The welcome email checklist
Warmly welcome them to the team
Include the starting date, time and location
Provide the phone number and email of their contact person
Provide a list of the documents they should bring
Include schedule breakdown of their first day
Explain the dress code, if there is one
Attach your company informational documents
Send an email to your new employee
Pre-onboarding checklist
Employment contract, NDA, tax forms, benefits information
Send a welcome email to your new employee
If possible, inform coworkers of the time and place for a meet-and-greet
Make sure that the head of their department is prepared for the new arrival
Define where the new employee’s workstation will be
Order and set up computer, software, and office supplies
Create email and necessary accounts in HR and IT systems
Order security cards, keys, and necessary equipment
Provide remote access setup instructions and IT support contact details.
Email team about the new hire’s name, position, start date, and location
Schedule a meet-and-greet session
Include branded materials (e.g., mug, t-shirt, notebook)
HR-related documents
First day checklist
Personal welcome by HR, office tour, and introduction to team members
Organize a welcome coffee if possible
Ensure IT setup and access to necessary systems
Organize an onboarding meeting to go through your INTRA
Ensure new employees are introduced to your LMS and understand its importance
Conduct orientation session on company culture, mission, values, policies, and safety procedures
Assign a peer mentor and/or substance tutor for initial support and guidance
Ensure all equipment is working properly
Provide access to the digital learning environment if available
Organize a lunch with the new employee and their team
One-on-one (virtual) meeting to address initial questions and concerns
First week checklist
Introduce new hires to mandatory studies learning path.
Discuss short-term and long-term goals with the supervisor
Hold feedback meetings to address concerns and progress
Organize and invite the new employee to participate in team-building activities
Provide access to company policies and necessary resources
First month checklist
Create and send a first month onboarding survey
Set a meeting with the department head about the employee’s progress
Set a one-to-one meeting with the employee at the end of the month
Check the employee’s feelings about the job
Invite the new employee to participate in activities for team members
Plan and schedule a three month and six month survey for the employee
Provide access to additional training resources on your current LMS
Share relevant learning materials and opportunities for continuous learning
Status Person 1 Person 2 Person 3 Person 4
In Progress
Complete
On Hold
Alert
N/A
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
The welcome email checklist
Warmly welcome them to the team
Include the starting date, time and location
Provide the phone number and email of their contact person
Provide a list of the documents they should bring
Include schedule breakdown of their first day
Explain the dress code, if there is one
Attach your company informational documents
Send an email to your new employee
Pre-onboarding checklist
Employment contract, NDA, tax forms, benefits information
Send a welcome email to your new employee
If possible, inform coworkers of the time and place for a meet-and-greet
Make sure that the head of their department is prepared for the new arrival
Define where the new employee’s workstation will be
Order and set up computer, software, and office supplies
Create email and necessary accounts in HR and IT systems
Order security cards, keys, and necessary equipment
Provide remote access setup instructions and IT support contact details.
Email team about the new hire’s name, position, start date, and location
Schedule a meet-and-greet session
Include branded materials (e.g., mug, t-shirt, notebook)
HR-related documents
First day checklist
Personal welcome by HR, office tour, and introduction to team members
Organize a welcome coffee if possible
Ensure IT setup and access to necessary systems
Organize an onboarding meeting to go through your INTRA
Ensure new employees are introduced to your LMS and understand its importance
Conduct orientation session on company culture, mission, values, policies, and safety procedures
Assign a peer mentor and/or substance tutor for initial support and guidance
Ensure all equipment is working properly
Provide access to the digital learning environment if available
Organize a lunch with the new employee and their team
One-on-one (virtual) meeting to address initial questions and concerns
First week checklist
Introduce new hires to mandatory studies learning path.
Discuss short-term and long-term goals with the supervisor
Hold feedback meetings to address concerns and progress
Organize and invite the new employee to participate in team-building activities
Provide access to company policies and necessary resources
First month checklist
Create and send a first month onboarding survey
Set a meeting with the department head about the employee’s progress
Set a one-to-one meeting with the employee at the end of the month
Check the employee’s feelings about the job
Invite the new employee to participate in activities for team members
Plan and schedule a three month and six month survey for the employee
Provide access to additional training resources on your current LMS
Share relevant learning materials and opportunities for continuous learning
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
Status Person 1 Person 2 Person 3 Person 4
The welcome email checklist
Warmly welcome them to the team
Include the starting date, time and location
Provide the phone number and email of their contact person
Provide a list of the documents they should bring
Include schedule breakdown of their first day
Explain the dress code, if there is one
Attach your company informational documents
Send an email to your new employee
Pre-onboarding checklist
Employment contract, NDA, tax forms, benefits information
Send a welcome email to your new employee
If possible, inform coworkers of the time and place for a meet-and-greet
Make sure that the head of their department is prepared for the new arrival
Define where the new employee’s workstation will be
Order and set up computer, software, and office supplies
Create email and necessary accounts in HR and IT systems
Order security cards, keys, and necessary equipment
Provide remote access setup instructions and IT support contact details.
Email team about the new hire’s name, position, start date, and location
Schedule a meet-and-greet session
Include branded materials (e.g., mug, t-shirt, notebook)
HR-related documents
First day checklist
Personal welcome by HR, office tour, and introduction to team members
Organize a welcome coffee if possible
Ensure IT setup and access to necessary systems
Organize an onboarding meeting to go through your INTRA
Ensure new employees are introduced to your LMS and understand its importance
Conduct orientation session on company culture, mission, values, policies, and safety procedures
Assign a peer mentor and/or substance tutor for initial support and guidance
Ensure all equipment is working properly
Provide access to the digital learning environment if available
Organize a lunch with the new employee and their team
One-on-one (virtual) meeting to address initial questions and concerns
First week checklist
Introduce new hires to mandatory studies learning path.
Discuss short-term and long-term goals with the supervisor
Hold feedback meetings to address concerns and progress
Organize and invite the new employee to participate in team-building activities
Provide access to company policies and necessary resources
First month checklist
Create and send a first month onboarding survey
Set a meeting with the department head about the employee’s progress
Set a one-to-one meeting with the employee at the end of the month
Check the employee’s feelings about the job
Invite the new employee to participate in activities for team members
Plan and schedule a three month and six month survey for the employee
Provide access to additional training resources on your current LMS
Share relevant learning materials and opportunities for continuous learning
Status Notes
In Progress
Complete
On Hold
Alert
N/A
Status Notes
Status Notes
Status Notes
Status Notes
The welcome email checklist
Warmly welcome them to the team
Include the starting date, time and location
Provide the phone number and email of their contact person
Provide a list of the documents they should bring
Include schedule breakdown of their first day
Explain the dress code, if there is one
Attach your company informational documents
Send an email to your new employee
Pre-onboarding checklist
Employment contract, NDA, tax forms, benefits information
Send a welcome email to your new employee
If possible, inform coworkers of the time and place for a meet-and-greet
Make sure that the head of their department is prepared for the new arrival
Define where the new employee’s workstation will be
Order and set up computer, software, and office supplies
Create email and necessary accounts in HR and IT systems
Order security cards, keys, and necessary equipment
Provide remote access setup instructions and IT support contact details.
Email team about the new hire’s name, position, start date, and location
Schedule a meet-and-greet session
Include branded materials (e.g., mug, t-shirt, notebook)
HR-related documents
First day checklist
Personal welcome by HR, office tour, and introduction to team members
Organize a welcome coffee if possible
Ensure IT setup and access to necessary systems
Organize an onboarding meeting to go through your INTRA
Ensure new employees are introduced to your LMS and understand its importance
Conduct orientation session on company culture, mission, values, policies, and safety procedures
Assign a peer mentor and/or substance tutor for initial support and guidance
Ensure all equipment is working properly
Provide access to the digital learning environment if available
Organize a lunch with the new employee and their team
One-on-one (virtual) meeting to address initial questions and concerns
First week checklist
Introduce new hires to mandatory studies learning path.
Discuss short-term and long-term goals with the supervisor
Hold feedback meetings to address concerns and progress
Organize and invite the new employee to participate in team-building activities
Provide access to company policies and necessary resources
First month checklist
Create and send a first month onboarding survey
Set a meeting with the department head about the employee’s progress
Set a one-to-one meeting with the employee at the end of the month
Check the employee’s feelings about the job
Invite the new employee to participate in activities for team members
Plan and schedule a three month and six month survey for the employee
Provide access to additional training resources on your current LMS
Share relevant learning materials and opportunities for continuous learning
Status Notes
Status Notes
Status Notes
Status Notes
Status Notes
