Employee Checklist Template

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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

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