Free Onboarding Employee Checklist Template
Onboarding Employee Checklist
Employee Name: Lawrence Orn
Position: Software Engineer
Start Date: November 17, 2050
Manager/Supervisor: [Your Name]
Before Start Date
Offer Letter Sent & Signed
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The offer letter was signed and returned
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Start date confirmed
New Hire Paperwork Completed
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Employment contract
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Tax forms (W-4)
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I-9 Employment Eligibility Verification
IT Setup
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Email account created
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Computer/laptop assigned
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Software access (list necessary tools: e.g., Slack, Google Workspace)
Workstation Prepared
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Desk/office assigned
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Necessary office supplies (keyboard, mouse, etc.)
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Phone/extension setup (if needed)
Welcome Email to Team
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Introduction email sent to the team
First Day
Orientation
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Meet with HR for an orientation session
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Review employee handbook and policies
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Review benefits package
Office Tour
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Introduction to coworkers
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Tour of facilities (restrooms, kitchen, etc.)
Technology Setup
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Computer login & system check
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Email account activated
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Software and tools installed (e.g., communication platforms, CRM)
Company Overview
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Meet with supervisor for company introduction
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Review company mission, vision, values
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Overview of key teams/departments
First Week
Job Training
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Role-specific training
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Overview of job expectations and goals
Meetings
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Schedule regular check-ins with the supervisor
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Attend team meetings
Compliance Training
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Complete required compliance or safety training
Mentorship/Buddy System
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Assigned a mentor/buddy
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Meet with mentor regularly for guidance
First Month
Performance Check-In
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Meet with supervisor for feedback
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Set performance goals for the next quarter
Team Integration
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Attend team-building activities (if applicable)
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Engage in cross-department collaborations
Feedback Session
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Provide input on onboarding experience to HR
Ongoing
Follow-Up Training
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Additional training as needed
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Regularly scheduled check-ins with the supervisor
Career Development
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Discuss potential growth and development opportunities
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Explore internal training programs or courses
