Essential Onboarding Checklist

A structured checklist helps ensure nothing falls through the cracks during onboarding. Customize this template based on your organization's specific needs and role requirements. **Before Day One** - [ ] Send offer letter and employment contracts - [ ] Complete background checks and references - [ ] Collect required documentation - [ ] Set up IT accounts and email - [ ] Order and prepare equipment - [ ] Prepare workstation - [ ] Send welcome pack and first-day information - [ ] Assign buddy or mentor - [ ] Notify relevant teams of new hire **First Day** - [ ] Welcome and introductions - [ ] Facility tour - [ ] IT and system setup - [ ] Review policies and procedures - [ ] Complete remaining paperwork - [ ] Meet immediate team members - [ ] Review role expectations - [ ] Provide employee handbook **First Week** - [ ] Complete mandatory compliance training - [ ] Meet with key stakeholders - [ ] Review tools and systems - [ ] Set initial goals and expectations - [ ] Schedule regular check-ins - [ ] Introduce to broader team and departments **First Month** - [ ] Complete role-specific training - [ ] Begin working on initial projects - [ ] Conduct 30-day review - [ ] Gather feedback on onboarding experience - [ ] Adjust training plan as needed **First 90 Days** - [ ] Complete all required training - [ ] Conduct formal 90-day review - [ ] Set ongoing development goals - [ ] Transition from onboarding to regular workflow