Free New Hire Onboarding Evaluation Checklist

1. Pre-Onboarding Preparation
Task | Completed (✓) |
|---|---|
Offer letter and contract sent and signed. | |
Welcome email with first-day instructions sent. | |
Workspace, equipment, and access credentials are ready. | |
The onboarding schedule is shared with the new hire. |
2. First-Day Activities
Task | Completed (✓) |
|---|---|
Conducted office tours and team introductions. | |
New hires received ID badges and access credentials. | |
Orientation session covering company policies held. | |
Assigned a mentor or buddy for the onboarding period. |
3. Training and Resources
Task | Completed (✓) |
|---|---|
Job-specific training materials were provided. | |
Overview of tools and software used in the role. | |
Training schedule and timelines explained. | |
Access to online learning platforms is granted. |
4. Role Expectations and Feedback
Task | Completed (✓) |
|---|---|
Job responsibilities and key performance indicators clarified. | |
Regular check-ins are scheduled with the supervisor. | |
Encouraged open communication for questions. | |
Initial performance goals set and documented. |
5. Cultural Integration
Task | Completed (✓) |
|---|---|
Introduction to company mission, vision, and values. | |
Overview of workplace culture and team dynamics. | |
Participation in team meetings or events facilitated. | |
Provided resources on diversity and inclusion efforts. |
6. Overall Onboarding Experience
Task | Completed (✓) |
|---|---|
Satisfaction survey completed by the new hire. | |
Feedback from mentor/buddy reviewed. | |
Identified areas for improvement in onboarding. | |
New hires confirmed understanding of their role and responsibilities. |
Evaluator Notes:
[Insert any observations or feedback about the onboarding process or the new hire’s adaptation to the role.]
Evaluator Name: [Your Name]
[Date Signed]
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