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First impressions are important. Our parents and guardians have cemented this idea into our heads since we were children. When we meet someone new, it's important to be presentable, smile, have a firm handshake (but not too hard), and overall leave the person you just met with a good feeling. 

This concept is true, not only when meeting new people, but when you meet new companies. If you go to an interview, you dress nicely, make sure you are on time, and prepare adequately for the questions that may come. 

The company also needs to make a good first impression for people when they join. This is usually part of the hiring process called onboarding. So how can companies ensure they give a consistent and positive onboarding experience? Well, one way could be with checklists.

Onboarding checklist templates

If your HR team is already using Jira and/or Confluence to manage their onboarding process, Didit Checklists is a great fit to start honing and improving that process. You can choose to install our app for Jira, our app for Confluence, or both. If you are able to use both, the checklists from both systems will stay in sync.

Once you have the apps installed, navigate to the Didit hub at the top of Jira or Confluence to create or add your onboarding checklist. From here, you have a few options.

The first option is to create a new checklist from scratch and add your own tasks. If you already have a streamlined onboarding process, it might make sense to do this. If you have the checklist in another document, it's quite easy to bulk copy and paste the content into a new checklist.

The second option is to create an onboarding checklist from our checklist generator which uses AI to assist you in coming up with tasks and headings. In our "Add Templates" page, if you choose "Human Resources", you will see a predefined onboarding checklist which you can use.

Finally, if you have your onboarding steps already defined in a Confluence page, you can use the Didit for Confluence app to generate a checklist from the page content.

No matter the option you choose, you can still edit your checklist once you are finished, so don't worry about making mistakes or fielding more feedback for changes later. 

Customized onboarding checklists

Now that you have a template for your onboarding process, you can decide whether this is sufficient for all newcomers or if you need different versions for different departments.

A great aspect about Didit Checklists is that the templates are fully customizable. You could take the template that you created in our first part and edit it directly in a Jira issue to make it suit your newcomer.

In this sense, you can use the template you created above as a baseline and make edits depending on who you are onboarding. If you are going to use those edits more than once, it makes sense to add it as a template.

If you are workin in HR in a larger organization, it could make sense to copy the template you created above and create new templates with different tasks depending on the department. To copy a template, navigate to the Didit hub, hover over the template you would like to copy, click the ellipses menu, and select "Copy template."

You could have an onboarding checklist for finance, IT, HR, legal, software, etc. 

All in all, it's important to remember that Didit checklists are not stringent. They do not require you to follow the same process over and over again. You can customize each of your onboarding checklists to be slightly different for each hire, if you want.