New Employee Onboarding Checklist

  1. 1

    Current checklist credentials

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  2. 2

    Create an employee file and gather the necessary personal information

    e.g., I-9 form, W-4, social security number, emergency contact details
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  3. 3

    Provide employee handbook, company policies, and procedures

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  4. 4

    Conduct cyber security and safety training

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  5. 5

    Set up employee's email and IT access

    e.g., computer, phone, company account, handbooks, online tools
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  6. 6

    Schedule new hire orientation, job specific orientation, and training sessions

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  7. 7

    Schedule benefits and enrollment information review meetings

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  8. 8

    Add employee to payroll and HR systems

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  9. 9

    Conduct a tour of the facility

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  10. 10

    Introduce the new employee to their team and other colleagues

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  11. 11

    Assign a mentor or buddy to every new employee

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  12. 12

    Complete any required training or certifications

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  13. 13

    Schedule follow-up meetings to review and discuss performance expectations and set goals

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  14. 14

    Schedule follow-up meetings to ensure a smooth transition and address any issues that may arise

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  15. 15

    Evaluate and update the checklist as needed

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  16. 16

    End of a template.