Checklist New Employee Onboarding

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

Employee Name: {{employee_name}}

Position: {{position}}

Department: {{department}}

Start Date: {{start_date}}

Employee ID: {{employee_id}}

Pre-boarding (Before Start Date)

1. Send welcome letter and onboarding pack (company overview, key policies): [ ] Date: {{date_sent_welcome_pack}}

2. Set up email account and network access: [ ] Date: {{date_email_setup}}

3. Prepare workstation (desk, computer, phone, stationery): [ ] Date: {{date_workstation_prep}}

4. Inform team of new starter and introduce virtually if possible: [ ] Date: {{date_team_informed}}

5. Schedule first day/week agenda: [ ] Date: {{date_agenda_scheduled}}

First Day Checklist

1. Welcome and introductions to team and immediate manager: [ ] Time: {{time_introductions}}

2. Office tour and essential facilities (restrooms, breakroom, emergency exits): [ ] Time: {{time_office_tour}}

3. Review job description and initial expectations: [ ] Time: {{time_jd_review}}

4. Provide necessary equipment and access cards/keys: [ ] Time: {{time_equipment_provided}}

5. Setup payroll and benefits information (e.g., bank details, medical aid forms): [ ] Completed: [ ] Date: {{date_payroll_setup}}

First Week Checklist

1. HR Induction (company policies, code of conduct, leave procedures): [ ] Date: {{date_hr_induction}}

2. Health and Safety briefing: [ ] Date: {{date_h_and_s_briefing}}

3. IT orientation (system logins, software, security protocols): [ ] Date: {{date_it_orientation}}

4. Assign a mentor/buddy (if applicable): [ ] Mentor Name: {{mentor_name}} Date: {{date_mentor_assigned}}

5. Initial training and task assignment: [ ] Date: {{date_initial_training}}

First Month Checklist

1. Follow-up meeting with manager to discuss progress and address questions: [ ] Date: {{date_first_month_review}}

2. Review and sign off on all relevant company policies: [ ] Date: {{date_policies_signed}}

3. Professional development planning and goal setting: [ ] Date: {{date_goal_setting}}

4. Opportunity for feedback from the new employee: [ ] Date: {{date_employee_feedback}}

Resources and Contacts

HR Department Contact: {{hr_contact_name}} - {{hr_contact_email}}

IT Support Contact: {{it_contact_name}} - {{it_contact_email}}

Manager: {{manager_name}} - {{manager_email}}

Emergency Contact Information: {{emergency_contact_info}}

Acknowledgement

I, {{employee_name}}, acknowledge that I have received, understood, and completed the items on this New Employee Onboarding Checklist to the best of my ability and acknowledge receipt of all company-related information and equipment where indicated.

Employee Signature: _________________________ Date: {{acknowledgement_date}}

Manager Name: {{manager_name}}

Manager Signature: _________________________ Date: {{manager_signature_date}}