Employee Onboarding
A great first week sets the tone for an employee's entire tenure. This employee onboarding SOP gives HR, IT, and hiring managers a single, repeatable workflow so nothing slips through the cracks — from creating the employee record and provisioning accounts to shipping equipment and running day-one orientation.
The procedure branches for remote versus on-site hires, so distributed teams and office-based teams both follow a path that fits how they actually work. Each step names the role responsible and the tools involved, making handoffs explicit and accountability clear.
Use this template as-is or tailor it to your company. Import it into Essoflo to edit the steps, add your own tools and roles, attach checklists and documents, and assign owners — turning a generic best practice into your team's standard.
- Purpose
- Ensure every new hire is consistently set up, equipped, and trained during their first week.
- Scope
- Applies to all full-time and part-time new hires across departments.
- Steps
- 6 steps & decisions
- Roles & tools
- HR Coordinator, IT Admin, Hiring ManagerHRIS, SSO Provider
Step-by-step walkthrough
The same procedure as the diagram above, in reading order — decisions show where each answer leads.
- 1
Create employee record
HR creates the employee record in the HRIS and triggers payroll setup.
Who: HR Coordinator·Tools: HRIS
- 2
Provision accounts & equipment
IT creates SSO accounts, email, and ships hardware to arrive before day one.
Who: IT Admin·Tools: SSO Provider
- 3
Remote employee?
Determine whether equipment ships or is picked up on-site.
True → Ship equipment·False → Prepare desk & badge
Who: IT Admin
- 4
Ship equipment
Courier hardware with a return label and setup guide.
Who: IT Admin
- 5
Prepare desk & badge
Set up the workstation and issue a building access badge.
Who: HR Coordinator
- 6
Day-one orientation & training
Manager runs role-specific training and reviews 30/60/90 goals.
Who: Hiring Manager
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Prefer to start from scratch? Try the free RACI matrix builder or the onboarding program builder — no sign-up needed.