◎ TEAM & ROLES

A first-week onboarding checklist for new teammates

A 5-day plan that turns a freshly invited teammate into a productive panel user.

Updated:

A new teammate is not productive on day one. With a planned first week, reading reviews, writing replies and using filters become natural habits. Without a plan, the panel turns into a one-time click.

Habits formed in week one persist for months. Unplanned onboarding pushes the panel to the background in the team’s mental map.

5-day plan

  • Day 1: account, role and mobile browser test.
  • Day 2: reading reviews and filters.
  • Day 3: writing replies, using AI drafts.
  • Day 4: tagging and assignment flow.
  • Day 5: weekly meeting attendance and ownership.

Mentorship

Assign a mentor for the first week. Even five minutes a day from a mentor accelerates learning by answering questions on the spot.

Measurement

Replies written, filters used and assignments handled in the first week are small but useful signals. The aim is not performance evaluation but confirming the habit took hold.

Kontrol listesi / Checklist

  • Account and role are correct.
  • Mobile and desktop tested.
  • At least three replies practiced.
  • Mentor checked in daily.
  • First weekly meeting attended.

SSS / FAQ

Should I shorten this for part-time staff?

No, but you can spread daily steps across weeks. The order matters more than the speed.

Where should the onboarding doc live?

In your company wiki. Share a personal link and confirm the new hire opened it during week one.

Did this not solve it?

Write to our support team — we reply within 2 hours. Our median reply time is 12 minutes.

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