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1
2
PRE-HIRE APPLICATION PHASE
CHECKLIST
4
 Follow up with applicants through out the process
 Makes values in job description prominent
 Create a communication kit for interviewees
 Signal what it will be like to work at your company
 Use McQuaig 3-Step Process to create ideal
candidate profile
 Create job description using the profile
 Use behavioral insights from assessments and
paint a picture of the organization and the role
AFTER OFFER CHECKLIST
 Make sure your onboarding team understands their
roles and how they connect
 Have new hire come in later than usual start time
 Stock new hire’s desk
 Review job description with new hire and identify
timelines and key tasks
 Create a map of onboarding experience with help of
new hire
 Assign a buddy to answer questions and act as a
guide
 Give some product samples
 Provide new hire with McQuaig profile
5
DAY 1 CHECKLIST
 Make sure your onboarding team understands their roles
and how they connect
 Have new hire come in later than their usual start time
 Stock new hire’s desk
 Review job description with new hire and identify
timelines and key tasks
 Create a map of onboarding experience with help of new
hire
 Assign a buddy to answer questions and act as a guide
 Give some sample products
 Provide new hire with their McQuaig Profile and their
managers’ McQuaig Profile
6
DAY TWO TO THREE MONTHS
CHECKLIST
 Assign specific, short-term and long-term tasks
 Create work-related objectives
 Take a deeper dive into job description and
responsibilities
 Have the manager and employees meet to discuss
their McQuaig profiles and what it means for creating
better interactions
 Have a manager hold a Week 1 assessment meeting
 Use the Team Approach Report to understand how
the new hire will work in a team
7
3 MONTHS TO 1 YEAR CHECKLIST
 Review material that was briefly overviewed in
the first several weeks
 Check in informally by asking the employee
about how they are doing directly
 Check in formally every thirty days
 Conduct performance reviews
 Provide employee with McQuaig Self-
Development report and have
manager/employee discuss
 Use results in coaching and development
strategies
8
THERE’S MORE
Download
The Ultimate Guide to Employee
Onboarding
Here: http://bit.ly/1Ppil1G
 More best practices 
 Special section: Onboarding executives 
 How to easily personalize your onboarding
http://bit.ly/1Ppil1G 9
10

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The Ultimate Guide to Employee Onboarding

  • 1. 1
  • 2. 2
  • 3.
  • 4. PRE-HIRE APPLICATION PHASE CHECKLIST 4  Follow up with applicants through out the process  Makes values in job description prominent  Create a communication kit for interviewees  Signal what it will be like to work at your company  Use McQuaig 3-Step Process to create ideal candidate profile  Create job description using the profile  Use behavioral insights from assessments and paint a picture of the organization and the role
  • 5. AFTER OFFER CHECKLIST  Make sure your onboarding team understands their roles and how they connect  Have new hire come in later than usual start time  Stock new hire’s desk  Review job description with new hire and identify timelines and key tasks  Create a map of onboarding experience with help of new hire  Assign a buddy to answer questions and act as a guide  Give some product samples  Provide new hire with McQuaig profile 5
  • 6. DAY 1 CHECKLIST  Make sure your onboarding team understands their roles and how they connect  Have new hire come in later than their usual start time  Stock new hire’s desk  Review job description with new hire and identify timelines and key tasks  Create a map of onboarding experience with help of new hire  Assign a buddy to answer questions and act as a guide  Give some sample products  Provide new hire with their McQuaig Profile and their managers’ McQuaig Profile 6
  • 7. DAY TWO TO THREE MONTHS CHECKLIST  Assign specific, short-term and long-term tasks  Create work-related objectives  Take a deeper dive into job description and responsibilities  Have the manager and employees meet to discuss their McQuaig profiles and what it means for creating better interactions  Have a manager hold a Week 1 assessment meeting  Use the Team Approach Report to understand how the new hire will work in a team 7
  • 8. 3 MONTHS TO 1 YEAR CHECKLIST  Review material that was briefly overviewed in the first several weeks  Check in informally by asking the employee about how they are doing directly  Check in formally every thirty days  Conduct performance reviews  Provide employee with McQuaig Self- Development report and have manager/employee discuss  Use results in coaching and development strategies 8
  • 9. THERE’S MORE Download The Ultimate Guide to Employee Onboarding Here: http://bit.ly/1Ppil1G  More best practices   Special section: Onboarding executives   How to easily personalize your onboarding http://bit.ly/1Ppil1G 9
  • 10. 10