<aside> πŸ’‘ Use this template as a hub page for all your onboarding documentation.

</aside>

🎯 Purpose

In 1-2 sentences, explain the purpose of this document. For example:

This SOP will ensure all new hires are integrated into the company effectively and efficiently.

πŸ” Scope

Explain the scope of the onboarding. For example:

This process applies to all managers, onboarding buddies, and new employees during the first 4 weeks of employment.

πŸ‘₯ Roles and Responsibilities

Brainstorm the persons involved in completing this process and their respective roles. For example:

Role Responsibilities Notes
Chief of Staff [tag team member] Oversee the entire onboarding process, ensure compliance with company policies, and maintain all necessary documentation.
*Hiring manager ***[tag team member] Ensure the new employee is welcomed, set up with necessary resources, and introduced to the team.
*New employee ***[tag team member] Complete all required paperwork, attend orientation sessions, and engage with the onboarding process.

πŸ› οΈ Tools and Equipment

List any tools and equipment needed to get the job done. For software, include logins and resources for how to use the tool.

πŸ”„ ****Step-by-Step Process

List step-by-step instructions to complete the process. For onboarding, segmenting the process out by time can be helpful. Here’s an example:

πŸ“š Related Resources

Add supporting references, contact persons, or regulatory guidelines, such as:

Approval and Revision History

Indicate who approved the procedure, the start date, and the most recent changes made to the SOP. Note: Notion updates this information automatically at the top of the page.