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Onboarding checklist

I. Pre-Onboarding Preparation

  • Verify the agreed-upon start date with HR.
  • Send a calendar invite to the new hire.
  • Confirm the start time and any initial schedule.
  • Notify relevant team members about the new hire.
  • Identify required equipment based on the role.
  • Order or retrieve equipment from inventory.
  • Ensure all devices are functional and updated.
  • Set up necessary software and security protocols.
  • Create a company email account for the new hire.
  • Set up access to required software applications.
  • Ensure the new hire has necessary login credentials.
  • Test accounts to confirm functionality before start.
  • Compile company handbook and relevant policies.
  • Include an organizational chart and contact list.
  • Add any necessary forms or onboarding documents.
  • Prepare a welcome letter from management.
  • Select an experienced employee for mentoring.
  • Inform the mentor of their responsibilities.
  • Schedule an introductory meeting for the new hire.
  • Encourage regular check-ins during the onboarding process.

II. First Day Orientation

III. Administrative Tasks

IV. Training and Development

V. Integration and Follow-Up

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