New employee onboarding checklist — Jira Work Management
How do you onboard new hires with Atlassian tools? Is it the right approach? Yes, it is. With Atlassian tools like Jira Work Management, Jira Service Desk, or Confluence, you can prepare a perfect plan for onboarding and manage tasks seamlessly.
Here is an employee onboarding checklist to make it easier for you. Feel free to use it in your process 😊 It is a Jira issue template, so you can copy it right to your tasks.
Jira issue Template name: Onboarding [ name and department]
Epic: Onboarding [ name and department]
Tasks:
Epic: Onboarding [name of new hire/department]
Description: Create a comprehensive plan for onboarding a new team member.
Tasks:
Prepare Onboarding Materials
Description: Ensure all needed contracts are ready for the first day.
Subtasks:
- Sign an employment contract
- Sign a NDA
- Create a welcome package with company swag
2. Set Up Equipment and Workspace
Description: Prepare hardware and software.
Subtasks:
- Order necessary equipment (laptop, phone, etc.).
- Prepare the workstation with essential tools and resources.
- Set up email accounts and access to internal systems.
3. Schedule Onboarding Sessions
Description: Prepare the agenda for the meeting with the team.
Subtasks:
- Create agenda for meetings
- Send out calendar invites to new employees and involved parties.
4. Orientation phase
Description: Take care of proper company introduction.
Subtasks:
- Prepare presentation slides for HR orientation.
- Prepare a Confluence page with information on company policies, structure and benefits, and enrollment process.
5. Training phase
Description: Prepare training sessions and assign a mentor.
Subtasks:
- Gather training knowledge base
- Assign a coordinator
6. Assign Onboarding Buddy
Description: Pair the new employee with a seasoned team member to assist with integration and answer questions. Establish regular check-ins for the first few weeks.
With this Employee Onboarding Checklist, we aim to empower you with the tools and resources to execute a flawless onboarding experience.
We invite you to explore our free ebook for additional insights on leveraging Atlassian tools for efficient onboarding. Welcome aboard, and let’s embark on this journey of growth and success together!
