Employee Onboarding Checklist

Employee Onboarding Checklist

Ensure a smooth onboarding process for new hires with this structured timeline:

Phase 1: Pre-boarding (Before Day 1)

• [ ] Send signed offer letter and verify references.
• [ ] Collect tax declarations, bank account forms, and emergency contact details.
• [ ] Set up company email, slack workspace, and system logins.
• [ ] Ship hardware laptop and welcome kit to candidate address.
• [ ] Assign an onboarding buddy to guide the candidate.

Phase 2: Day 1 (Orientation & Setup)

• [ ] Conduct official HR welcome briefing and company overview presentation.
• [ ] Assist with hardware setup and access verification.
• [ ] Introduce the candidate to their direct team and onboarding buddy.
• [ ] Hold a 1-on-1 meeting with the reporting manager to define week 1 expectations.

Phase 3: First Week (Integration)

• [ ] Provide initial product training and walk through key workflows.
• [ ] Assign the first minor starter project or research task.
• [ ] Schedule a welcome lunch or digital team-bonding coffee session.
• [ ] Check in on Day 5 to gather initial impressions and clarify doubts.

Phase 4: First Month & Beyond (Assimilation)

• [ ] Set 30-60-90 day performance goals and check progress at each milestone.
• [ ] Conduct the 30-day review to collect feedback on the onboarding experience.
• [ ] Complete compliance training modules and policy acknowledgments.