Onboarding Checklist

Onboarding Checklist

This onboarding checklist will provide a comprehensive guide for integrating new employees into their roles. It covers the essential steps from orientation to complete role assimilation within [YOUR COMPANY NAME].





Employee ID:




Start Date:


Carried Out By:


Preparation Before Day One:

  • Send a welcome email with essential information such as start date, time, location, dress code, and any pre-employment paperwork.

  • Prepare the new hire's workspace, including necessary equipment (computer, phone, etc.).

Welcome and Introduction:

  • Greet the new hire on the first day and introduce them to the team members and key personnel.

  • Provide an overview of the company's history, mission, values, and culture.

Paperwork and Documentation:

  • Complete necessary paperwork, including employment contracts, tax forms, and any other legal or compliance-related documents.

  • Review the employee handbook and company policies.

Orientation to the Workspace:

  • Give a tour of the office, highlighting key areas such as restrooms, breakrooms, and emergency exits.

  • Introduce the new hire to their workspace and explain office facilities and amenities.

Technology Setup:

  • Set up computer systems, email accounts, and any other necessary software.

  • Provide login credentials and passwords for relevant systems.

Company Culture and Values:

  • Communicate the company's mission, vision, and values.

  • Share any employee resource groups or social activities within the organization.

Benefits and HR Orientation:

  • Explain employee benefits, including health insurance, retirement plans, and other perks.

  • Provide an overview of the HR department and available resources.

Performance Expectations:

  • Discuss performance expectations, goals, and evaluation processes.

  • Establish regular check-ins and feedback sessions.

Networking Opportunities:

  • Encourage participation in team meetings, company events, and social activities.

  • Facilitate connections with mentors or buddy systems.

Follow-up and Feedback:

  • Schedule regular check-ins during the first few weeks to address any concerns or questions.

  • Gather feedback from the new hire about their onboarding experience.

Checklist Templates @ Template.net