Pre-Hiring Preparation
- Define the role:
- Write a clear job description (title, responsibilities, skills required).
- Set salary range and benefits (healthcare, PTO, remote options).
- Legal compliance:
- Verify EIN is set up for payroll.
- Understand labor laws (overtime, breaks, anti-discrimination).
- Choose hiring channels:
- Job boards (Indeed, LinkedIn), local networks, or referrals.
Recruitment Process
- Screen applicants:
- Review resumes/CVs for key qualifications.
- Conduct phone screenings (15–30 mins) to shortlist candidates.
- Interviews:
- Schedule structured interviews (behavioral + skills-based questions).
- Include team members or key stakeholders in the process.
- Background checks:
- Verify employment history, references, and licenses (if required).
- Run criminal/drug tests (if applicable).
Making the Offer
- Send a formal offer letter:
- Include position, start date, salary, benefits, and conditions.
- Negotiate terms (if needed) and confirm acceptance in writing.
Pre-Onboarding (Before Day 1)
- Prepare paperwork:
- W-4 (tax withholding), I-9 (employment eligibility), and state forms.
- Non-disclosure agreements (NDAs) or contracts.
- Set up tools/access:
- Email, software logins, and hardware (laptop, badge).
- Add to payroll/HR systems (e.g., Gusto, ADP).
- Schedule orientation/training:
- Assign a mentor/buddy for the first week.
First Day & Onboarding (Week 1)
- Welcome the employee:
- Office tour, team introductions, and company culture overview.
- Review essentials:
- Company policies (handbook), goals, and role expectations.
- Emergency procedures and IT security protocols.
- Assign initial tasks:
- Small, achievable projects to build confidence.
Ongoing Support (First 90 Days)
- Check-ins:
- 30/60/90-day reviews to address questions and feedback.
- Training & development:
- Provide resources for skill-building (courses, shadowing).
- Solicit feedback:
- Ask the employee about their onboarding experience.
Compliance & Documentation
- File employee records securely (digital or physical).
- Report new hires to your state’s labor department (required in most states).
- Stay updated on labor laws (minimum wage changes, OSHA requirements).
Bonus Tips
- Culture fit matters: Assess alignment with company values during interviews.
- Automate onboarding: Use tools like BambooHR or Trainual for smoother processes.
- Celebrate milestones: Recognize the employee’s first week/month to boost morale.
