Employee Onboarding Checklist Template
First impressions last forever – especially with new hires. This Employee Onboarding Checklist Template transforms chaotic first weeks into structured success paths that create engaged, productive team members. From paperwork to culture integration, build onboarding that reduces turnover, accelerates productivity, and actually makes people excited to work for you. It’s the difference between orientation and transformation.
Company Information Section
□ Company name: ________________
□ Department: ________________
□ Position title: ________________
□ Employee name: ________________
□ Start date: ________________
□ Manager name: ________________
□ HR contact: ________________
□ Buddy/Mentor: ________________
Pre-Arrival Tasks (Due: _________)
□ Send welcome email
□ Mail welcome package
□ Prepare workspace
□ Order equipment
□ Create accounts
□ Schedule meetings
□ Prepare materials
□ Notify team
□ Assigned to: ________________
□ Completed: ________________
First Day Schedule
□ 8:00 AM – Arrival and welcome
□ 8:30 AM – HR paperwork
□ 9:30 AM – Office tour
□ 10:00 AM – IT setup
□ 11:00 AM – Manager meeting
□ 12:00 PM – Team lunch
□ 1:30 PM – Benefits overview
□ 2:30 PM – Role overview
□ 3:30 PM – System training
□ 4:30 PM – Day 1 wrap-up
□ Notes: ________________
Required Documentation
□ I-9 verification □ Date: _______
□ W-4 form □ Date: _______
□ State tax forms □ Date: _______
□ Direct deposit □ Date: _______
□ Emergency contacts □ Date: _______
□ Benefits enrollment □ Date: _______
□ Policy acknowledgments □ Date: _______
□ Confidentiality agreement □ Date: _______
□ Handbook receipt □ Date: _______
□ Photo ID copy □ Date: _______
□ Professional licenses □ Date: _______
□ Other: ________________
Equipment & Access
□ Computer/Laptop □ Asset #: _______
□ Monitor(s) □ Asset #: _______
□ Phone □ Extension: _______
□ Mobile device □ Number: _______
□ Desk/Chair □ Location: _______
□ Keys/Access card □ #: _______
□ Parking pass □ #: _______
□ Name plate □ Ordered: _______
□ Business cards □ Ordered: _______
□ Office supplies □ Provided: _______
□ Other: ________________
System Access Checklist
□ Network login □ Username: _______
□ Email account □ Address: _______
□ Calendar access □ Setup: _______
□ Shared drives □ Permissions: _______
□ Database access □ Level: _______
□ Software licenses □ Assigned: _______
□ VPN access □ Configured: _______
□ Intranet access □ Granted: _______
□ Time tracking □ Login: _______
□ Other systems: ________________
Training Schedule
Week 1:
□ Company orientation □ Date: _______
□ Department overview □ Date: _______
□ Job training □ Date: _______
□ System training □ Date: _______
Week 2:
□ Product training □ Date: _______
□ Process training □ Date: _______
□ Compliance training □ Date: _______
□ Skills training □ Date: _______
Week 3-4:
□ Advanced training □ Date: _______
□ Shadowing □ Date: _______
□ Project assignment □ Date: _______
□ Additional: ________________
Milestone Reviews
□ End of Day 1 □ Date: _______
□ End of Week 1 □ Date: _______
□ 30-day review □ Date: _______
□ 60-day check-in □ Date: _______
□ 90-day review □ Date: _______
□ 6-month review □ Date: _______
□ Annual review □ Date: _______
□ Notes: ________________
Completion Confirmation
□ All tasks completed
□ Employee integrated successfully
□ Feedback collected
□ Documentation filed
□ Manager signature: ________________
□ HR signature: ________________
□ Employee signature: ________________
□ Date completed: ________________
How the Employee Onboarding Checklist Template works
Start with role type, seniority level, and remote/hybrid/onsite status. Input your company size and industry requirements. The AI creates a time-phased employee onboarding checklist template covering pre-arrival, first day, first week, and first 90 days. Each phase includes tasks, responsible parties, and success metrics. Customize for departments, track completion, and gather feedback for continuous improvement.
Great employees quit bad onboarding. The cost of replacing someone is 50-200% of their salary, but most companies wing the critical first impression. This checklist ensures every hire gets the tools, knowledge, and confidence to succeed. It’s how top companies turn new hires into advocates before lunch on day one.
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