Onboarding Checklist Templates

What Is A New Hire Onboarding Checklist?

A new hire onboarding checklist is an essential tool for the HR team in making sure that they are able to cover all the necessary steps to prepare new employees for onboarding as well as guiding them in the process of employee onboarding — becoming a contributing member of a successful team. In addition, an onboarding checklist also aims to determine the most qualified employees by conducting training, medical exams, new employee orientation, and any other details included in the onboarding process. 

How To Make An Effective Onboarding Checklist?

Since the onboarding checklist enlists all the necessary details to ensure you hired the right employees, then make sure you know how to make an effective onboarding checklist to free you from regrets. Here are a few steps and inclusions for you to take into consideration.

1. Make It Official 

When making an onboarding checklist, make sure you were able to include job requisition forms. This includes a medical examination result, school credentials (e.g. diploma, transcript of record, etc.), government credentials (e.g. social security number government ID, etc.), and employee certificate (if applicable). This way, you are making the employment process legal because of the documents gathered and making sure it's official. 

2. Confirm Employment 

Since an applicant submitted his/her resume, then obviously you will use the contact information he provided to stay in touch. Upon doing so, you inform them whether they're qualified or not. After which process, you will then message or call the qualified applicant for confirmation by asking his/her name. Then, inform them about the schedule of training or the deadline for submitting the requirements. The reason why you'll ask the name again though is to verify the accuracy of the details provided in the resume. 

3. Review Their Job Description

Once the confirmation is done, it's time to review the job description they are applying for. Then, email a copy to the new employee and make sure it covers his roles, his responsibilities aside form the job position he applied for, and how was he qualified for the job. This way, you are able to make that the employee has a clear and comprehensive overview of his job description. 

4. Prepare Their Working Environment 

After everything has been managed accordingly, it's time to clean up their working or training area. Make sure you're able to provide them a comfortable working environment. This includes ensuring their working materials, securing IT company equipment like computers, laptops, phones, etc. Also, part of the preparation for their working environment is to determine or ask them what would their ideal working environment be, so that there will be a clear expectation upon making the checklist. 

5. Create An Effective Onboarding Checklist 

As mentioned, an onboarding checklist aims to identify who would be the best new hire on board and to determine which department do they belong. Then an onboarding checklist should cover all the important onboarding processes; from the protocol to the know-hows. The most important inclusions to provide in your checklist are details about their orientation, training, etc. and never forget to create a weekly/monthly training calendar as well.