[Worksheet] Employee Onboarding Implementation Questionnaire

Category	Questions	Response
Volume	Number of workers by country (employees, contractors)	[Response]
	Number of hires per month (employees, contractors)	[Response]
	Number of terminations per month (employees, contractors)	[Response]
	Systems in use – HR, ATS	[Response]
Current Process	Briefly describe your current onboarding process.	[Response]
	When and what initiates the onboarding process (e.g., when an employee is hired in ATS or HRIS, a hiring manager submits a form, etc.)	[Response]
	List the system names involved in the process.	[Response]
	What’s working well and what would you like to change?	[Response]
People Involved	Who are all the participants in the onboarding process (e.g., HR, IT, Manager, Facilities, others)?	[Response]
	Who is the owner and who are “watchers”?	[Response]
	When and how do all the participants get involved in the process?	[Response]
	What’s working well and what would you like to change?	[Response]
Pre-boarding	What does your pre-boarding process look like? This could involve communication with the new hire before they join.	[Response]
	What happens within an application (e.g., HRIS) vs. what are you managing through emails, spreadsheets, or other processes?	[Response]
	Do you have a need to contact them for information such as laptop preference, shipping address, t-shirt size, etc? If yes, how do you do that today?	[Response]
	Do you have anyone to send virtual welcome cards or a video message? Are calendar invites sent out for the first week?	[Response]
Visibility	How do you get visibility into the status of a new hire’s onboarding? Provide a response from the perspective of HR, New Hire, Hiring Manager.	[Response]
Compliance	Are there any regulatory or compliance requirements (e.g., SOC compliance, required audit trails, approvals, etc.) for certain tasks?	[Response]
	What are typical process times for onboarding? For example, are most hires planned, or do you have the need for immediate hiring?	[Response]
Scenarios	What scenarios make onboarding in your organization unique and challenging? Do you run into any of these scenarios?	[Response]
Efficiency	Where do you spend most time?	[Response]
	What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.	[Response]
Other	What are other challenges you face with the onboarding process? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.	[Response]

Category

Questions

Response

Volume

Number of workers by country (employees, contractors)

[Response]

Number of hires per month (employees, contractors)

[Response]

Number of terminations per month (employees, contractors)

[Response]

Systems in use – HR, ATS

[Response]

Current Process

Briefly describe your current onboarding process.

[Response]

When and what initiates the onboarding process (e.g., when an employee is hired in ATS or HRIS, a hiring manager submits a form, etc.)

[Response]

List the system names involved in the process.

[Response]

What’s working well and what would you like to change?

[Response]

People Involved

Who are all the participants in the onboarding process (e.g., HR, IT, Manager, Facilities, others)?

[Response]

Who is the owner and who are “watchers”?

[Response]

When and how do all the participants get involved in the process?

[Response]

What’s working well and what would you like to change?

[Response]

Pre-boarding

What does your pre-boarding process look like? This could involve communication with the new hire before they join.

[Response]

What happens within an application (e.g., HRIS) vs. what are you managing through emails, spreadsheets, or other processes?

[Response]

Do you have a need to contact them for information such as laptop preference, shipping address, t-shirt size, etc? If yes, how do you do that today?

[Response]

Do you have anyone to send virtual welcome cards or a video message? Are calendar invites sent out for the first week?

[Response]

Visibility

How do you get visibility into the status of a new hire’s onboarding? Provide a response from the perspective of HR, New Hire, Hiring Manager.

[Response]

Compliance

Are there any regulatory or compliance requirements (e.g., SOC compliance, required audit trails, approvals, etc.) for certain tasks?

[Response]

What are typical process times for onboarding? For example, are most hires planned, or do you have the need for immediate hiring?

[Response]

Scenarios

What scenarios make onboarding in your organization unique and challenging? Do you run into any of these scenarios?

[Response]

Efficiency

Where do you spend most time?

[Response]

What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.

[Response]

Other

What are other challenges you face with the onboarding process? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.

[Response]

Category	Questions	Response
Current Process	Describe your current offboarding process.	[Response]
	When and what initiates the offboarding process (e.g., when an employee is terminated in HRIS, a hiring manager submits a form, etc.)	[Response]
	What’s working well and what would you like to change?	[Response]
People Involved	Who are all the participants in the offboarding process (e.g., HR, IT, Manager, Facilities, others)?	[Response]
	When and how do all the participants get involved in the process?	[Response]
	What’s working well and what would you like to change?	[Response]
Post-offboarding	What does your post-offboarding process look like? This could involve communication with the former employee after they leave.	[Response]
Visibility	How do you get visibility into the status of an employee’s offboarding? Provide a response from the perspective of HR, New Hire, Hiring Manager.	[Response]
Compliance	Are there any regulatory or compliance requirements (e.g., required audit trails, approvals, etc.) for certain tasks?	[Response]
	What are typical process times for offboarding? For example, are most terminations planned, or do you have the need for immediate terminations?	[Response]
Scenarios	What scenarios make offboarding in your organization unique and challenging? Do you run into any of these scenarios?	[Response]
Efficiency	Where do you spend most time?	[Response]
	What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT.	[Response]
Other	What are other challenges you face with the offboarding process? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT.	[Response]