Onboarding activities (mandatory)

A detailed plan for your first six months in your role at HFIS

CHAPTER THREE

Onboarding activities (mandatory)

Day one: Morning

Activity	Organised by	Date complete	Signed off by
Welcome and equipment set up	People Services
The HUB – shown all relevant areas on our Company Intranet to find policies, procedures etc.	People Services
MYHF – complete all administrative tasks for your HR profile	People Services
IT Service Desk (GoToAssist) – shown how to log IT incidents	People Services
Broker Assess – shown the system in order to complete all induction topics within the allocated time	People Services
Skedda – shown how to book desk and car park spaces	People Services

Day one: Afternoon

Activity	Organised by	Date complete	Signed off by
Hamilton Fraser – who are we? Our culture, values, and expectations	People Services
GDPR and information security	People Services
Get me started video, wrap up and preparation for day two	People Services
16:00 – 16:30: Desk set up and computer sign in (run through of 8x8, Notion and emails)	Department Lead
16:30 – 17:00: Team meet – get to know us	Department Lead
17:00 – 17:30: Continue desk set up, sign in and Broker Assess/MYHF/admin	Department Lead

First week

Activity	Organised by	Date complete	Signed off by
Introduction to the team and overview of the team’s function in the company, including explanation of department’s role and responsibilities	Department lead
Issue induction plan and go through expectations	Department lead
Run through the department’s break time rota and what the team expectation is, including absence reporting	Department lead
Run through computer systems, files and, folders relevant to your role	Department lead
Overview of outlook, including department mailboxes and spell checker	Department lead
Overview of company branding and where to find relevant information for logos, letterheads, presentation templates	Department lead
Run through the company communication system - 8x8	Department lead
Shown how to use photocopiers and printers	Department lead

First three months

Activity	Organised by	Date complete	Signed off by
Two week check-in	People Services
Attend Eddie’s breakfast club	People Services
Attend lunchtime learning sessions	People Services
Complete all allocated Broker Assess induction topics	People Services
Complete the “I’m new here, get me started at HFIS” video pathway	People Services
Three month check-in	Department Lead
Attend role specific training	Department Lead

Months four to six

Activity	Organised by	Date complete	Signed off by
Continue to attend lunchtime learning sessions	People services
Complete all department specific broker assess	People Services
Six month check-in	Department Lead
Attend role specific training	Department Lead