Employee Onboarding Checklist

Pre-Arrival Preparation (Before Day 1)

□ Send offer letter and receive signed acceptance
□ Conduct background check and reference verification
□ Send welcome email with first-day instructions
□ Prepare workspace and equipment
□ Order business cards and name plates
□ Create email account and system access
□ Add to organizational chart and directory
□ Schedule orientation meetings
□ Assign mentor or buddy
□ Prepare welcome package
□ Set up parking access or transit pass
□ Order necessary office supplies

First Day Essentials

□ Greet new employee at reception
□ Provide building tour and emergency exits
□ Issue security badge and access codes
□ Complete I-9 verification
□ Collect required documentation
□ Set up workstation and equipment
□ Provide IT equipment (laptop, phone, etc.)
□ Give office supplies and welcome kit
□ Introduce to immediate team members
□ Review work schedule and hours
□ Explain break and lunch procedures
□ Show restrooms and common areas

HR Documentation & Compliance

□ Review and sign employment agreement
□ Complete tax withholding forms (W-4)
□ Enroll in benefits programs
□ Set up direct deposit
□ Review employee handbook
□ Sign confidentiality agreements
□ Complete emergency contact forms
□ Review company policies
□ Sign equipment agreements
□ Acknowledge receipt of policies
□ Complete diversity and inclusion training
□ Register for required compliance training

Technology Setup

□ Provide computer login credentials
□ Set up email and calendar
□ Configure phone and voicemail
□ Grant software access and licenses
□ Set up VPN access if remote
□ Configure printer access
□ Provide password manager access
□ Join relevant Slack/Teams channels
□ Add to distribution lists
□ Set up two-factor authentication
□ Provide IT support contact information
□ Schedule IT training if needed

Role-Specific Training

□ Review job description in detail
□ Explain performance expectations
□ Set initial goals and objectives
□ Provide department overview
□ Review team structure and roles
□ Explain key processes and procedures
□ Introduce to key stakeholders
□ Review current projects
□ Assign initial tasks or projects
□ Schedule regular check-in meetings
□ Provide relevant documentation
□ Set up job-specific training

Company Culture & Values

□ Review mission, vision, and values
□ Explain company history and milestones
□ Discuss organizational culture
□ Review code of conduct
□ Explain communication norms
□ Introduce employee resource groups
□ Share success stories and achievements
□ Explain recognition programs
□ Review social events and activities
□ Discuss professional development opportunities
□ Share company newsletter/intranet
□ Explain feedback culture

First Week Activities

□ Complete new hire orientation program
□ Meet with direct manager daily
□ Schedule meetings with key colleagues
□ Begin role-specific training
□ Review and understand first assignments
□ Attend team meetings
□ Complete mandatory training modules
□ Set up LinkedIn and update profile
□ Review organizational resources
□ Submit any pending documentation
□ Provide feedback on onboarding experience
□ Schedule 30-day check-in

30-Day Milestones

□ Complete all required training
□ Understand core job responsibilities
□ Build relationships with team members
□ Contribute to first project or deliverable
□ Establish routine and workflow
□ Conduct 30-day review with manager
□ Set 90-day goals and expectations
□ Provide onboarding feedback
□ Confirm benefits enrollment
□ Address any concerns or questions
□ Review and adjust workspace needs
□ Begin regular 1-on-1 meetings