Employee lifecycle template (reference)
The employee lifecycle illustrates the entire stages of an employee from recruit to offboard.
The typical employee lifecycle breaks down into 5 stages: Recruit, Onboard, Develop, Retain and Offboard.
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RECRUIT
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ONBOARD
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DEVELOP
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RETAIN
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OFFBOARD
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EMPLOYEE BEHAVIORS
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•Apply CV
•Research about the company
•Interview
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•Welcomed by an HR
•Meet manager and team
•Join new employee orientation
•Learn policies, procedures, job duties
•Enroll benefits
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•Set personal goals
•Align with team goals
•Attend employee training
•Development plans
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•Promotion
•Employee coaching
•Internal transfers
•Give and receive feedback
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•Transition out of the job/ role/ company
•Get a new job
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EMPLOYEE QUESTIONS
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•Who is (Your Company)?
•Is it a good opportunity?
•Am I a fit?
•How can I pass the interview?
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•Who do I work with?
•What is the team culture
•What tools I need to do a good job?
•What’s my first task?
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•Did I do a good job?
•Did I achieve the KPI?
•What should I learn to exceed expectation?
•Am I fitting in?
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•How can I develop my career path?
•Am I being promoted?
•Am I being recognized?
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•Is this the best decision?
•Did I hand over all the tasks?
•How to keep in touch with teammates
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EMPLOYEE EMOTIONS
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•Excited about new opportunity
•Slightly nervous for the interview
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•Excited to meet the team
•Prepared for a new responsibility
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•Eager to learn new things
•Happy to achieve success
•Confident to deliver a task
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•Happy to achieve success
•Confident to deliver a task
•Proud of being a part of the company
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•Slightly sad to say goodbye to teammates
•Ready for a new challenge
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MANAGER TASKS
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•Screen CV
•Interview
•Assess candidate
•Offer
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•Welcome to the team
•Introduce about the job duties
•Build ramp plan
•Set expectation
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•Communicate team strategy and plan
•1-on-1 check ins
•Support if needed
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•Recognize employee
•Conduct performance review
•Move up a potential employee
•Give coaching
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•Ensure tasks are handed over
•Exit survey
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SUPPORTED TOOLS
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•HRM, Grove HR
•ATS
•LinkedIn
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•Intranet
•HRM, Grove HR
•Communication tools (Slack, Skype, email)
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•Intranet
•Employee engagement tool, Grove HR
•Communication tools (Slack, Skype, email)
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•Intranet
•Performance management tool, Grove HR
•Recognition tool
•NPS survey
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•Intranet
•HRM, Grove HR
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Manager Check-ins
Send new hire:
☐A welcome email including confirmations about:
⁃Time/date to start
⁃Where to go on day 1
⁃What meetings are planned for day 1
⁃Dress code, if necessary
⁃Assistance with commuting/parking
☐[list activity]
☐[list activity]
Prepare for a new hire:
☐Working station
☐Working materials
☐Onboarding plan or 30/60/90 days plan
☐System access and initial training
☐Lunch and welcome activities
☐Regular/monthly check-ins
☐[list activity]
☐[list activity]
☐[list activity]
Meet with your new hire
☐Provide an overview of the first week:
⁃First week highlights
⁃Set expectations
☐Introduce new hire to the team
☐Review company practices:
⁃Company structure
⁃Employee handbook
Ensure the employee has access to tools
☐Intranet, doors, codes, locks
☐Employee ID badges
☐[list activity]
Check-in with new hire
☐How are they doing?
☐Do they have any questions about the job?
☐Are they having any difficulties?
☐How much do they know about the product/service?
☐What’s unique to your business?
☐[list question]
Ensure new hire is set up for success
☐Ensure your teammates connect with new hire
☐Provide a list of company projects, programs, and events
☐[list task]
Check-in with new hire
☐How are they performing at work?
☐What can you do to assist them?
☐Anything they want to learn more?
☐[list question]
☐[list question]
Discuss performance management
☐Discuss your approach to feedback
☐Review performance criteria
☐Finalize individual goals and team goals
☐[list activity]
