Onboarding Checklist

Comprehensive Employee Onboarding Checklist

Welcome and Initial Setup

  • Send a welcome email with company overview and links to resources.

  • Set up workstation with necessary software and equipment.

  • Provide access to internal systems and tools (e.g., email, HR portal).

  • Schedule a virtual or in-person office tour.

  • Assign a mentor from the [New Employee Buddy Program**].

Task

Assigned To

Due Date

Status

Notes

Introduction to Team and Culture

  • Arrange meet-and-greet with team members and department leads.

  • Organize a welcome lunch with [**Team Name**].

  • Introduce the company culture and core values through a presentation.

  • Explain the [**Employee Engagement Programs**] available.

  • Review company policies and code of conduct.

Task

Assigned To

Due Date

Status

Notes

Training and Development

  • Register for mandatory compliance training sessions.

  • Schedule role-specific training with [**Department Head**].

  • Enroll in the [**Leadership Development Program**] if applicable.

  • Complete an online course on [**Product Knowledge**].

  • Review training materials posted in the learning management system.

Task

Assigned To

Due Date

Status

Notes

HR and Administrative Tasks

  • Complete all necessary employment forms and documentation.

  • Understand and enroll in the available benefits through [**Benefits Portal**].

  • Set up direct deposit information in the payroll system.

  • Upload identification documents for HR records.

  • Schedule a meeting with HR to discuss any concerns or questions.

Task

Assigned To

Due Date

Status

Notes

Feedback and Continuous Improvement

  • Complete the 30-day onboarding feedback form on [**Feedback Hub**].

  • Meet with the manager to discuss initial experiences and performance.

  • Participate in a focus group for recent hires to share insights.

  • Register for a personal development workshop at [**Learning Center**].

  • Engage in a peer review session for constructive feedback.

Task

Assigned To

Due Date

Status

Notes