Checklist New Employee Onboarding

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

Employee Name: {{employee_name}}

Job Title: {{job_title}}

Department: {{department}}

Start Date: {{start_date}}

Employee ID: {{employee_id}}

Pre-boarding (Prior to Start Date)

1. Send welcome email and onboarding package (e.g., offer letter, company policies, benefits information).

2. Prepare workstation: {{desk_number}}, {{computer_assets}}, {{software_access}}.

3. Set up email account and relevant system access: {{email_address}}, {{system_logins}}.

4. Schedule first-day orientation and introductory meetings.

5. Order necessary business cards or identification badges.

Day One Activities

1. Welcome and introduction to team members.

2. Office tour and explanation of facilities (restrooms, breakroom, emergency exits).

3. Review of immediate work priorities and initial tasks.

4. HR paperwork completion: {{ID_documents}}, {{tax_forms}}, {{bank_details}}.

5. Issue company assets: {{laptop_serial}}, {{phone_number}}, {{keys_access_cards}}.

First Week Activities

1. Review of job description and performance expectations.

2. Training on essential software and tools: {{software_training_modules}}.

3. One-on-one meeting with manager to discuss initial goals and roles.

4. Introduction to key departmental contacts and their roles.

5. Benefits enrollment information and deadlines: {{benefits_enrollment_date}}.

First Month Activities

1. Scheduled follow-up meetings with manager for progress review.

2. Completion of mandatory compliance training modules: {{compliance_training_modules}}.

3. In-depth understanding of departmental processes and workflows.

4. Participation in team meetings and projects.

5. Feedback session on the onboarding process to date.

Key Contact Information

Manager: {{manager_name}}, {{manager_contact_number}}

HR Representative: {{hr_rep_name}}, {{hr_rep_contact_number}}

IT Support: {{it_support_contact}}, {{it_support_phone}}

Sign-off and Acknowledgement

This checklist has been completed and reviewed by:

Employee Signature: _________________________ Date: ______________

Manager Signature: _________________________ Date: ______________