AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Human Resources > Onboarding Checklist

Onboarding Checklist

Pre-employment tasks

Signed offer letter and employment agreement

Background checks completed

Drug screening results (if applicable)

Reference checks completed

Education and certification verification

First day essentials

Welcome email sent to new employee

Office space and equipment set up

Security access and ID badge issued

Introduction to team members

Review of company policies and procedures

Review of employee handbook

Review of job description and expectations

Introduction to company culture and values

Tour of office facilities

Administrative tasks

Completion of new hire paperwork (W-4, I-9, etc.)

Setting up payroll and benefits enrollment

Explanation of employee benefits package

Setting up direct deposit and tax withholding

Distribution of employee handbook and other relevant documents

Review of confidentiality and non-disclosure agreements

Explanation of vacation and leave policies

Explanation of timekeeping and attendance systems

Training and development

Introduction to company's learning management system (LMS)

Training on specific job-related software and tools

Overview of company-wide training and development programs

Identification of training needs and development goals

Creation of individual development plan (IDP)

Scheduling of required training sessions

Introduction to mentor or buddy program (if applicable)

IT and technology setup

Provision of computer/laptop and necessary software

Creation of email and other necessary accounts

Set up of network and system access

Training on company's IT policies and security measures

Assistance with VPN and remote access setup (if applicable)

Troubleshooting any technical issues or concerns

Company policies and compliance

Review of company's code of conduct and ethics

Training on anti-harassment and anti-discrimination policies

Explanation of reporting mechanisms for any concerns or violations

Introduction to workplace safety guidelines and emergency procedures

Training on data privacy and protection policies

Compliance with labor laws and regulations

Team integration and socialization

Introduction to team members and key stakeholders

Team-building activities or ice-breaker sessions

Attendance at team meetings and departmental gatherings

Introduction to cross-functional teams or committees

Inclusion in company-wide events or social activities

Encouragement to join employee resource groups (ERGs) or affinity groups

Performance expectations and goal setting

Discussion of performance evaluation process

Explanation of key performance indicators (KPIs)

Setting of performance goals and objectives

Establishment of regular check-ins and feedback sessions

Introduction to performance management tools or software

Explanation of recognition and rewards programs

Follow-up and support

Regular check-ins with HR or supervisor during initial weeks

Provision of necessary resources and support for success

Addressing any concerns or questions

Monitoring of progress and adjustment of onboarding plan if needed

Conducting a formal onboarding survey or feedback session

Reviewing and updating onboarding process based on feedback received

Note: The above checklist is a comprehensive guide, and the items may vary depending on the organization's specific requirements and industry.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Employee Handbook Checklist

The Employee Handbook Checklist is an important tool for ensuring that HR and employees are compliant with policies and procedures.

view →

Data Security Checklist

The Data Security Checklist is essential in ensuring the security of confidential employee information.

view →

Employee Records Checklist

The Employee Records Checklist is an important tool for Human Resources to ensure compliance with legal requirements and to maintain accurate employee records.

view →

Hiring Checklist

A Hiring Checklist helps ensure that the recruitment process is thorough and efficient, ensuring the best possible candidate is identified for the role.

view →

Employee Onboarding Checklist

An Employee Onboarding Checklist is essential for ensuring that new hires are welcomed and provided with the necessary information and resources to be successful in their roles.

view →

Performance Evaluation Checklist

Performance Evaluation Checklists provide an objective and quantitative measure of an employee's performance, allowing for fair and accurate assessments of their work.

view →

Termination Checklist

The Termination Checklist helps ensure that all necessary steps are taken in an employee termination process to ensure compliance with legal requirements.

view →

Employee Benefit Checklist

The Employee Benefit Checklist is an important tool for ensuring that employees are aware of their available benefits and that the organization is meeting all of its obligations related to employee benefits.

view →

Recruitment Checklist

A Recruitment Checklist is an essential tool for ensuring that all necessary steps are taken in the recruitment process.

view →

Training and Development Checklist

A Training and Development Checklist is essential for ensuring that all employees receive the necessary training and development to reach their full potential.

view →

Workplace Safety Checklist

A Workplace Safety Checklist helps to ensure that everyone in the workplace is safe and protected from potential hazards.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark