Onboarding Checklist
Comprehensive Employee Onboarding Checklist
Welcome and Initial Setup
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Send a welcome email with company overview and links to resources.
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Set up workstation with necessary software and equipment.
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Provide access to internal systems and tools (e.g., email, HR portal).
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Schedule a virtual or in-person office tour.
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Assign a mentor from the [New Employee Buddy Program**].
Task |
Assigned To |
Due Date |
Status |
Notes |
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Introduction to Team and Culture
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Arrange meet-and-greet with team members and department leads.
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Organize a welcome lunch with [**Team Name**].
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Introduce the company culture and core values through a presentation.
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Explain the [**Employee Engagement Programs**] available.
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Review company policies and code of conduct.
Task |
Assigned To |
Due Date |
Status |
Notes |
---|---|---|---|---|
Training and Development
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Register for mandatory compliance training sessions.
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Schedule role-specific training with [**Department Head**].
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Enroll in the [**Leadership Development Program**] if applicable.
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Complete an online course on [**Product Knowledge**].
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Review training materials posted in the learning management system.
Task |
Assigned To |
Due Date |
Status |
Notes |
---|---|---|---|---|
HR and Administrative Tasks
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Complete all necessary employment forms and documentation.
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Understand and enroll in the available benefits through [**Benefits Portal**].
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Set up direct deposit information in the payroll system.
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Upload identification documents for HR records.
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Schedule a meeting with HR to discuss any concerns or questions.
Task |
Assigned To |
Due Date |
Status |
Notes |
---|---|---|---|---|
Feedback and Continuous Improvement
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Complete the 30-day onboarding feedback form on [**Feedback Hub**].
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Meet with the manager to discuss initial experiences and performance.
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Participate in a focus group for recent hires to share insights.
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Register for a personal development workshop at [**Learning Center**].
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Engage in a peer review session for constructive feedback.
Task |
Assigned To |
Due Date |
Status |
Notes |
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