ co- workers (or to arrange a small gathering to welcome the new employee with a lunch, etc. 介绍新员工给团队成员/同事(或安排小型聚会比如午间聚餐等欢迎新员工)3. Meeting with Hiring Manager to understand roles and responsibilities与用人经理会面了解岗位和职责BUDDY 工作伙伴4. Make an introduction to the new employee向新员工作介绍5. Make a tour in the building and company facilities i.e. toilet, photocopier, cafeteria, parking带领参观办公区域和办公设备,例如洗手间、复印机、餐厅、停车场6. Inform absence procedures and process for leaves application告知缺勤程序和请假申请流程ADMIN 行政7. Review emergency procedures, what to do in case of an accident and other safety issues and guidelines讲解应急程序,指导意外发生或有安全问题时的解决方案HUMAN RESOURCES 人力资源8. Notify employee after offer is accepted to allow employee access to organisations intranet to view policies, benefits information, FAQs and orientation schedule在员工接受录用通知书后,通知员工进入企业内网浏览公司政策,福利信息,常见问题和新员工培训时间安排。9. Send welcome e-mail to all staff and copy the employee给全体员工发送新入职员工欢迎信10. Provide on boarding materials for new employee to complete让员工完成入职资料11. Provide neck tie (depending on executive level)提供领带(根据管理级别)12. Set-up new employees payroll account. Advise on setup of Bank account (if none)设置新员工的工资发放账户。建议设置银行账户(如果没有)13. Set-up thumb print registration (in Shanghai it is done by IT Department)设置指纹登记14. Collect from employee:向员工收集: ID Card 身份证/ Passport 护照 Last Employment Salary Slip上家公司薪资单 (Should be provided during interview 在面试时,应提供) 4 Pieces of Passport Photos 一寸照片4张 (彩色) Last Company Resignation Certificate 原单位离职证明 Academic Certificate 学历证书(Should be provided during interview在面试时,应提供) Social Security Card Copy 社会保障卡复印件 Bank Card Copy 银行卡复印件 Household (Hukou) Registration 户口本户主及本人页复印件 Medical benefits Handbook 医疗福利手册 Employee Handbook劳动手册B. First Week on the Job 工作第一周HIRING MANAGER 用人经理1. Review organization structure and overview department functions and team member responsibilities审查组织架构和部门职能以及成员职责2. Review other departments overall functions and highlight internal customers浏览其他部门的总体职能和强调内部客户3. If employee will supervise others, ensure he or she meets with direct reports one-on-one and as a group如果员工需要管理其他人,确保他/她是一对一汇报并且作为一个团队4. Welcome lunch with manager and team与经理和团队共进欢迎午餐5. Review key company information 浏览公司重要信息6. Finalise Key Result Areas for Probation period完成试用期关键成果领域评估BUDDY 业务伙伴7. Introduction to email, company intranet, shared folder, company policies and procedures介绍邮件,公司内网,共享文档,公司政策和流程8. Have lunch with new employee与新员工共进午餐HUMAN RESOURCES 人力资源9. Ensure employee understands and sign on Labour Contract确保员工理解并签署劳动合同C. First Month on the Job & Probation Period 工作第一个月和试用期HIRING MANAGER 用人经理1. Review and clarify performance objectives and expectations after the first month在工作第一个月之后回顾和明确绩效目标和期望2. Overview of budget and finance procedures

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