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Onboarding checklist template

An onboarding checklist is a useful tool for ensuring that new employees are properly introduced to their new workplace and have everything they need to start their job. Here is a template for an onboarding checklist:


Pre-Start:

  • Send welcome email to the new employee

  • Provide a copy of the employment contract and other relevant documents

  • Ensure that the new employee has completed all pre-employment paperwork, such as tax forms and benefits enrollment

  • Order necessary equipment and software (computer, phone, etc.)

  • Reserve office or workspace, if applicable


First Day:

  • Greet the new employee and give them a tour of the workplace

  • Introduce the new employee to their colleagues and key personnel

  • Review the employee handbook and company policies

  • Provide access to necessary software and systems

  • Set up the new employee's email and other accounts

  • Review the employee's job duties and responsibilities

  • Schedule any necessary training or meetings

  • Provide an overview of the company's mission, values, and culture


First Week:

  • Review and clarify the employee's goals and performance expectations

  • Set up a regular check-in schedule

  • Introduce the employee to their department and team

  • Review any ongoing projects or tasks

  • Provide an overview of the company's products or services

  • Schedule a meeting with HR to discuss benefits and other HR-related matters


First Month:

  • Set up a meeting with the employee's manager to review performance and goals

  • Provide additional training or resources as necessary

  • Schedule a team-building activity or social event

  • Provide additional feedback and support as needed

  • Review any feedback from the employee and make necessary adjustments to the onboarding process

  • The onboarding checklist should be tailored to the specific needs of the company and the new employee. It is important to keep the new employee's progress and feedback in mind and adjust the onboarding process as necessary.




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