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]