HR & recruitmentFirst-week checklist

Turn the welcome session into a first-week checklist

Help a new colleague act on the practical details covered in onboarding.

See how it’s done.

Example walkthrough
ai.meetric.comFirst-week checklist
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Read narration
  1. Open Conversations

    A welcome session contains more instructions than a new colleague can easily remember. Open Conversations to turn it into a practical first-week checklist.

  2. Choose the shared welcome session

    Choose the welcome session shared with the colleague. It covers equipment, a manager check-in and introductions. Ask about this context to recover the tasks.

  3. Ask for your first-week tasks

    Ask for the tasks, contacts and timing that were actually discussed. Submit the question with unconfirmed arrangements left open.

  4. Make the check-in concrete

    The checklist gives the manager check-in a length and a time frame: thirty minutes at the end of week one. Open the source to check that instruction.

  5. Open the welcome session

    The welcome session explains what to arrange and when. Read the transcript to confirm the check-in timing.

  6. Check the timing that was agreed

    Maya says to book half an hour at the end of the first week. The actual date still depends on the colleague’s start. Return to your draft.

  7. Start the week with a usable checklist

    Request the equipment, book the manager check-in and confirm introductions once the start date is set. The welcome conversation is now a checklist the colleague can work through.

Read the walkthrough

Illustrative product walkthrough using example conversations.

  1. A welcome session contains more instructions than a new colleague can easily remember. Open Conversations to turn it into a practical first-week checklist.
  2. Choose the welcome session shared with the colleague. It covers equipment, a manager check-in and introductions. Ask about this context to recover the tasks.
  3. Ask for the tasks, contacts and timing that were actually discussed. Submit the question with unconfirmed arrangements left open.
  4. The checklist gives the manager check-in a length and a time frame: thirty minutes at the end of week one. Open the source to check that instruction.
  5. The welcome session explains what to arrange and when. Read the transcript to confirm the check-in timing.
  6. Maya says to book half an hour at the end of the first week. The actual date still depends on the colleague’s start. Return to your draft.
  7. Request the equipment, book the manager check-in and confirm introductions once the start date is set. The welcome conversation is now a checklist the colleague can work through.

When to use it

A new colleague has just had a welcome session with a lot of information to remember.

Start with

  • The shared welcome session

How to do it

  1. Open the welcome session shared with the new colleague.

  2. Generate a checklist from the tasks and contacts discussed.

  3. Review the list with the manager and confirm any missing arrangements.

Ask Meetric

Create my first-week checklist from this welcome session. Include equipment, access, introductions and check-ins, with owners and dates only where stated.

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Try it with your team’s conversations.

See the sources, the output and the steps that make this useful for your team.