<aside> π‘ Use this template as a hub page for all your onboarding documentation.
</aside>
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.
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.
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. |
List any tools and equipment needed to get the job done. For software, include logins and resources for how to use the tool.
List step-by-step instructions to complete the process. For onboarding, segmenting the process out by time can be helpful. Hereβs an example:
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.