Job Checklist

Onboarding and Task Management Checklist

This comprehensive checklist ensures a complete and effective onboarding process for new hires, preparing them for their roles and responsibilities. Use this to guide each new staff member through their introductory period at your company.

Pre-Onboarding

  • Prepare an introductory welcome pack with company information, employee handbook, etc.

  • Set up workspace and necessary equipment

First Day Onboarding

  • Provide company orientation and go through the welcome pack

  • Introduce to teammates and immediate supervisor

Job Role Introduction

  • Explain job role and responsibilities in detail

  • Assign first tasks and ensure understanding of the task completion process

On-going Onboarding

  • Schedule regular performance reviews to track progress and areas for improvement

  • Collect feedback on the onboarding process to refine future experiences

Task Management

  • Provide access to necessary project management tools

  • Train on using task management tools effectively

Checklist Templates @ Template.Net