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Onboarding employees

Pre-Onboarding Checklist

Send welcome email to new employee with onboarding details

Include information about first day logistics, required documents, and any pre-employment paperwork to be completed
Provide contact information for HR or manager for any questions

Request new employee's personal information for payroll and benefits purposes

Ask for completed W-4 form for tax withholding
Request direct deposit information for payroll
Gather emergency contact information

Schedule orientation session with HR team

Coordinate with HR team to set up a time and date for the orientation
Provide agenda and any materials needed for the session

Provide new employee with information about company culture and values

Assign a mentor or buddy for the new employee

Collect necessary paperwork such as tax forms and emergency contact information

Set up new employee's workspace with necessary equipment and supplies

Communicate dress code and any other company policies or guidelines

Coordinate with IT department to ensure new employee has necessary technology access and accounts created

Arrange for any required training or certifications prior to start date

Day 1 Checklist

Welcome new employee to the office

Provide new employee with necessary office equipment (computer, phone, etc.)

Review company policies and procedures with new employee

Training Checklist

Schedule training sessions for new employee

Provide new employee with access to necessary training materials

Assign mentor or buddy to new employee for support

Benefits Checklist

Enroll new employee in company benefits programs

Provide new employee with information on health insurance, retirement plans, etc.

Assist new employee with any questions or concerns about benefits

Performance Checklist

Set goals and expectations for new employee

Provide regular feedback and coaching to new employee

Conduct performance reviews at appropriate intervals

Offboarding Checklist

Collect feedback from new employee on onboarding process

Schedule exit interview with new employee

Update HR records and remove access to company systems for departing employee

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