The Ultimate Onboarding Checklist

banner-image-1

The onboarding process is a critical experience that shapes a new hires vision and expectations of their new job and workplace. It’s important that organizations make a good first impression and implement a thorough onboarding process.

This ultimate onboarding checklist covers onboarding tasks across multiple departments: Human Resources, IT/Security, Facilities, Hiring Managers, and more.

Human Resources

  • Send welcome email to new hire including:
    • Where to go on day 1
    • Arrival time
    • Parking instructions
    • Dress code
    • Day 1 schedule
  • Complete the background check
  • Add new hire to HRIS/Personnel systems
  • Prepare forms and documents
    • Official offer letter
    • Contract or work agreement
    • Tax forms
    • Health and benefits forms
    • Payroll forms
    • Work permits or visas
    • Additional documentation
  • Provide employee handbook
  • Provide benefits information
  • Announce new hire and start date
  • Schedule a first day check in with HR
  • Schedule orientation
  • Schedule team lunch
  • Schedule lunch with CEO
  • Schedule check-in meetings:
    • 1 week
    • 30 day
    • 90 day
    • 6 month
    • 1 year
  • Provide new hire information about:
    • Pay schedule
    • Holidays
    • Sick leave
    • Vacation time
    • Dress code
    • Benefits
    • Employee purchase policy
    • Performance reviews
    • Mandatory compliance training

Hiring Manager

  • Assign a peer mentor
  • Send a welcome email
  • Introduce to the team
  • Introduce to stakeholders and key contacts
  • Schedule one-on-ones
  • Prepare training schedule
  • Set goals for new hire:
    • 1st month
    • 3 months
    • 6 months
    • 1 year
  • Schedule day 1 meeting and discuss:
    • Hours of work and schedule
    • Company culture
    • Job expectations
    • Role and responsibilities
    • First project or assignment

IT/Security

  • Order any required IT hardware
  • Create Active Directory User ID
  • Create email account
  • Provide access to shared networks
  • Provide security system access (physical and virtual)
  • Provide access to distribution lists
  • Provide access to databases
  • Provide access to company system
  • Provide access to company accounts
  • Setup and configure computer
  • Deliver IT equipment (remote)
  • Setup and configure office phone
  • Setup and configure mobile device
  • Provide login credentials
  • Provide training on:
    • Web Security
    • Email
    • Password security tool (Okta, LastPass, etc.)
    • Messaging systems (Slack, Teams,etc.)
    • Company website and intranet
    • Company systems
  • Provide instructions to:
    • Reset initial network password
    • Access the VPN
    • Get IT Support
    • Use printers and scanners
  • Schedule a first day IT check in with new hire

Facilities

  • Order company swag
  • Setup desk and workspace
  • Take employee photo
  • Create security ID badge
  • Create biometrics
  • Create parking pass
  • Provide tour of office:
    • Desk
    • Elevators/Stairs
    • Washrooms
    • Fire exits
    • Parking
    • Kitchen/Cafeteria
    • Meeting rooms

Finance

  • Add new hire to payroll
  • Provide training on how to submit expenses

Peer Mentor/Buddy

  • Send welcome email to new hire
  • Schedule day 1 meeting
  • Schedule week 1 meeting
  • Schedule month 1 meeting
  • Schedule month 2 meeting

Did I miss any steps in the onboarding process in this checklist? Please let me know in the comments, and follow me on Twitter for more training tips and tricks.

4 thoughts on “The Ultimate Onboarding Checklist

  1. philipmanifestly says:

    Hi Nicole, great checklist! We’re interested in hosting this template on our service and crediting you in the template. Would you have any interest in that? Many of our customers use our service for employee onboarding.

    https://www.manifest.ly

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s