Staff Onboarding Checklist

Pre-Arrival Coordination

□ Confirm start date with new staff
□ Send welcome package
□ Mail/email necessary forms
□ Coordinate with IT for equipment
□ Arrange workspace setup
□ Order business cards
□ Schedule orientation sessions
□ Assign buddy/mentor
□ Inform team of arrival
□ Prepare first-day agenda
□ Set up building access
□ Plan welcome activities

First Day Essentials

□ Welcome and introduction
□ Provide facility tour
□ Issue ID badge and keys
□ Complete employment forms
□ Set up workstation
□ Provide equipment
□ Introduce to team
□ Review emergency procedures
□ Explain office logistics
□ Provide supplies
□ Give orientation materials
□ Schedule lunch with team

Documentation Processing

□ Verify identification documents
□ Complete tax forms
□ Process benefits enrollment
□ Set up payroll
□ Sign employment contract
□ Complete confidentiality agreements
□ Emergency contact information
□ Medical information/allergies
□ Professional licenses/certifications
□ Background check completion
□ Reference verification
□ Policy acknowledgments

Systems & Access

□ Create email account
□ Set up computer login
□ Configure phone/voicemail
□ Grant software access
□ Set up printer access
□ Configure VPN if needed
□ Provide intranet access
□ Add to team calendars
□ Set up time tracking
□ Grant database access
□ Configure security permissions
□ Provide training on systems

Role Training

□ Review position description
□ Explain responsibilities
□ Set performance expectations
□ Introduce work processes
□ Provide procedure manuals
□ Schedule skill training
□ Arrange job shadowing
□ Assign initial projects
□ Set learning objectives
□ Create training timeline
□ Schedule progress reviews
□ Provide resources

Cultural Integration

□ Share organization mission/vision
□ Explain values and culture
□ Review organizational structure
□ Introduce leadership team
□ Explain communication norms
□ Share company history
□ Review policies and procedures
□ Discuss professional development
□ Introduce social committees
□ Share success stories
□ Explain recognition programs
□ Connect with networks

Department Orientation

□ Department overview presentation
□ Team member introductions
□ Explain team dynamics
□ Review department goals
□ Share current projects
□ Explain workflows
□ Introduce key contacts
□ Review meeting schedules
□ Share department resources
□ Explain reporting structure
□ Discuss priorities
□ Set initial assignments

Professional Development

□ Discuss career path
□ Identify development needs
□ Create learning plan
□ Schedule training sessions
□ Provide learning resources
□ Set up mentorship
□ Discuss performance reviews
□ Explain promotion process
□ Share growth opportunities
□ Connect with professional groups
□ Plan skill assessments
□ Set development goals

30-Day Check-In

□ Schedule review meeting
□ Assess progress
□ Address concerns
□ Review performance
□ Adjust training plan
□ Gather feedback
□ Confirm role understanding
□ Check system access
□ Verify documentation complete
□ Review goals
□ Plan next phase
□ Document progress