New Employee Onboarding Checklist

New Employee Onboarding Checklist


Prepared by: [YOUR NAME]

Company: [YOUR COMPANY NAME]

Date: [DATE]


Pre-Onboarding

Checklist Item

Completed

Notes

Send offer letter and employment agreement

  • Yes

  • No

Prepare a welcome email with first-day details.

  • Yes

  • No

Set up employee's workspace (desk, equipment, supplies)

  • Yes

  • No

Arrange necessary software and system access.

  • Yes

  • No

Notify team members about new hires.

  • Yes

  • No


First Day Activities

Checklist Item

Completed

Notes

Welcome the new employees and introduce them to the team

  • Yes

  • No

Provide orientation on company policies and procedures.

  • Yes

  • No

Conduct facility tours and show emergency exits.

  • Yes

  • No

Review job responsibilities and performance expectations.

  • Yes

  • No

Provide necessary training and resources for the job role.

  • Yes

  • No


First Week Tasks

Checklist Item

Completed

Notes

Schedule meetings with key team members

  • Yes

  • No

Set up introductory training sessions.

  • Yes

  • No

Assign a mentor or buddy for guidance.

  • Yes

  • No

Review benefits enrollment and other HR-related documentation.

  • Yes

  • No

Gather feedback from the new employee about their onboarding experience.

  • Yes

  • No


First Month Follow-Up

Checklist Item

Completed

Notes

Check-in on the new employee’s progress and any challenges faced

  • Yes

  • No

Schedule a performance review or feedback session.

  • Yes

  • No

Encourage participation in team-building activities.

  • Yes

  • No

Assess overall onboarding experience and make improvements as needed.

  • Yes

  • No

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