Onboarding Checklist Template
Onboarding Checklist for New Employees
Employee Information
- Name: ______________________________
- Position/Title: __________________________
- Department: __________________________
- Manager/Supervisor: ____________________
- Start Date: //________
Pre-Arrival (1-2 Weeks Before Start Date)
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Send Welcome Email
- Include start date, arrival time, office location, dress code, and first-day agenda.
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Prepare Workstation
- Desk, chair, phone, and necessary office supplies.
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Set Up IT Accounts and Access
- Email account, network login, software licenses, and access to necessary systems.
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Order Equipment
- Computer/laptop, monitor, mobile device (if applicable).
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Prepare Orientation Packet
- Employee handbook, company policies, organizational chart.
First Day
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Welcome Meeting with Manager
- Discuss job responsibilities and expectations.
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Office Tour
- Introduce to team members, show key facilities (restrooms, kitchen, emergency exits).
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HR Orientation
- Complete necessary paperwork (tax forms, direct deposit, benefits enrollment).
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Review Company Policies
- Discuss code of conduct, attendance, confidentiality agreements.
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Set Up Workspace
- Ensure all equipment is functioning properly.
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Assign a Buddy or Mentor
- Introduce to a colleague who can assist with integration.
First Week
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Schedule Meetings with Key Team Members
- Set up introductions with department heads and collaborators.
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Begin Initial Training
- Provide training on systems, tools, and processes relevant to the role.
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Set Performance Goals
- Discuss initial objectives and expectations with the manager.
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Review Ongoing Projects
- Brief on current projects and how the new hire will contribute.
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Explain Communication Channels
- Email protocols, meeting schedules, team communication tools (e.g., Slack, Teams).
First Month
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Regular Check-Ins with Manager
- Weekly meetings to discuss progress and address questions.
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Complete Mandatory Training
- Compliance courses, safety training, industry-specific certifications.
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Feedback Opportunity
- Encourage the new hire to share feedback on the onboarding process.
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Introduce Company Culture Activities
- Participate in team events, social gatherings, or company-wide meetings.
First Quarter
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Performance Evaluation
- Formal review to assess initial performance and fit.
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Adjust Development Plan
- Update goals and training needs based on initial experiences.
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Expand Responsibilities
- Gradually introduce more complex tasks and projects.
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Integration into Long-Term Projects
- Assign to ongoing projects with significant impact.
Additional Notes
- Emergency Contacts Collected: [ ] Yes [ ] No
- Confidentiality Agreements Signed: [ ] Yes [ ] No
- Benefits Enrollment Completed: [ ] Yes [ ] No (Deadline: //________)
Signatures
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Employee Signature: _________________________ Date: //________
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Manager/Supervisor Signature: ________________ Date: //________
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HR Representative Signature: __________________ Date: //________
Reminders
- Ensure all onboarding tasks are completed within the specified timelines.
- Maintain open communication to support the new employee's adjustment.
- Document any issues or delays and address them promptly.