Employee Onboarding Checklist

At [Your Company Name], a smooth onboarding process is essential for ensuring that new hires feel welcome and have the resources they need to succeed.

I. Pre-Arrival

  • Offer letter and employment contract signed

  • New hire forms completed (tax forms, direct deposit, etc.)

  • Equipment ordered (laptop, phone, etc.)

  • Workspace assigned and prepared

  • Access to systems set up (email, software, etc.)

  • Welcome email sent

II. First Day

  • Office tour and team introductions

  • Review company policies and procedures

  • Provide employee handbook

  • Set up workstation and equipment

  • Orientation on office security and safety

  • Schedule meetings with key team members

III. First Week

  • Review job responsibilities and expectations

  • Introduction to department structure and goals

  • Set up email and internal communication tools

  • Initial training on essential systems and tools

  • Assign a mentor or buddy

  • Schedule a check-in with HR

IV. First Month

  • Begin role-specific training and development

  • Review initial work projects or tasks

  • Set performance goals for the first quarter

  • Discuss company culture and values

  • Provide feedback on onboarding experience

  • Schedule a 30-day check-in with manager

V. First Three Months

  • Review progress on assigned projects and goals

  • Additional role-specific training (if necessary)

  • Performance evaluation and feedback

  • Discuss long-term development and career path

  • Confirm completion of mandatory training

  • Schedule 90-day check-in with manager and HR

VI. End of Onboarding Period (6 Months)

  • Final performance evaluation for onboarding

  • Review overall onboarding experience and feedback

  • Discuss next steps in development plan

  • Confirm completion of all onboarding tasks

Notes

  • Customize this checklist to suit the specific role or department.

  • Ensure that all team members involved are aware of their responsibilities during the onboarding process.

  • Regularly review and update the checklist to align with changes in company policies or procedures.

  • [Your Name], or another designated mentor, should be available to assist the new hire during their onboarding journey.