employee onboarding checklist

Prepare offer letter and employment contract

Set up employee file (digital and physical)

Create employee email and accounts for necessary software

Coordinate with IT for equipment setup (laptop, phone, etc.)

Prepare workspace (desk, chair, supplies)

Schedule orientation and training sessions

Welcome and introduction to team members

Review company policies and procedures

Provide necessary paperwork (tax forms, benefits enrollment)

Conduct a tour of the workplace

Set up employee benefits and payroll information

Assign a mentor or buddy for guidance

Schedule role-specific training sessions

Provide access to online training resources

Set performance expectations and goals

Schedule regular check-ins for feedback

Encourage participation in team-building activities

Introduce company culture and values

Schedule one-on-one meetings with key stakeholders

Provide opportunities for social interaction (team lunches, coffee breaks)

Gather feedback on the onboarding experience

Here are some additional steps that could be included in the Integration and Engagement section of the onboarding checklist

Assign a mentor or buddy to support the new employee

Encourage involvement in employee resource groups or affinity groups

Organize informal meet-and-greet sessions with different teams

Provide access to company newsletters or communication platforms to keep the new hire informed

Schedule regular check-ins to discuss progress and address any concerns

Facilitate shadowing opportunities with experienced colleagues

Create a welcome package that includes company swag and resources

Encourage participation in company events and initiatives

Share success stories and testimonials from other employees about their experiences

Conduct team feedback sessions to integrate the new hire’s perspective into team dynamics

Conduct a 30-day check-in to assess comfort and integration

Schedule a performance review at the end of the probation period

Gather feedback from the new employee on the onboarding process

Make necessary adjustments to the onboarding program based on feedback

Continue to support professional development and growth opportunities