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PRACTICAL GUIDE

Connect a good onboarding process to a better first shift

Help a new starter know what to provide and help managers know what to review.

01

Explain what happens next

Give the starter a clear invitation, a list of information they will need and a point of contact for questions. Explain that they can save and return.

02

Collect a useful record

Keep employee information, documents and qualifications together. Ask only for information your business needs and make review responsibilities clear.

03

Review before relying on the record

A submitted form is the starting point for review. Check completeness, follow up gaps and confirm current details for returning employees.

04

Prepare the first shift

Make sure the manager knows when the person starts, who will welcome them and what they will do first. Review the rota and availability as part of that preparation.

05

Keep the record current

Agree a process for changes and leavers. When someone returns, restore the record and review it rather than assuming old information is still correct.

This guide is practical operating guidance. Adapt it to your own business processes and product configuration.

YOUR NEXT STEP

Start with a better working day.

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EXISTING CUSTOMERS

Your work starts here.

Choose a product to open the current Pattersons workspace.

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If your organisation has a different workspace, use the address supplied by your manager.