Employee Onboarding Checklist

Employee Onboarding Checklist

🗓️ Pre-Onboarding (Before Day 1)

•  Offer letter sent and signed
•  Background check completed
•  Employment contract signed
•  Welcome email sent with Day 1 details
•  IT equipment ordered (laptop, monitor, phone, etc.)
•  Email and system accounts created
•  Desk/workspace assigned (if applicable)
•  Add to internal directories and org chart
•  Assign onboarding buddy/mentor
•  Send company handbook and policies

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👋 Day 1: Welcome & Orientation

•  Welcome meeting with HR
•  Office tour / virtual environment walkthrough
•  Introductions to team and key stakeholders
•  Receive IT equipment and access credentials
•  Overview of company culture, mission, values
•  Review company policies (leave, code of conduct, etc.)
•  Set up payroll, benefits, and tax forms
•  Lunch with manager or team

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🗓️ Week 1: Training & Integration

•  Role-specific training begins
•  Review job description and goals
•  Introduce project management and communication tools (Slack, Trello, etc.)
•  Schedule recurring check-ins with manager
•  Join relevant meetings and shadow colleagues
•  Complete compliance and safety training (if applicable)

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📅 Weeks 2–4: Engagement & Feedback

•  Ongoing role-based training
•  Introductory meetings with cross-functional teams
•  First performance feedback session with manager
•  Participate in team-building activities
•  Begin contributing to projects
•  Check-in with onboarding buddy
•  Collect feedback on onboarding experience

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✅ Month 1 and Beyond

•  Set 30-, 60-, 90-day goals
•  Conduct 30-day review with manager
•  Complete all mandatory training
•  Evaluate onboarding effectiveness (HR survey or feedback session)
•  Offer opportunities for continuous learning
•  Encourage participation in company communities or clubs