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.

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