Free Employee Onboarding Documents Checklist Template
Onboarding Checklist
|
Company Name |
Department |
Author |
Employee ID |
Manager |
Start Date |
Department |
|---|---|---|---|---|---|---|
|
[Your Company Name] |
Human Resources |
[Your Name] |
ER0123 |
[Your Name] |
June 26, 2050 |
Administrative |
The purpose of this Checklist is to ensure all the Onboarding Documents of the New Hire are accounted for.
Preparation:
-
Welcome Packet: Prepare a welcome packet containing essential onboarding documents, company policies, and a personalized welcome note.
-
Document Folder: Provide a dedicated document folder for easy organization and access to onboarding paperwork.
Document Collection:
|
Document |
Collection Date |
Status |
|---|---|---|
|
Employment Contract |
January 30, 2050 |
Completed |
|
Tax Forms (W-4, State Tax, etc.) |
January 30, 2050 |
Pending |
|
Direct Deposit Authorization |
January 30, 2050 |
Completed |
|
Emergency Contact Information |
January 30, 2050 |
Completed |
|
Confidentiality Agreement |
January 30, 2050 |
Pending |
Policy and Handbook Acknowledgment:
|
Document |
Acknowledgment Date |
Status |
|---|---|---|
|
Employee Handbook |
January 30, 2050 |
Completed |
|
Code of Conduct |
January 30, 2050 |
Pending |
Technology Access:
|
Document |
Access Setup Date |
Status |
|---|---|---|
|
Computer and Email Access |
January 30, 2050 |
Completed |
|
Software and Tools Training |
January 30, 2050 |
Pending |
|
Cybersecurity Guidelines |
January 30, 2050 |
Pending |
Benefits Enrollment:
|
Document |
Enrollment Date |
Status |
|---|---|---|
|
Health Insurance Forms |
January 30, 2050 |
Pending |
|
Retirement Plan Enrollment |
January 30, 2050 |
Pending |
This Employee Onboarding Documents Checklist ensures a systematic and organized approach to collecting essential paperwork, acknowledging policies, and facilitating technology access for a smooth onboarding process.
