sample of onbaoarding checklist template
Sure, here is a basic sample of an onboarding checklist template:
Employee Onboarding Checklist
Employee Name: [Insert Employee Name] Start Date: [Insert Start Date] Department: [Insert
Department] Supervisor: [Insert Supervisor Name]
Before the Start Date:
☐ Send welcome email to new employee with important information, such as start date, time, and
location of onboarding.
☐ Prepare and send out new employee paperwork, including employment contract, confidentiality
agreement, and any other necessary forms.
☐ Order and set up necessary equipment, such as computer, phone, and office supplies.
☐ Set up email, network access, and other necessary IT accounts for the new employee.
☐ Prepare employee's work station, including desk, chair, and other necessary items.
☐ Create a schedule for the employee's first week, including orientation sessions, training, and
introductions to team members.
☐ Coordinate with HR to ensure that all required documents, such as I-9 form, W-4 form, and other
tax and employment-related forms, are completed and submitted on or before the start date.
First Day:
☐ Welcome the new employee on their first day and provide a brief orientation to the workplace,
including facilities, amenities, and emergency procedures.
☐ Provide the new employee with an overview of the company's mission, vision, values, and culture.
☐ Review and complete any remaining paperwork, such as benefits enrollment forms, emergency
contact information, and company policies.
☐ Provide the new employee with a detailed overview of their job responsibilities, including any
training materials or resources.
☐ Introduce the new employee to their team members, colleagues, and other key personnel.
☐ Schedule any necessary training sessions or on-the-job training to help the new employee get up
to speed with their job responsibilities.
First Week:
☐ Provide the new employee with a detailed overview of the company's policies, procedures, and
expectations.
☐ Provide the new employee with information about the company's benefits, compensation, and
other employee programs.
☐ Assign a mentor or buddy to help the new employee acclimate to the workplace and answer any
questions.
☐ Provide the new employee with access to any necessary systems, tools, or resources they will need
to perform their job duties.
☐ Schedule meetings with key personnel and departments to help the new employee understand
the company's structure, processes, and operations.
☐ Review the new employee's progress, address any questions or concerns, and provide feedback on
their performance.
First Month and Beyond:
☐ Continue to provide ongoing support and guidance to the new employee as they settle into their
role.
☐ Schedule regular check-ins with the new employee to ensure they are adjusting well and have the
resources they need.
☐ Provide opportunities for the new employee to participate in training, development, and team-
building activities.
☐ Conduct a formal performance review with the new employee after their first 90 days to provide
feedback and set goals for the future.
☐ Monitor the new employee's progress, provide feedback and recognition for their achievements,
and address any concerns or issues that may arise.
Note that this is just a basic template and you may need to modify or add more items to fit the
needs of your organization's specific onboarding process. It's important to tailor the checklist to the
unique requirements of your organization and the job role of the new employee.
