Onboarding checklist

Pre-employment

Send offer letter

Obtain signed offer letter

Conduct background check

Verify employment eligibility

Collect necessary employee information (address, emergency contact, etc.)

Provide company policies and employee handbook

Schedule start date and time

First Day

Prepare workspace (desk, computer, phone, etc.)

Welcome the new employee

Introduce the employee to team members

Provide an office tour

Explain company culture and values

Provide an overview of the organization's structure

Review the employee's job responsibilities and expectations

Discuss any initial training or orientation sessions

Review the employee's schedule for the first week

Paperwork and Documentation

Complete necessary HR forms (W-4, I-9, etc.)

Provide benefits information and enrollment forms

Assist with setting up direct deposit and payroll information

Explain company policies, such as time-off, dress code, etc.

Review confidentiality and non-disclosure agreements, if applicable

Review any additional legal or compliance documents

IT and Systems

Set up computer, email, and other necessary accounts

Provide login credentials and passwords

Explain how to access internal systems and software

Train on using any specific software or tools required for the role

Provide information on IT support contact details

Review cybersecurity policies and best practices

Training and Development

Provide an overview of the company's training programs

Schedule any required training sessions

Assign a mentor or buddy for support and guidance

Discuss opportunities for professional development

Share resources and materials for self-guided learning

Benefits and Compensation

Provide information on health insurance, retirement plans, etc.

Explain how to access and utilize the benefits portal

Review the employee's compensation structure and pay schedule

Discuss any additional perks or employee assistance programs

Communication and Expectations

Provide contact information for key colleagues and supervisors

Explain communication channels and tools used within the company

Discuss performance expectations and evaluation process

Review the company's policies on attendance, punctuality, etc.

Encourage open communication and address any questions or concerns

Company Culture and Engagement

Explain the company's mission, vision, and values

Share information about employee resource groups or clubs

Provide details about upcoming social events or team-building activities

Explain any company traditions or rituals

Encourage participation and engagement in company culture initiatives

Follow-up and Evaluation

Schedule regular check-ins with the employee in the first few weeks

Encourage feedback and address any concerns promptly

Conduct a performance review after the probationary period

Update the onboarding checklist based on feedback and experience

Continuously improve the onboarding process for future hires