Free Onboarding Employee Checklist

Employee Name: Lawrence Orn
Position: Software Engineer
Start Date: November 17, 2050
Manager/Supervisor: [Your Name]

Before Start Date

Offer Letter Sent & Signed

• The offer letter was signed and returned

• Start date confirmed

New Hire Paperwork Completed

• Employment contract

• Tax forms (W-4)

• I-9 Employment Eligibility Verification

IT Setup

• Email account created

• Computer/laptop assigned

• Software access (list necessary tools: e.g., Slack, Google Workspace)

Workstation Prepared

• Desk/office assigned

• Necessary office supplies (keyboard, mouse, etc.)

• Phone/extension setup (if needed)

Welcome Email to Team

• Introduction email sent to the team

First Day

Orientation

• Meet with HR for an orientation session

• Review employee handbook and policies

• Review benefits package

Office Tour

• Introduction to coworkers

• Tour of facilities (restrooms, kitchen, etc.)

Technology Setup

• Computer login & system check

• Email account activated

• Software and tools installed (e.g., communication platforms, CRM)

Company Overview

• Meet with supervisor for company introduction

• Review company mission, vision, values

• Overview of key teams/departments

First Week

Job Training

• Role-specific training

• Overview of job expectations and goals

Meetings

• Schedule regular check-ins with the supervisor

• Attend team meetings

Compliance Training

• Complete required compliance or safety training

Mentorship/Buddy System

• Assigned a mentor/buddy

• Meet with mentor regularly for guidance

First Month

Performance Check-In

• Meet with supervisor for feedback

• Set performance goals for the next quarter

Team Integration

• Attend team-building activities (if applicable)

• Engage in cross-department collaborations

Feedback Session

• Provide input on onboarding experience to HR

Ongoing

Follow-Up Training

• Additional training as needed

• Regularly scheduled check-ins with the supervisor

Career Development

• Discuss potential growth and development opportunities

• Explore internal training programs or courses

Checklist Templates @ Template.net