Checklist New Employee Onboarding

This checklist new employee onboarding template has 4 pages and is a MS Word file type listed under our business plan kit documents.

Sample of our checklist new employee onboarding template:

CHECKLIST NEW EMPLOYEE ONBOARDING Preparation Before the First Day: Offer Letter and Employment Agreement Review and finalize the offer letter. Ensure the employment agreement is signed and returned. Welcome Email Send a welcome email with important information. Include details like the start date, time, location, and dress code. Workspace Setup Prepare the employee's workspace, including a desk, computer, phone, and any necessary supplies. Access and Accounts Request IT to set up computer and system access. Create email, software, and network accounts. Training Materials Prepare any training materials, manuals, or guides. Day of Arrival: Welcome Call or Meeting Schedule a welcome call or meeting to introduce the employee to your team and discuss their expectations and goals. Answer any initial questions they may have. Account Setup Help the employee set up their account or profile on your platform. Provide assistance with initial configuration and customization. First Day Orientation: Meet and Greet Welcome the employee and introduce them to the team. Company Overview Provide an overview of the company's history, culture, and values. HR Documentation Complete any remaining HR paperwork, such as tax forms and benefits enrollment. Office Tour Give a tour of the office and introduce facilities, restrooms, kitchen areas, etc. Training and Development: Company Policies and Procedures Conduct an orientation on company policies, including the employee handbook. Safety Training Provide safety guidelines and emergency procedures. Benefits and Compensation: Benefits Enrollment