Agency new hire onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to running client work alone
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before day 1 | ||||
| Set up their laptop, email and accounts for the project, time, chat and design or ad tools the role uses | Before day 1 | |||
| Add them to the client accounts they’ll work on, with their own login | Before day 1 | |||
| Name a buddy and the manager who will sign them off | Before day 1 | |||
| Week 1 | ||||
| Explain how the agency plans, tracks and reports work, and where everything lives | Week 1 | |||
| Show how time is tracked, and the codes for each client and task | Week 1 | |||
| Go through the services the agency sells and how each one is delivered | Week 1 | |||
| Train them on the creative review and approval procedure | Week 1 | |||
| Clients | ||||
| Read the playbook for each client they’ll work on, including preferences and approvers | Week 2 | |||
| Meet each client’s account lead, and join a client call as an observer | Week 2 | |||
| Shadowing and supervised work | ||||
| Shadow a senior on each type of work they’ll do | Weeks 2 to 4 | |||
| Deliver their first pieces of work with a reviewer checking each one | Weeks 3 to 6 | |||
| Sign them off on each type of work they can deliver alone, and record it | Weeks 4 to 8 | |||
| Reviews | ||||
| Hold check-ins at 30 and 60 days on progress, questions and workload | Days 30 and 60 | |||
| Review their work, client feedback and goals at 90 days | Day 90 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
