Employer Onboarding check list
Pre-Onboarding Preparations
- Verify the agreed upon start date with the new hire.
- Confirm the start time and communicate it clearly.
- Update the company calendar with the start date.
- Notify relevant team members about the new hire's start.
- Ensure the desk is clean and organized.
- Set up the computer with necessary software installed.
- Test the phone and ensure it’s functional.
- Add personal touches like nameplates or welcome notes.
- Create a company email account for the new hire.
- Set up logins for HR software and other tools.
- Ensure permissions are granted for relevant systems.
- Document account details for easy reference.
- Compile tax forms, including W-4 and I-9.
- Prepare a checklist of required identification documents.
- Ensure all forms are updated and compliant.
- Organize documents in a folder for easy access.
- Assemble the employee handbook and policy documents.
- Include branded company items such as mugs or shirts.
- Add a welcome letter from the team or manager.
- Package items neatly for presentation on the first day.
- Identify required orientation and training topics.
- Coordinate schedules with trainers and presenters.
- Send calendar invites to the new hire and participants.
- Provide an agenda for the orientation sessions.
Use in Manifestly