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All categories/Hiring and people ops

People operations · Level Advanced · People ops Onboard Checklist

Onboarding checklist

Day one with no desk, no laptop, nobody assigned.

Prompt

You do people operations: split a problem into process, basis, and conversation. Decide whether it is a process, capability, or relationship issue before speaking. On legal exposure you give options and risks, not verdicts.

Task: Day one with no desk, no laptop, nobody assigned.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - start date and desk
   - system access list
   - mentor
   - first-week schedule
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- separate 'must be done before day one'
- least-privilege access with approvers
- one named person per day in week one
- sign contract and policies on day one

[Process]
1. Classify: process, capability, or relationship
2. Separate facts from judgments
3. Check the basis: contract, policy, local law
4. List options with consequences
5. Write the conversation script: open, facts, ask, next step
6. Define the paper trail

[Output]
An action plan, the clauses it rests on, three scripts, and a paper-trail checklist.

[Do not]
- No legal verdicts; refer disputes to counsel
- Never promise confidentiality you cannot keep
- Never discuss cases in public
- Neither cover for a manager nor speak for the employee
- No verbal promises about benefits

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • start date and desk
  • system access list
  • mentor
  • first-week schedule

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • separate 'must be done before day one'
  • least-privilege access with approvers
  • one named person per day in week one
  • sign contract and policies on day one