Notion – New Hire (Manager Checklist) Template

Notion – New Hire (Manager Checklist) Template

This template is perfect for organising everything for when your new staff member commences work. So much effort goes into finding the best candidate that when you actually find them, you sometimes have to scramble to prepare for their arrival. Depending on which team you lead, that onboarding process might look different, causing inconsistent experiences across your company. Our new hire checklist template helps managers standardize and speed up the onboarding process.

• What is a new hire checklist? A new hire checklist is a helpful list of everything a manager needs to do to prepare for a new hire’s first days or weeks on the team. With a new hire checklist, you can make sure you’re tracking every action item and to-do you need to prepare for your new hire.
• What is the focus of a new hire checklist? A new hire checklist should include the prep work, announcements, and actionable items managers need to do in order to prepare for their new hire. New hire checklists help standardize the onboarding process across your company, so every manager knows what they need to prepare for their new hire. Start with our new hire checklist template, which includes the basics every manager needs to get started. Then, customize the checklist to include any team-specific meetings, training, or reminders.
• Why use a new hire checklist? A new hire checklist ensures that every new hire is getting the same onboarding experience, and that managers aren’t missing important steps or paperwork during the hiring process. With a new hire checklist, you can also make tasks feel actionable and ensure all high-priority onboarding tasks are completed on time.
• What should a new hire packet include? Your new hire packet should include any applicable company-wide documentation, as well as team-specific needs. For example, every new hire should receive all the necessary HR paperwork they need for onboarding. You’ll also likely want to include a first day schedule and details about the technology setup they will be receiving from your company. To help make the new hire packet feel more welcoming, include fun company tips, invitations to team lunches, and little quirks like jokes or stickers.

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What you need before purchase

• Basic knowledge of how to use Notion
• Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

• Click on the template download link in Gumroad
• When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
• The template will now be available in your own Notion account

For ongoing use, the steps are:

• Login to Notion and select the template you want to view
• Click on the Duplicate link in the top-right of your screen to create a copy to use
• You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again