New Employee Checklist

Great hires transform companies; bad hires destroy them. This New Employee Checklist builds systematic excellence into your talent acquisition, from job posting to first day. Cover legal requirements, evaluate consistently, and create experiences that attract top talent. Stop hoping for good hires and start engineering them.

Pre-Arrival Setup

□ Confirm start date and time
□ Send welcome email with details
□ Prepare workspace assignment
□ Order computer and equipment
□ Create building access credentials
□ Set up phone extension
□ Prepare employee handbook
□ Create name plate and business cards
□ Arrange parking or transit pass
□ Schedule first-week meetings
□ Assign onboarding buddy
□ Prepare welcome package

First Day Documentation

□ Verify identity documents
□ Complete I-9 Form
□ Process tax withholding forms
□ Enroll in health insurance
□ Set up retirement plan
□ Complete beneficiary forms
□ Sign confidentiality agreement
□ Review and sign policies
□ Complete emergency contacts
□ Process direct deposit
□ Issue employee ID
□ Take professional photo

Workspace & Equipment

□ Show assigned workspace
□ Provide desk supplies
□ Set up computer/laptop
□ Configure monitors
□ Provide keyboard and mouse
□ Set up desk phone
□ Adjust chair and desk
□ Provide filing supplies
□ Show supply storage
□ Explain equipment policies
□ Provide headset if needed
□ Set up printer access

System Access Setup

□ Create network login
□ Set up email account
□ Configure calendar
□ Grant file share access
□ Set up chat/messaging apps
□ Provide software licenses
□ Configure VPN if remote
□ Set up timesheet system
□ Grant database access
□ Configure phone system
□ Set up web applications
□ Enable security protocols

Orientation & Training

□ Conduct office tour
□ Explain emergency procedures
□ Review company mission/values
□ Introduce team members
□ Explain organization structure
□ Review job responsibilities
□ Set performance expectations
□ Schedule training sessions
□ Provide learning resources
□ Explain policies and procedures
□ Discuss company culture
□ Set development goals

Integration Activities

□ Schedule team lunch
□ Arrange department meetings
□ Set up mentor sessions
□ Plan shadow opportunities
□ Include in team meetings
□ Add to project teams
□ Introduce to stakeholders
□ Join relevant committees
□ Include in social events
□ Add to communication channels
□ Share team calendars
□ Connect with peers

First Week Milestones

□ Complete all paperwork
□ Finish IT setup
□ Attend orientation sessions
□ Meet all team members
□ Understand basic job duties
□ Know how to get help
□ Access all needed systems
□ Complete required training
□ Establish work routine
□ Set up workspace fully
□ Understand expectations
□ Schedule ongoing check-ins

How the New Employee Checklist works

Input role requirements, seniority level, and compliance needs. Define your hiring timeline and decision process. The AI generates a complete new employee checklist covering recruitment, screening, interviewing, selection, and pre-boarding. Include evaluation rubrics, compliance checkpoints, and candidate experience touchpoints.

Bad hires cost 30% of annual salary minimum. Most are preventable with systematic evaluation and proper process. This checklist ensures legal compliance while optimizing for quality and speed. It’s how top companies consistently win talent wars.

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