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HOW TO USE THIS TEMPLATE:

1. Duplicate This Template:

   Click on the "copy" icon in the top right corner to make a fresh copy each time you need to document a new process to keep things organized and standardized.

2. Customize the Sections:

   Fill in placeholders [like this] with your team’s specific names, roles, tools, and other details relevant to your workflow.

3. Be Concise & Clear:

   Avoid unnecessary details - focus on essential steps, clear responsibilities, and reasons behind tasks to ensure your team understands both what and why.

4. Review & Update Regularly:

   Assign clear ownership for regular maintenance (ideally quarterly) to keep this document up-to-date and effective.

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SOP Title

[Add title] * 7-Day New Hire Checklist*

1. Objective

[Add objective] Ensure every new hire is integrated into the team, tools, and culture efficiently within their first week.

2. Scope

[Add scope] **

This SOP is for all new employees and the HR/People Ops team supporting them.

3. Roles & Responsibilities

• Responsible (R): [Add] HR Coordinator (sets up accounts, updates forms)
• Accountable (A): [Add] Hiring Manager (overall success of onboarding)
• Consulted (C): [Add] Mentor/Buddy (provides on-the-job guidance)
• Informed (I): [Add] Executive Team (optional weekly onboarding status)

4. Onboarding Timeline (Day-by-Day)

[Add Timeline] **

• *Day 1:
  • Get welcome email + Slack invites
  • Intro Zoom call with Buddy
  • Set up corporate email + password manager*
• *Day 2:
  • Watch short “Company Overview” video
  • Complete HR forms (insurance, direct deposit)
  • Review security training overview*
• *Day 3-5:
  • Shadow a coworker for core tools (Notion, Slack, CRM)
  • Hands-on practice with tasks
  • Complete “Product 101” (short video + quiz)*
• *Day 6-7:
  • Attend team stand-ups
  • Finalize pending paperwork
  • Schedule 1:1 with Hiring Manager for feedback*

7. Tools & Resources