What Should I Include in My Practice’s Onboarding Checklist?
We created this helpful onboarding checklist to help you with a very important process in your practice: the onboarding of a new employee! Properly onboarding an employee can prevent confusion and complications that occur down the line due to not properly managing the process.
Here is an employee onboarding checklist to help you cross off all the important and necessary items:
Manager’s Checklist (Before Day 1):
Send Employee Agreement containing the following, and make sure these are received prior to the employee’s start date:
NDA and non-compete statements
Work for hire explanation
Job description and compensation details
Obtain I-9 Employee Verification Form (Form I-9)
Obtain W-4 (Form W-4)
Obtain Employee’s Social Security Number (and hold on record)
Send a welcome email to the new hire that includes:
Start date, time, and location
Dress code specifications
Information on parking and where to meet
A list of items to bring on day 1 (ID cards, direct deposit information, etc.)
Plan first assignments and expectations
Send new hire any relevant documents/forms necessary for Day 1
Plan employee onboarding schedule 30/60/90 day goals
Set up regular check-ins (weekly, monthly)
Prepare work area and supplies
Set up hardware, software subscriptions, email, etc. necessary for the job
Review employee handbook and obtain signed agreement (employee agrees and understands policies)
Introductory period agreement (probationary period agreements)
Review compensation & compensation agreement (individual employee pay is confidential)
Review bonus tiers, commissions, & hourly pay
Review payroll procedure & pay schedule
Review time off: family leave, sick days, & vacation time
Provide employee name tag
Provide branded scrubs
Provide orientation & training for all key areas in the job description. This should also include reception, phone skills, sales process, and sitting in on treatments
We hope this checklist provides much needed organization and guidance for your onboarding process as the practice owner (this list can also help your admin team!). Feel free to add any items you feel are necessary and will help personalize the items to your practice’s operations.
Don’t worry about hiring a new employee. That’s our job! As practice management consultants, we’ll help you recruit, hire and train a new staff member. We’ll take care of everything from the job description creation to the posting of the job description, phone screening and Skype interview (before an in-person interview) as well as the orientation and training process.
About Shorr Solutions: Shorr Solutions is an award-winning practice management consulting company with offices in South and Central Florida. We work with physicians and medical practices in all 50 states of the U.S. to help them strengthen the operational, financial, and administrative health of their business. Our father-daughter partners, Jay Shorr and Mara Shorr, lead our knowledgeable team of experts to help medical practices in the cosmetic and aesthetic fields save time, save money and grow their profits.
We help you focus on what you LOVE to do: practice medicine.