New Employee Onboarding Checklist

Pre-Boarding Phase (After Offer Acceptance)

□ Send signed offer letter to HR
□ Initiate background screening process
□ Send new hire paperwork electronically
□ Share employee handbook digitally
□ Send IT equipment order form
□ Create employee profile in HRIS
□ Schedule first-day agenda
□ Send welcome package to home address
□ Share parking/commute information
□ Provide dress code guidelines
□ Send org chart and team bios
□ Schedule pre-start virtual meet and greet

Day 1: Welcome & Orientation

□ Reception greeting and welcome
□ Provide agenda for the day
□ Complete I-9 documentation
□ Take employee photo for ID/directory
□ Issue security credentials
□ Tour office facilities
□ Set up workspace
□ Introduce to immediate team
□ Lunch with manager or team
□ Review emergency procedures
□ Complete initial paperwork
□ Provide company swag

Administrative Setup

□ Process payroll information
□ Set up benefits enrollment
□ Configure time tracking system
□ Issue corporate credit card (if applicable)
□ Set up expense account
□ Provide employee ID number
□ Register for parking/transit benefits
□ Add to insurance policies
□ Update organizational records
□ File personnel documents
□ Create employee file
□ Set up performance management profile

Systems & Tools Access

□ Create Active Directory account
□ Set up computer and peripherals
□ Configure email and signatures
□ Install required software
□ Provide collaboration tool access
□ Set up calendar permissions
□ Configure mobile device
□ Provide shared drive access
□ Set up project management tools
□ Grant database permissions
□ Configure reporting tools
□ Establish backup procedures

Training & Development Plan

□ Enroll in orientation program
□ Schedule department overview
□ Assign training modules
□ Set up mentor meetings
□ Plan job shadowing sessions
□ Schedule product/service training
□ Register for skills workshops
□ Create learning timeline
□ Provide training resources
□ Set certification targets
□ Plan cross-functional meetings
□ Establish development goals

Integration & Socialization

□ Team introduction meeting
□ Department welcome lunch
□ Coffee with colleagues
□ Add to team chat channels
□ Include in social committees
□ Share team traditions
□ Explain informal norms
□ Introduce to other departments
□ Add to company directory with bio
□ Include in team events
□ Share internal resources
□ Connect with employee networks

Performance & Expectations

□ Review detailed job description
□ Set SMART goals for first 90 days
□ Explain performance review process
□ Clarify success metrics
□ Discuss career path options
□ Schedule regular 1-on-1s
□ Provide feedback mechanisms
□ Explain promotion criteria
□ Review compensation structure
□ Discuss professional development
□ Set expectations timeline
□ Create development plan

Follow-Up Schedule

□ End of Day 1 check-in
□ End of Week 1 review
□ Two-week evaluation
□ 30-day formal review
□ 60-day progress check
□ 90-day performance review
□ 6-month evaluation
□ Annual review scheduling
□ Ongoing feedback sessions
□ Career planning discussions
□ Training completion tracking
□ Satisfaction surveys