Bringing on a new hire is an exciting milestone—but without a clear process, it can quickly turn into missed steps, confusion, and inconsistent experiences. For growing teams, especially those without a dedicated HR department, onboarding is often managed on the fly. That’s a problem.
The first 30 days set the tone for how new employees feel about your company, how quickly they become productive, and whether they decide to stay. A structured onboarding process saves time, builds trust, and creates a strong foundation for growth.
Below is a simple, ready-to-use onboarding checklist designed specifically for small to midsize businesses who want to start strong—without adding more complexity to their process.
Before the employee’s first day, make sure you’ve sent a welcome email with their start time, location, and who to check in with. Prepare their workstation or device, set up their email and software logins, and complete new hire paperwork like the W-4, I-9, and direct deposit form. Assign a peer buddy or mentor and share a schedule for the first week.
On day one, give a tour of the office or virtual team, introduce them to key contacts, review your mission, values, and culture, and walk through your org chart and reporting structure. Cover HR policies, your employee handbook, and any safety or conduct expectations.
By the end of the week, confirm their understanding of their role and responsibilities. Schedule regular check-ins with their manager and make sure they have access to time tracking and payroll systems. Ask what questions they have so far.
During week two, provide training on the tools and platforms they’ll use day to day. Start assigning beginner-level tasks so they can apply what they’re learning. Set short-term goals and walk them through early project milestones.
Introduce them to your communication norms—how the team uses email, messaging tools, or meetings—and explain how to request time off or submit hours. Keep the conversation open so they feel supported if something isn’t clicking.
Week three should start to feel like normal rhythm. Encourage participation in team meetings or cross-functional projects. Continue training with increased complexity, and begin transitioning from hand-holding to guided independence.
Reinforce what great performance looks like and highlight examples of company culture in action. Schedule a quick check-in to ask how things are going. Look for areas where they need support or clarification.
In the fourth week, schedule a formal 30-day check-in. Review performance so far, discuss wins and roadblocks, and ask for honest feedback about the onboarding experience.
Talk through goals for the next 30 to 90 days and outline development opportunities. Let them know what support is available—whether it’s ongoing training, peer mentors, or resources to help them grow in their role.
If appropriate, introduce them to upcoming company events, benefits enrollment periods, or new initiatives. Most importantly, acknowledge and celebrate completing their first month with the team.
When your team is growing, the details of onboarding matter. A missed email or forgotten setup step might not seem like a big deal—but to a new employee, it sends a message. Structure builds trust.
At CadenceHCM, we help small and midsize businesses simplify the onboarding process with connected HR, payroll, and time tracking solutions. We give you the tools to make every first day feel like the right step forward—for them, and for you.
Book your 30-minute discovery call and see how Cadence can handle every paycheck, compliance, and report for you—no obligation.