For HR and respective Department Use only 人力资源部门和相关部门使用 NEW EMPLOYEE ONBOARDING CHECKLIST 新员工入职清单
The goal is to plan and prepare for the employee’s arrival so that the employee does not arrive to chaos, but to an organized prepared work place. This checklist is designed to assist with the department’s orientation process. Onboarding is a long-term process that begins before an employee’s start date and continues for at least six months. This Checklist is organized by responsible department to initiate each task at different timeline. It also helps hiring managers prepare for the arrival of new employees. Once an employee starts, he/she can work together with the hiring manager and an on boarding.
我们的目标是为新员工的到来做规划和准备，避免混乱，维持有序的工作环境。此清单有助于部门进行上岗引导程序。入职是一个长期的过程，从新员工到来开始并持续至少六个月。这份清单由相关部门在不同的时间点负责实施每一项任务。同时也有助于用人经理为新员工的到来做准备。员工到来后，他/她会与用人部门经理一起工作，进行入职流程。
A. Prior to First Day 入职前
HUMAN RESOURCES 人力资源
1. Print out New Employee Onboarding Checklist, review and customize
打印新员工入职清单，审核并定制
2. Complete two reference checks and collect documents （as per Pre-Employment Checklist） from
new employee before making an official offer
确定了候选人,出Offer之前,依据检查清单,需完成至少两家公司以上背景调查, 3. Send offer confirmation acceptance email to IT, HR, Hiring Manager, Admin and start date
给IT，HR，用人经理，行政，发送入职通知邮件，注明入职日期
4. Call the new employee to welcome him or her a few days before the start date. Remind him/her to
bring completed paperwork and identification on the first day.
If a foreigner, send the work permit application check list with all the necessary forms and procedures to complete.
在入职日期之前致电新员工欢迎他/她的加入。提醒他/她在入职第一天带齐纸质资料和证明。 如果是外籍员工，发送其办理就业许可证申请所需要的所有必要表格和手续清单。 5. Notify employee to do Medical Check Up
通知员工体检
6. Provide new employee with a contact in the event of a question or issue
提供给新员工联系方式以便有需要时联系。 7. Prepare on-boarding materials:
准备入职资料：
Organization structure 组织架构
Job description (sent together with offer letter) 工作说明书（与录用通知书一起发送） New Hire Form 新雇员工报到表 Individual Form 个人资料表
Letter of Commitment – Code of Ethics (sent together with offer letter) 职业道德承诺书（与录用通知书一起发送） f. Memo on code of conduct & corporate value
行为准则和企业价值观文件 g. Labour Contract 劳动合同 h. Attendance and Leave Management Acknowledgement 《考勤管理制度》确认书 i. Disciplinary Acknowledgement 《公司奖惩管理制度》确认书 j. Personal File Storage 档案存放地 k. Household (Hukou) Registration 户口本户主及本人页复印件 l. Medical benefits Handbook 医疗福利手册
m. Employee Handbook Acknowledgement《员工手册》签阅
8. Schedule employee for New Employee Orientation Session 入职培训 Date日期：_____
9. Check with IT on the email and extension. Updated the new employee’s detail in the Global and local
directory
与IT部核对邮箱和电话分机号。更新全球和地区的目录上新员工的详细信息 10. If Foreigner and GM level, arrange for airport pick-up and hotel arrangement
如果是外籍员工及来自异地的高级经理，安排机场接机和酒店预订
a. b. c. d. e.
ADMIN 行政
11. Assign Work Station 分配工位
12. Order furniture (when needed) 订家具（如果需要）
13. Order Office Supplies e.g. keys, stationaries 订办公用品，例如：钥匙，文具 14. Order business cards (when needed) 订名片（如果需要）
15. Acquire building and floor access cards or employee ID 获取大厦或楼层的出入许可证或员工ID
IT
16. Establish Computer/Laptop, corporate phone, network (includes set up of software and hardware and
network login
置办台式电脑/笔记本电脑，公司手机，网络（包括安装软件和硬件以及登陆网络） 17. Establish telephone access including extension and photocopier machine
接入通讯，包括电话分机和复印机 18. Ensure email setup (with access or password):_________________________
确保邮箱的设置（接入或密码） 19. Ensure email and extension is updated in the Global and local directory
确保邮箱和电话分机号已在全球和当地目录上更新
HUMAN RESOURCES 人力资源
20. Ensure email and extension is updated in the Global and local directory
确保邮箱和电话分机号已在全球和当地目录上更新
HIRING MANAGER 用人经理
21. Schedule times for the new employee to meet with key staff members
安排新员工与主要成员会面时间
22. Assign a buddy as an immediate resource for any questions and to help guide the employee’s
relationship building, knowledge attainment, and problem solving
为新员工安排一位工作伙伴，帮助指导新员工建立关系，获取知识和解决问题
Buddy Name:__________________________________ 工作伙伴姓名：
23. Discuss the responsibilities of mentor with selected candidate to ensure understanding of the role
(choose mentors who are interested, positive, knowledgeable, and personable)
与候选人讨论导师的职责确保了解任务（需要选择感兴趣的、积极的、业务熟练的、受欢迎的人作为导师） 24. Gather job specific resource information (i.e. job description, reference materials, manual, etc)
收集岗位的具体信息（例如岗位职责，参考资料，手册等） 25. Create a training schedule for the employee’s first week or longer
为新员工制定第一周或之后更长周期的培训时间表
B. First Day on the Job 工作第一天
The goal is to make a good first impression by focusing on welcoming the employee to the corporate family not solely on completing the required forms. Once an employee starts, he/she can work together with the hiring manager and a buddy* to complete the checklist. The hiring manager may add additional activities that are relevant to the new employee’s area. Internal transfer employees may omit items that are not applicable.
为了给新员工留下良好印象，致力于欢迎其加入公司而不是仅仅完成规定的形式。当新员工入职后，他/她与用人经理和工作伙伴*一起完成清单。用人经理可增加与新员工相关的项目。内部调动的员工可以省略不适用的项。
*A buddy is a peer to the new employee who can assist in the onboarding process and be a “go-to” person as directed by the manager.
*工作伙伴既在入职过程中帮助新员工，又是由经理管理的全才。
HIRING MANAGER 用人经理
1. Make sure manager or a designated staff member is present to greet the new employee
确保经理或者指定员工出现，欢迎新员工 2.
Introduce new employee to staff and team members/ co- workers (or to arrange a small gathering to welcome the new employee with a lunch, etc.
介绍新员工给团队成员/同事（或安排小型聚会比如午间聚餐等欢迎新员工） Meeting with Hiring Manager to understand roles and responsibilities 与用人经理会面了解岗位和职责
3.
BUDDY 工作伙伴
4. Make an introduction to the new employee
向新员工作介绍 5. 6.
Make a tour in the building and company facilities i.e. toilet, photocopier, cafeteria, parking 带领参观办公区域和办公设备，例如洗手间、复印机、餐厅、停车场 Inform absence procedures and process for leaves application 告知缺勤程序和请假申请流程
ADMIN 行政
7. Review emergency procedures, what to do in case of an accident and other safety issues and
guidelines
讲解应急程序，指导意外发生或有安全问题时的解决方案
HUMAN RESOURCES 人力资源
8. Notify employee after offer is accepted to allow employee access to organisation’s intranet to view policies,
benefits information, FAQs and orientation schedule
在员工接受录用通知书后，通知员工进入企业内网浏览公司政策，福利信息，常见问题和新员工培训时间安排。 9.
Send welcome e-mail to all staff and copy the employee 给全体员工发送新入职员工欢迎信
10. Provide on boarding materials for new employee to complete
让员工完成入职资料 11. Provide neck tie (depending on executive level)
提供领带（根据管理级别）
12. Set-up new employee’s payroll account. Advise on setup of Bank account (if none)
设置新员工的工资发放账户。建议设置银行账户（如果没有） 13. Set-up thumb print registration (in Shanghai – it is done by IT Department)
设置指纹登记 14. Collect from employee:向员工收集：
? ? ? ? ? ? ? ? ? ?
ID Card 身份证/ Passport 护照
Last Employment Salary Slip上家公司薪资单 (Should be provided during interview 在面试时，应提供) 4 Pieces of Passport Photos 一寸照片4张 (彩色) Last Company Resignation Certificate 原单位离职证明
Academic Certificate 学历证书(Should be provided during interview在面试时，应提供) Social Security Card Copy 社会保障卡复印件 Bank Card Copy 银行卡复印件
Household (Hukou) Registration 户口本户主及本人页复印件 Medical benefits Handbook 医疗福利手册 Employee Handbook劳动手册
C. First Week on the Job 工作第一周
HIRING MANAGER 用人经理
1. Review organization structure and overview department functions and team member responsibilities
审查组织架构和部门职能以及成员职责 2. 3.
Review other departments’ overall functions and highlight internal customers 浏览其他部门的总体职能和强调内部客户
If employee will supervise others, ensure he or she meets with direct reports one-on-one and as a group
如果员工需要管理其他人，确保他/她是一对一汇报并且作为一个团队 Welcome lunch with manager and team 与经理和团队共进欢迎午餐 Review key company information 浏览公司重要信息
Finalise Key Result Areas for Probation period 完成试用期关键成果领域评估
4. 5. 6.
BUDDY 业务伙伴
7. Introduction to email, company intranet, shared folder, company policies and procedures
介绍邮件，公司内网，共享文档，公司政策和流程 8.
Have lunch with new employee 与新员工共进午餐
HUMAN RESOURCES 人力资源
9. Ensure employee understands and sign on Labour Contract
确保员工理解并签署劳动合同
D. First Month on the Job & Probation Period 工作第一个月和试用期
HIRING MANAGER 用人经理
1. Review and clarify performance objectives and expectations after the first month
在工作第一个月之后回顾和明确绩效目标和期望 2. 3. 4.
Overview of budget and finance procedures and policies 浏览预算和财务流程及政策
Set-up brief meeting with Head of Department (GM, Director, Senior Manager, Manager) 与部门领导召开简要会议（总经理、总监、高级经理、经理）
Conduct confirmation assessment 2 weeks before he is due for confirmation. 在转正前两周进行转正评估
Discuss with new employee on his performance 与新员工讨论他的表现
5.
HUMAN RESOURCES 人力资源
6. Reminder to hiring manager to conduct final confirmation assessment (1 month before end of
probation period)
提醒用人经理进行最后转正评估（试用期结束前一个月）
E. Fifth and 5th Month on the Job 工作第五个月
HIRING MANAGER 用人经理
1. Review performance objectives and progress
回顾绩效目标和进展 2.
Discuss training completed and training planned for the future 讨论已完成的培训和未来计划进行的培训
F. Annual Performance Review 年度绩效总结
HIRING MANAGER
1. Conduct annual performance review and Key Result Areas Achievements
进行年度绩效总结和评估关键结果领域的结果 2.
Set objectives and Key Result Areas for the coming year with employee 与员工一同设立下一年目标和关键结果领域
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