The Onboarding SOP
A new colleague’s first day and first weeks: expected by name, a buddy assigned, the hotel walked, the uniform ready, and a conversation at day 7 and day 30.
- Who
- Department head, buddy and HR, for every new colleague
- When
- From the signed offer to day 30, then to the end of probation
- You need
- Welcome letter, locker, uniform and badge, the role’s SOP list, a buddy
- Time to train
- 45 minutes for department heads and buddies, with a first-morning welcome and a day 7 conversation role-played
What this SOP achieves
A new colleague is welcomed the way a returning guest is: expected by name, with everything ready and someone waiting at the door. In the first thirty days they learn the hotel, the team and the first SOPs of their role, and they hear twice, at day 7 and day 30, how they are doing and what will help. Probation, contracts and documents follow the hotel’s HR policy and local law; this SOP sets how the first weeks are run.
Measured by
- Buddy named and told before the offer is accepted, or within 24 hours of it
- Welcome letter sent 3 days before day 1, with the time, the entrance and who will meet them
- Locker, uniform in the right size and name badge ready before day 1
- Met at the staff entrance at the time given, by name, by the department head or the buddy
- The hotel walked on day 1, back and front of house, with every fire exit and the assembly point shown
- The role’s first SOPs listed on day 1 and trained within the first 14 days, The Presence SOP first
- Day 7 and day 30 conversations held on the date set, in private, and written the same day
- Probation review held as the hotel’s HR policy and local law set out, with the expected date given on day 1
- Health and safety training, general and specific to the role, completed before the first shift that needs it, as the law sets out, and recorded apart from the SOPs
The procedure
32 steps in 6 phases, in the order they happen.
Phase 1 Before arrival
- 01
When the offer is accepted, the department head names a buddy from the same team and shift: an experienced colleague who knows the role and agrees to the task.
- 02
Speak to the buddy in person, with the reason and the help they will have: one shorter task a day for the first week, and thanks at the day 30 conversation.
“Marco, Sara joins us on Tuesday at the desk. Would you be her buddy for the first month? I will keep your afternoons lighter that week. Thank you.”
- 03
Ask HR to complete, before day 1, everything the law requires before work starts: the signed contract with any probation clause, the hiring notice to the authorities, the written terms of employment, the privacy notice and, where the role requires it, the pre-employment medical check. Day 1 then starts with people, not forms.
- 04
Three days before day 1, send the welcome letter: the date and time, the staff entrance, who will meet them, what to bring, the first week’s rota and the buddy’s name.
- 05
Two days before, check that the locker is assigned, the uniform is in their size and pressed, the name badge is spelt as they write their name, and the staff card or key is active.
- 06
Tell the team at the line-up the day before, with the new colleague’s name, role and the buddy, so that nobody meets them as a stranger, as The Line-Up SOP sets out.
Phase 2 Day 1: the welcome
- 07
Be at the staff entrance five minutes before the time in the letter. Greet them by name, introduce the buddy and say what the next hour holds.
“Welcome, Sara. This is Marco, who will be with you this week. Your locker is ready, and we will have a coffee together next Tuesday at 11:00.”
- 08
Accompany them to the locker and the changing room, give them the uniform and the badge, and leave them ten minutes to change in private.
- 09
Give them the first-week sheet: the rota, the buddy’s name and number, the day 7 and day 30 dates, the expected probation review date and the SOPs of their role.
- 10
Check with HR that the contract, including any probation clause, was signed before this first shift. Hand over the remaining documents HR has prepared, and explain each one in a sentence.
Phase 3 Day 1: the hotel walked
- 11
Walk the whole hotel with them in the first two hours: the entrance and the lobby, a guest room, each outlet, the staff canteen, the stores and the offices they will use.
- 12
Show every fire exit on their floor, the nearest fire alarm point and the assembly point, and the way to raise the alarm. Name the fire wardens and first aiders on their shift. On safety, the words are courteous and leave no doubt.
“Sara, please remember this door: if the alarm sounds, it is your way out, and we meet in the garden by the gate.”
- 13
Introduce them by name to the head of each department you pass, the general manager when present, and the colleagues of their own shift.
- 14
Show the guest areas as a guest sees them, and name what the hotel is known for: the view from the terrace, the breakfast, the welcome at the door.
- 15
End the walk with lunch in the staff canteen with the buddy, then the first line-up of their shift.
Phase 4 The first shifts and the first SOPs
- 16
Train The Presence SOP on day 1 or day 2, before the new colleague speaks to a guest alone: uniform, greeting first, the guest’s name, an alternative to every no.
- 17
At the first line-up, the lead introduces them to the team by name; they watch the role-play on day 1 and take part from day 2, as The Line-Up SOP sets out.
- 18
The shift lead stands beside them for their first five guests of each shift in the first week, then steps back where they can still see them, as The Floor Coaching SOP sets out.
- 19
Where the role hands over a desk or a section, the new colleague joins the handover with the buddy from the first shift, as The Shift Handover SOP sets out.
- 20
Train the remaining SOPs on the role’s list one at a time, within the first 14 days: read together, shown by the buddy, practised once, then done on the floor. Mark one as trained only when done in front of the trainer, with the date on the first-week sheet.
- 21
Before a new colleague handles food or drink, they hold the food hygiene training the law requires. Before they use any protective equipment, they receive it, are shown how to use it, and sign for it.
- 22
At the end of each of the first three shifts, the buddy asks one question and answers it, in two minutes, before the colleague goes home.
“Thank you for today, Sara. Was there a moment you would like to go through before tomorrow?”
Phase 5 The day 7 conversation
- 23
Hold it on the date written on the first-week sheet, in private, sitting down, for 20 minutes, with a coffee, away from the desk and the floor.
- 24
Ask before you share, and listen to the answer in full. Ask about the welcome, the team and the training, in that order.
“Thank you for this first week, Sara. What has helped you most, and what would you have liked to know sooner?”
- 25
Share two things you have seen done well, each named as a moment with a guest, and one thing to practise in the next three weeks.
- 26
Fix anything that was not ready within 24 hours: a uniform size, a locker, a shift pattern, a missing training session. Tell them when it will be done.
- 27
Close with the next date and what will happen before it.
“So the welcome at the desk is yours to practise. I will watch for it this week, and we will sit down again on the 28th at 11:00. Thank you, Sara.”
Phase 6 Day 30 and probation
- 28
Before day 30, ask the buddy and the shift leads for one example each of the new colleague at their best, and one thing still to build.
- 29
Hold the day 30 conversation in private, for 30 minutes: what they have learnt, the SOPs trained and still to train, the goal from day 7, and how they see the role now.
- 30
Agree one goal for the rest of probation, written in one sentence as something a guest could see, and the date of the probation review.
“By the review on 20 January, every arrival hears their name before the room details. May I write it like that?”
- 31
Thank the buddy in person and in front of the team at the next line-up, naming one thing they did for the new colleague.
- 32
Hold the probation review on the date set, with HR where the policy requires it, and confirm the outcome in writing as the hotel’s HR policy and local law set out.
What to record
Before arrival
- Name, role, department and start date
- Buddy’s name, and the date they agreed
- Welcome letter sent: date
- Locker number, uniform size, badge and staff card ready
The first fourteen days
- Hotel walk done: date and by whom
- Fire exits and assembly point shown: yes or no
- Each SOP on the role’s list, with the date trained on the floor
- Documents signed and returned to HR
- Health and safety and food hygiene training: dates, recorded apart from the SOPs
- Protective equipment handed over and signed for
The conversations
- Day 7: date, two strengths, one thing to practise
- What was not ready, and when it was fixed
- Day 30: date, the goal agreed for probation
- Probation review date, and outcome filed by HR
What could happen
- The buddy is absent on day 1
- The department head meets the new colleague and names a second buddy from the same shift that morning, with the same introduction.
- The uniform does not fit
- A spare from the outlet’s stock for the day, the right size ordered the same morning, with a date given to the colleague.
- The new colleague starts on a night or weekend shift
- Day 1 is moved to a day shift for the welcome and the hotel walk. The first night shift follows, with the buddy on the same shift. Night work starts only after the health check the law requires.
- A colleague transfers from another hotel of the group
- The same welcome, buddy and hotel walk. Training covers what is different here: the building, the team, the local SOPs and the emergency plan.
- A seasonal or agency colleague joins for a short period
- The welcome, the walk, the fire exits and The Presence SOP on day 1, and a short conversation at the end of the first week. Health and safety training applies to them too; HR checks any training they already hold. Probation follows their contract.
- The day 7 conversation shows the role is not what was expected
- Listen in full and agree one change to try for the next week. Bring the department head and HR in before day 30, as the hotel’s HR policy sets out.
Common mistakes
- Leaving the new colleague waiting at the staff entrance while someone finds out who is meant to meet them. The first message they receive about the hotel is that nobody expected them.
- Spending the first morning on forms. The colleague learns the contract before the building, and the team meets them at lunch as a stranger.
- Naming a buddy on the morning of day 1. The buddy has a full section, and the new colleague spends the shift apologising for asking questions.
- Sending them to the floor before The Presence SOP is trained. The first guests meet someone who does not yet know how the hotel greets.
- Marking an SOP as trained after it has been read. The first time it is done in front of a guest is the first time it is done at all.
- Moving the day 7 conversation because the week is busy. What could have been fixed in a day becomes the reason they leave in the second month.
Check your team
After training (45 minutes for department heads and buddies, with a first-morning welcome and a day 7 conversation role-played), each person answers these without the sheet.
- When is the buddy named, and what do you say to them?
- What does the welcome letter contain, and when is it sent?
- Which places and which safety points are shown on the hotel walk?
- Which SOP is trained first, and when is an SOP marked as trained?
- How does the day 7 conversation open, and how does it close?
- What is agreed at day 30, and who sets the rules for probation?
The First Thirty Days
A new colleague’s first month on one card: what is ready, what happens and the line that goes with it.
Give a copy to the department head and the buddy when the offer is accepted. Tick each row as it is done; HR checks the card at the probation review.
One procedure per department.
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