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. This checklist provides a step-by-step guide to help managers and HR teams coordinate tasks, from the pre-arrival stage to the completion of the onboarding period.

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

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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.

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