onboarding checklist for a new employee

Send a welcome email to the new employee with information on the start date, time, and location.

Prepare the employee's work area, including setting up a desk, computer, phone, and other necessary equipment.

Ensure all necessary paperwork, such as employment contracts, tax forms, and confidentiality agreements, are ready to be signed.

Share important company policies, employee handbook, and any other relevant documents with the new employee.

Schedule a meeting with the employee's supervisor to discuss their role, responsibilities, and expectations.

Greet the new employee and introduce them to the team.

Provide a tour of the office, introducing them to key departments and colleagues.

Conduct a comprehensive orientation session, covering company values, culture, and mission.

Explain company policies, procedures, and benefits.

Set up the employee's email, access to necessary software, and any other required accounts.

Provide the employee with an employee handbook and answer any questions they may have.

Develop a training plan for the new employee, including specific tasks, projects, and goals.

Assign a mentor or buddy to help the new employee navigate their role and answer any questions.

Schedule training sessions on relevant software, tools, and processes.

Provide access to online training resources and materials.

Plan regular check-ins to provide feedback, review progress, and address any concerns.

Assist the employee in completing any outstanding paperwork, such as benefits enrollment forms and emergency contact information.

Ensure the employee is added to appropriate communication channels, such as email groups and internal messaging platforms.

Provide the new employee with a company directory and explain how to access it.

Set up necessary meetings with HR, IT, and other relevant departments to address any administrative requirements.

Discuss and establish a schedule for regular performance evaluations and feedback sessions.

Arrange opportunities for the new employee to interact with colleagues from different departments.

Encourage participation in team-building activities or company events.

Share information about company traditions, celebrations, and social activities.

Introduce the employee to the company's mission, vision, and values.

Foster a sense of inclusion and belonging by promoting diversity and inclusion initiatives.

Review the new employee's progress and address any outstanding questions or concerns.

Conduct a final meeting to discuss long-term goals, career development opportunities, and performance expectations.

Provide resources for continued learning and professional development.

Thank the new employee for their participation in the onboarding process.

Request feedback from the new employee to improve the onboarding process for future hires.