An onboarding checklist is an essential tool for companies welcoming new employees.
Download Onboarding Checklist in Excel or PDF!
It ensures that all necessary tasks are completed to provide a smooth and organized onboarding process.
Categories Under Onboarding Checklist
The checklist includes categories such as:
- Pre-arrival: Sending the offer letter and contract, completing a background check, preparing new hire paperwork, setting up email and IT accounts, arranging workspace and equipment.
- First day: Greeting and welcoming the new hire, office tour, introductions to the team, reviewing company policies and handbook, setting up
- First week: Scheduling orientation sessions, completing compliance training, assigning a mentor or buddy, overview of job responsibilities, setting initial goals and expectations.
- First month: Reviewing performance objectives, conducting regular check-ins, providing feedback and support, introducing key stakeholders, arranging team-building activities.
- Ongoing tasks: Scheduling periodic reviews, offering continuous training, encouraging feedback, updating on company news, celebrating milestones.
- Administrative tasks: Completing benefits enrollment, ensuring legal compliance, collecting signed documents, filing and storing records, updating HR systems.
You can add new items or categories to your checklist as it is totally editable.
Onboarding Checklist Benefits:
Firstly, you’ll keep organized all through the welcoming and adapting process for your new comers.
Also, you’ll be able to delegate different tasks to different people in your team. In this way, no new comer will create a burden on the specific person.
Designed For:
This checklist is designed for HR professionals, managers, and team leaders who are responsible for onboarding new employees.
So, it ensures a smooth and organized onboarding process, helping new hires integrate quickly and effectively.
KEY FEATURES:
- Full coverage of onboarding process
- Handy checklist for HR
- Editable and printable checklists
- Also, priority levels
- You can get it in PDF and Excel format
