New Hire Onboarding Checklist Template
Smooth onboarding creates lasting relationships. This New Hire Onboarding Checklist Template transforms confusing starts into confident beginnings that set everyone up for success. Whether people, systems, or services, build the repeatable process that scales excellence. Stop reinventing onboarding and start perfecting it.
Employee Information
□ Full name: _______________
□ Preferred name: _______________
□ Start date: _______________
□ Position: _______________
□ Department: _______________
□ Manager: _______________
□ Location: _______________
□ Employment type: _______________
□ Salary/Wage: _______________
□ Employee ID: _______________
Pre-Arrival Checklist (Complete by: _______)
□ Send offer letter □ Sent: _______
□ Background check □ Complete: _______
□ Reference checks □ Complete: _______
□ Send welcome email □ Sent: _______
□ Order equipment □ Ordered: _______
□ Set up workspace □ Ready: _______
□ Create accounts □ Created: _______
□ Schedule orientation □ Date: _______
□ Assign buddy □ Name: _______
□ Prepare materials □ Ready: _______
First Day Tasks
□ Time: _____ – Reception greeting
□ Time: _____ – HR paperwork
□ Time: _____ – Office tour
□ Time: _____ – IT setup
□ Time: _____ – Manager meeting
□ Time: _____ – Team lunch
□ Time: _____ – Workspace setup
□ Time: _____ – Initial training
□ Time: _____ – End of day check-in
Required Forms (Due: _______)
□ I-9 Form □ Complete: _______
□ W-4 Form □ Complete: _______
□ State tax forms □ Complete: _______
□ Direct deposit □ Complete: _______
□ Benefits enrollment □ Complete: _______
□ Emergency contacts □ Complete: _______
□ Handbook acknowledgment □ Signed: _______
□ Confidentiality agreement □ Signed: _______
□ Policy acknowledgments □ Signed: _______
Equipment Checklist
□ Computer □ Serial #: _______
□ Monitor □ Serial #: _______
□ Phone □ Extension: _______
□ Mobile device □ Number: _______
□ Access badge □ ID #: _______
□ Keys □ Issued: _______
□ Parking pass □ #: _______
□ Other: _______________
System Access
□ Network login □ Username: _______
□ Email □ Address: _______
□ Calendar □ Access granted: _______
□ Intranet □ Access granted: _______
□ Shared drives □ Permissions set: _______
□ Software □ Licenses assigned: _______
□ Databases □ Access level: _______
□ Other systems: _______________
Training Schedule
Week 1:
□ Date: _____ – Company orientation
□ Date: _____ – Department overview
□ Date: _____ – Role training
□ Date: _____ – System training
Week 2:
□ Date: _____ – Product training
□ Date: _____ – Process training
□ Date: _____ – Compliance training
Week 3-4:
□ Date: _____ – Advanced training
□ Date: _____ – Shadowing
□ Date: _____ – Independent work
Key Meetings
□ Date: _____ – HR orientation
□ Date: _____ – Manager 1-on-1
□ Date: _____ – Team meeting
□ Date: _____ – Stakeholder intros
□ Date: _____ – Department meeting
□ Date: _____ – Mentor meeting
Milestones & Reviews
□ End of Day 1 □ Date: _____ □ Complete: _____
□ End of Week 1 □ Date: _____ □ Complete: _____
□ 30-day review □ Date: _____ □ Complete: _____
□ 60-day check □ Date: _____ □ Complete: _____
□ 90-day review □ Date: _____ □ Complete: _____
□ 6-month review □ Date: _____ □ Complete: _____
Notes & Comments
Completion Sign-off
□ Employee signature: _______________ Date: _____
□ Manager signature: _______________ Date: _____
□ HR signature: _______________ Date: _____
How the New Hire Onboarding Checklist Template works
Define what you’re onboarding and success criteria. Input timeline and resource constraints. The AI generates a phased new hire onboarding checklist template with clear milestones and validation points. Track progress, identify bottlenecks, and continuously improve. Export templates for consistency.
Poor onboarding compounds into massive problems. Early confusion becomes lasting frustration, missing steps create future failures, and bad experiences spread faster than good ones. This checklist ensures systematic success from the start. It’s how professionals build scalable excellence.
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