Free New Hire Onboarding Evaluation Checklist Template

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Free New Hire Onboarding Evaluation Checklist Template

New Hire Onboarding Evaluation Checklist


1. Pre-Onboarding Preparation

Task

Completed (✓)

Offer letter and contract sent and signed.

Welcome email with first-day instructions sent.

Workspace, equipment, and access credentials are ready.

The onboarding schedule is shared with the new hire.


2. First-Day Activities

Task

Completed (✓)

Conducted office tours and team introductions.

New hires received ID badges and access credentials.

Orientation session covering company policies held.

Assigned a mentor or buddy for the onboarding period.


3. Training and Resources

Task

Completed (✓)

Job-specific training materials were provided.

Overview of tools and software used in the role.

Training schedule and timelines explained.

Access to online learning platforms is granted.


4. Role Expectations and Feedback

Task

Completed (✓)

Job responsibilities and key performance indicators clarified.

Regular check-ins are scheduled with the supervisor.

Encouraged open communication for questions.

Initial performance goals set and documented.


5. Cultural Integration

Task

Completed (✓)

Introduction to company mission, vision, and values.

Overview of workplace culture and team dynamics.

Participation in team meetings or events facilitated.

Provided resources on diversity and inclusion efforts.


6. Overall Onboarding Experience

Task

Completed (✓)

Satisfaction survey completed by the new hire.

Feedback from mentor/buddy reviewed.

Identified areas for improvement in onboarding.

New hires confirmed understanding of their role and responsibilities.


Evaluator Notes:
[Insert any observations or feedback about the onboarding process or the new hire’s adaptation to the role.]

Evaluator Name: [Your Name]
[Date Signed]


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