Manager Onboarding Checklist

Employee folder created (paper and/or digital)

Employee has complete W-9 and other employment documents

Employee has provided direct deposit/bank information

Employee has provided all relevant contact information

Employee has received welcome packet and training documents/manual

Employee has received a copy of the employee and management handbook

Company culture documents (include dress code, professional ethics, and the code of conduct)

Compensation and benefits documents

Employee has been set up in your systems (payroll, scheduling, POS, etc)

Management job description and responsibilities have been reviewed

Short and long term goals have been reviewed

Daily, weekly, monthly, quarterly goals/expectations have been reviewed

Reviewed policies for employees (vacation, leave, confidentiality, remote work, request time off, sick days)

Give an overview of the company's/brand mission and goals

Reviewed employee performance review process

How company/brands recognizes and rewards employees

Manager software onboarding training

Department structure has been reviewed

Department meeting flow and frequency

Company’s recruiting/hiring process

Team budget and what it's used for

Motivation trainings

Conflict management trainings

Time management trainings

Team management trainings

Feedback (things to review/work on)

Check-ins (one month, three months, six months)

Praise (positive feedback/boost confidence)

Questions and concerns (let new manager give feedback or ask questions)

Set performance goals

Manager performance review (3, 6,9 , and 12 months)