How to onboard a new team member

Here’s a simple step-by-step guide for managers to smooth out the onboarding process from start to finish.

Step 1: Share the Basics

Kick things off by sending over key info about your new hire: their full name, start date, role, and what they’ll be doing. Don’t forget to mention any tech or equipment they might need - ask if phone, laptop needed (if so select ticket fields to indicate this). This helps everyone get ready without last-minute scrambling. 

Assign to "tier 2 support" group

Step 2: Get Everything Ready

Work with HR and IT to make sure the paperwork is done and tech accounts are set up ahead of time. Make sure their desk or workspace is ready to go, so they can hit the ground running on day one.

Step 3: Plan Their First Days

Set up an easy-to-follow schedule that includes orientation, some initial training, and time to meet the team. Pairing them with a buddy can make a huge difference in helping them settle in and understand how things work.

Step 4: Check In and Keep Improving

Make sure to touch base regularly during those first few weeks to answer questions and offer support. And don’t forget to ask for feedback — it helps fine-tune the process for the next new hire.

Following these simple steps makes onboarding way smoother and helps your new team member feel right at home.