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New Hire Onboarding

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Team Meeting

"Treat your employees exactly as you want them to treat your best customers"

-Stephen R. Covey

These two videos are the same, but are offered in two different formats to accomodate our users. 

If you cannot access YouTube (the first video) click on Vimeo (the second video).


  • Outline and document your well-defined process of onboarding a New Hire to ensure you create an exceptional first impression

  • Use a structured, pro-active checklist to fully manage all pre-arrival activities to ensure a smooth onboarding process, across all core areas, with nothing falling through the cracks

  • Create high levels of trust and elevate the New Hire’s trust through the transition experience

  • Ensure that each New Hire has a consistent onboarding experience which is turn-key and easy for you deliver, as well as promoting a positive experience associated with your brand

  • Feel good about the professional process you have adopted to onboard your New Hires



We are providing a full slate of resources for the New Hire Onboarding Process, and depending on the position you are hiring for, you may have to modify them accordingly. Each of these tools is completely customizable so be sure to use the tool that best serves you based on your process and approach to onboarding for your specific New Hire.

Bringing on Your New Hire

  1. Read the New Hire Onboarding Overview to get a clear understanding of the four key components of a comprehensive welcome, onboarding, and integration process:

    • Office Space & Operations – Getting their New Workspace Ready

    • Human Resources – Immersing them in their New Culture

    • Marketing – Launching them with their New Branding

    • Client Transition – Setting them up for Growth & Expansion with the Client Transition

  2. Identify who in your organization will coordinate each of these four areas. It may be several different individuals, one individual, or a division devoted to New Hire Onboarding – regardless, there needs to be accountability so we can trust each component is executed.

  3. Use the Office Space & Operations Guidelines and Office Space & Operations Checklist provided as a means of coordinating all aspects of having work space ready to go for your New Hire.

  4. Use the Human Resources Guidelines and Human Resources Checklist provided as a means of coordinating all aspects of the necessary HR requirements and paperwork, so everything is ready to go for your New Hire.

  5. Use the Marketing & Branding Guidelines and Marketing & Branding Checklist provided as a means of coordinating all necessary marketing materials, so everything is ready to go for your New Hire.

  6. If you have identified only one person to coordinate your New Hire Onboarding they may want to use the New Hire Onboarding Master Checklist as it is an excel spreadsheet with multiple tabs to help them coordinate it all in one place. 

  7. As with anything that is process-driven, we encourage you (where possible) to fully automate processes like this using your CRM to allow for seamless application and implementation.

Note: There is also a Client Transition Process which is covered in a separate module and is suitable for    New Hires who are Financial Advisors bringing clients along with them.

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