Employee Onboarding Checklist Template
Task Name Status Start Date Due Date Assigned To Flagged Description
NEW EMPLOYEE Not Started Not Flagged
RECRUITMENT
New Employee Not Started 11-05-2021 15-05-2021 Not Flagged Make arrangements with
Preparations colleagues and team members in
preparation of a new employee
arriving.
New Employee Not Started 29-05-2021 Not Flagged Create a list of all the paperwork
Paperwork you’ll need new employees to
complete and help them get it
done when they join.
Company Policies and Not Started 22-06-2021 27-06-2021 Not Flagged Outline company-wide policies,
Benefits HR guidelines, values, how to
work, benefits, events,
communication, etc. Discuss
anything critical they should
know about your company e.g.
formal policies, dress codes,
recurring meetings, and so on.
EQUIPMENT AND Not Started Not Flagged
SUPPLIES
Work Station / Area Not Started 29-05-2021 09-06-2021 Not Flagged Depending on your industry and
the new employee's role, human
resources may need to provide a
wide range of equipment and
supplies. You should adjust this
list as needed based on the
requirements of the role.
Technology / Access Not Started 06-06-2021 13-06-2021 Not Flagged Outline IT requirements to
arrange prior to your new
employee starting. These are
typical items required for
working in an office environment
and you should adjust this list as
needed based on the
requirements of the role.
EMPLOYEE ORIENTATION Not Started Not Flagged
First Day Action Plan Not Started 16-05-2021 18-05-2021 Flagged Detail the key items to cover
with HR, the reporting manager
and the new employee for the
first day.
Department Onboarding Not Started 19-06-2021 21-06-2021 Not Flagged Time with the reporting manager
on the first day will help the new
employee get a better
understanding of the role and
cover the tasks required for the
first week. Also, give new
employees a chance to meet
their new colleagues and
encourage them to meet the
team early on.
IT Onboarding Not Started 25-05-2021 Not Flagged Detail the key IT onboarding
tasks to guide the new employee
to ensure they have the tools
they need to perform their role.
Some of these may require
support from an IT contact. If the
role is not office based, you may
need to tailor the list to your
own requirements.
Training / Development Not Started 14-06-2021 16-06-2021 Flagged Schedule any training and
arrange for trainers, equipment,
and space as necessary.
Further Introductions Not Started 28-06-2021 30-06-2021 Not Flagged Most roles require collaboration
across teams, functions and also
with external stakeholders. It is
important that the new
employee has these
introductions to ensure they can
build their network and start to
contribute value in their role.
REVIEW MEETINGS Not Started Not Flagged Schedule regular reviews with
the new employee to ensure
expectations are being met and
they have the opportunity to
provide feedback and ask
questions.
Check-in / Review - First Not Started 25-05-2021 Not Flagged It is important to ensure that the
Week new recruit is heard and their
feedback on the onboarding
mechanism is noted, so a
suggestion to hold this as a
scheduled meeting at the end of
the first week (and regularly
throught their onboarding). This
not only makes the employee
feel like they have valid
contributions to make and
suggestions to add but also helps
in tweaking the process for the
next batch of recruits.
