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:
- Employee’s Withholding Certificate (Form W-4)
- Form I-9 Employment Eligibility Verification
- Direct Deposit AuthorizationForm
- Non-Disclosure Agreement
- Employee handbook
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
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
FIRST DAY ORIENTATION
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: _________________________