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Onboarding checklist

Pre-Onboarding Tasks

Confirm new hire's start date

Collect necessary paperwork (e.g. offer letter, employment contract)

Prepare workstation and equipment for new hire

Assign necessary access rights and permissions

Inform relevant team members about the new hire's arrival

Schedule introductory meetings with key personnel

Share any pre-reading materials or resources

HR and Administrative Tasks

Collect necessary employee information and documents (e.g. personal details, tax forms)

Provide an employee handbook and review key policies

Explain company benefits and assist with enrollment if applicable

Set up payroll and ensure accurate compensation details

Coordinate any relocation or travel arrangements if needed

Inform new hire about parking, security protocols, and office facilities

Technology Setup

Provision necessary hardware (e.g. laptop, mobile devices)

Install and configure required software and tools

Set up email and other communication accounts

Assign and provide login credentials for various systems

Conduct necessary training on software and tools

Test connectivity and ensure access to network resources

Orientation and Training

Organize an orientation session to introduce the company culture and values

Arrange a tour of the office premises and facilities

Schedule training sessions on specific IT systems and software

Provide information about team structure and key stakeholders

Help new hire understand their role and responsibilities

Assign a mentor or buddy for guidance and support

Department-Specific Tasks

Introduce the new hire to the team and colleagues

Explain project and task allocation processes

Provide an overview of ongoing projects and priorities

Familiarize the new hire with department-specific workflows and processes

Discuss department goals and expectations

Schedule meetings with relevant stakeholders and clients if needed

Follow-Up and Evaluation

Conduct regular check-ins to ensure the new hire is settling in well

Address any questions or concerns the new hire may have

Provide ongoing feedback and performance evaluation

Schedule periodic reviews to assess progress and development

Encourage open communication channels for continuous improvement

Celebrate milestones and achievements during the onboarding process

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