Onboarding Checklist

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Onboarding Checklist

An onboarding checklist is a guide for managers and HR professionals that outlines the steps to complete when bringing a new employee on board. A new hire checklist ensures that required paperwork is completed, that the employee is given resources to understand their role and company policies, and that they can begin to connect with their new colleagues.

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Last updated August 6th, 2025

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An onboarding checklist is a guide for managers and HR professionals that outlines the steps to complete when bringing a new employee on board. A new hire checklist ensures that required paperwork is completed, that the employee is given resources to understand their role and company policies, and that they can begin to connect with their new colleagues.

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What to Include

A written onboarding process checklist will include these elements:

Pre-boarding Tasks  

This checklist section will detail what needs to be completed for the new staff member’s first day of work. This may include obtaining the new hire’s job acceptance form, confirming their start date, and sending them a welcome email.

Paperwork

The necessary forms that a new hire needs to complete are outlined here, which may include:

Technology and Workspace

This section details the tasks needed to ensure the employee has all the necessary tools to begin work. These may include setting up email accounts, procuring devices and equipment, and providing necessary software.

Orientation and Employee’s First Day

On their first day, common tasks include providing the new hire with their credentials and security assets, introducing them to colleagues, and touring the office.

Other common orientation tasks include reviewing company policies, discussing benefits plans, and assigning a peer mentor.

Check-in

The final section of a new hire checklist is about checking in with the employee. This gives the employee a chance to give feedback regarding their orientation, and allows their manager to set a timeframe for following up to see how they are fitting in.

Benefits of Successful Onboarding

Good onboarding can potentially impact the employee and employer with:

  • Improved employee retention
  • Enhanced company culture
  • Employee engagement and productivity
  • Employee experience and talent attraction

Sample

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TIME OFF REQUEST FORM

EMPLOYEE INFORMATION

Employee Name: [EMPLOYEE NAME] Department: [EMPLOYEE DEPARTMENT]
Phone Number: [EMPLOYEE PHONE #] Employee Email: [EMPLOYEE EMAIL]
First Day of Work: [MM/DD/YYYY]

PRE-BOARDING

Employee Details
☐ – Signed job acceptance
☐ – Confirm start date
☐ – Send welcome email
Devices and Equipment
☐ – Signed job acceptance
☐ – Confirm start date
☐ – Send welcome email
Paperwork
☐ – Tax forms (W-4 or W-9)
☐ – Legal documents (I-9, NDA, etc)
☐ – Employment contract
Logins and Accounts
☐ – Email
☐ – Relevant company accounts
☐ – Add to email lists

FIRST DAY ORIENTATION

☐ – Provide credentials
☐ – Give office/building tour
☐ – Introduce employee to team
☐ – Select and introduce peer mentor
☐ – Discuss role/responsibilities
☐ – Discuss training plan
☐ – Complete new hire paperwork
☐ – Review company policies
☐ – Discuss benefits/insurance
☐ – Provide account information
☐ – Schedule relevant meetings
☐ – Ask for onboarding feedback
☐ – Schedule check-in plan

SIGNATURE

By signing this form, you confirm that this onboarding checklist has been completed and that the appropriate steps have been taken to bring the new employee on

Onboarder Signature: _____________________________ Date: _____________
Name/Title: _________________________