Free Employee Checklist Layout

Optimize your team's efficiency with Template.net's Employee Checklist, a customizable and editable resource in our Ai Editor Tool. This checklist ensures a comprehensive approach to employee management, from onboarding to daily tasks, enhancing productivity and organization within your workforce. Tailor it to fit your company's unique needs seamlessly. Download now.

Task	Owner	Due Date	Notes
Offer letter sent and signed	HR	[Date]	[Details or Comments]
Background check completed	HR	[Date]	[Details or Comments]
IT equipment prepared (laptop, etc.)	IT Team	[Date]	[Details or Comments]
Workspace assigned	Facilities	[Date]	[Details or Comments]

Activity	Owner	Start Time	Notes
Welcome meeting with the manager	Manager	[Time]	[Details or Comments]
Team introductions	Manager	[Time]	[Details or Comments]
Office tour	HR or Buddy	[Time]	[Details or Comments]
Initial setup (email, passwords)	IT Support	[Time]	[Details or Comments]

Training Module	Trainer/Lead	Deadline	Notes
Company policies and procedures	HR Trainer	[Date]	[Details or Comments]
Role-specific training	Manager or Peer	[Date]	[Details or Comments]
Software tools training	IT Trainer	[Date]	[Details or Comments]

Goal/Task	Owner	Review Date	Notes
30-day performance check-in	Manager	[Date]	[Details or Comments]
60-day training review	Manager	[Date]	[Details or Comments]
Quarterly performance goals	Employee/Manager	[Date]	[Details or Comments]

Task	Owner	Due Date	Notes
Exit interview	HR	[Date]	[Details or Comments]
Return of company equipment	IT Team	[Date]	[Details or Comments]
Final paycheck and benefits info	Payroll	[Date]	[Details or Comments

Free Employee Checklist Layout

[Purpose: Onboarding / Training / Offboarding / Performance Review]

Section 1: Pre-Onboarding Tasks

Section 2: First Day Orientation

Section 3: Training and Development

Section 4: Ongoing Goals and Follow-Up

Section 5: Offboarding (if applicable)

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