Onboarding documents checklist
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<Company Name>
<Company Address>
India.
Onboarding documents checklist Company Logo
Onboarding documents checklist
Document Summary
Document Reference ID <Company Short Name>-DC-022
Version Number 1.0
Document Type Onboarding documents checklist
Author
Reviewed By
Approved By
Release Date
Revision History
Version Date Author Significant Changes Source
1.0 NA
No part of this documentation may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying or recording, for any purpose without express written
permission of the HR Head of <Company Name>.
© 2021, <Company Name>. All Rights Reserved
Doc Ref.ID :<Company Short Name>-DC-022 Version No : 1.0
For Internal Use only
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
Send out a company-wide email announcing the new hire, with their name and position
Announce their start date, and which office they will be working from
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 all necessary equipment
Create their accounts in the HR system
Create accounts, email, and other needed accounts for the new employee (prepare a full list of all services)
Order security cards and keys
Prepare a welcome package and place it on the workstation if possible
Prepare HR related documents
First day checklist
Be sure to greet the new employee at the door
Introduce the new employee to their colleagues and department
Show the new employee their workstation
Organize a work tour. Hit the essentials: entrances, restrooms, kitchen, common room
Introduce the new employee’s onboarding buddy
Ensure that they can log in to their station and all equipment is working properly
Provide access to the learning environment, if you have one
Provide all essential information, including guides, and rules
Check that all credentials and accesses work
Arrange a meeting with an employee supervisor
Set up a welcome lunch with the new employee and their team
If possible, have a one-to-one meeting at the end of the day
Document Verification
10th Marks Card
12th Marks Card
Degree Marks Card
Post Graduate Marks Cards
Any Certifications
Relieving Letter
Aadhar Card
PAN Card
Any other Specific Document as per company requirement
First week checklist
Organise a welcome coffee if possible
Provide access and inform them where to find company policies
Check that the employee has had meetings with the department head, and all key people to their role
Check short term goals have been set
Check that all equipment and software needs are met
Instruct the new employee about security and fire measures
Plan additional training if needed
Organize and invite the new employee to participate in team-building activities
Set a one-to-one meeting at the end of the week
Add a new employee to the birthdays’ list to not miss it
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
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