Free Employee Checklist Layout Template
Employee Checklist Layout
[Purpose: Onboarding / Training / Offboarding / Performance Review]
Employee Name: [Insert Name]
Position: [Insert Position]
Start Date: [Insert Start Date]
Supervisor: [Your Name]
Department: [Insert Department Name]
Section 1: Pre-Onboarding Tasks
|
Task |
Owner |
Due Date |
Completed (Y/N) |
Notes |
|---|---|---|---|---|
|
Offer letter sent and signed |
HR |
[Date] |
|
[Details or Comments] |
|
Background check completed |
HR |
[Date] |
|
[Details or Comments] |
|
IT equipment prepared (laptop, etc.) |
IT Team |
[Date] |
|
[Details or Comments] |
|
Workspace assigned |
Facilities |
[Date] |
|
[Details or Comments] |
Section 2: First Day Orientation
|
Activity |
Owner |
Start Time |
Completed (Y/N) |
Notes |
|---|---|---|---|---|
|
Welcome meeting with the manager |
Manager |
[Time] |
|
[Details or Comments] |
|
Team introductions |
Manager |
[Time] |
|
[Details or Comments] |
|
Office tour |
HR or Buddy |
[Time] |
|
[Details or Comments] |
|
Initial setup (email, passwords) |
IT Support |
[Time] |
|
[Details or Comments] |
Section 3: Training and Development
|
Training Module |
Trainer/Lead |
Deadline |
Completed (Y/N) |
Notes |
|---|---|---|---|---|
|
Company policies and procedures |
HR Trainer |
[Date] |
|
[Details or Comments] |
|
Role-specific training |
Manager or Peer |
[Date] |
|
[Details or Comments] |
|
Software tools training |
IT Trainer |
[Date] |
|
[Details or Comments] |
Section 4: Ongoing Goals and Follow-Up
|
Goal/Task |
Owner |
Review Date |
Status |
Notes |
|---|---|---|---|---|
|
30-day performance check-in |
Manager |
[Date] |
|
[Details or Comments] |
|
60-day training review |
Manager |
[Date] |
|
[Details or Comments] |
|
Quarterly performance goals |
Employee/Manager |
[Date] |
|
[Details or Comments] |
Section 5: Offboarding (if applicable)
|
Task |
Owner |
Due Date |
Completed (Y/N) |
Notes |
|---|---|---|---|---|
|
Exit interview |
HR |
[Date] |
|
[Details or Comments] |
|
Return of company equipment |
IT Team |
[Date] |
|
[Details or Comments] |
|
Final paycheck and benefits info |
Payroll |
[Date] |
|
[Details or Comments |
