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SOP: New Hire Onboarding Checklist (All Roles)

Standard onboarding SOP with roles, steps, and on-call matrix for all departments.

SOP: New Hire Onboarding Checklist (All Roles)

This step-by-step guide standardizes onboarding for caregivers, dining, housekeeping, maintenance, and admin staff. Keep a printed copy in the department binder.

Roles

  • Hiring Manager (HM)
  • HR Coordinator (HR)
  • IT/System Admin (IT)
  • Department Preceptor (DP)

Steps (Day 0–30)

  1. Offer Accepted (Day 0) — HM emails HR with start date and shift. HR initiates background check and I-9.
  2. Pre-Start (Day 1–3) — HR sends welcome packet, policies, and ADA/HIPAA training links.
  3. Day 1 — HR completes I-9 and e-verify; IT provisions EHR/eMAR, email, Family Portal access; DP assigns shadow schedule.
  4. Week 1 — Skills validation, safety tour (fire, emergency codes), incident reporting review.
  5. Week 2–4 — Role-specific competencies signed by DP and HM.
  6. Day 30 — HM conducts check-in; document goals and any accommodations.

Escalation & On-Call

Urgent access issues: page IT On-Call (see on-call matrix). Compliance questions: contact HR.

Quick Reference

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