ONBOARDING CHECKLIST FOR MANAGERS
CHECKLIST CATEGORY NEED
PRIOR TO START
SCHEDULE AND DUTIES
Call to confirm start date, time, location, and contact person
Convey transportation / parking info
Review dress code
Email link to company / department onboarding webpage
Discuss relocation
FIRST DAY ACTION PLAN / WELCOME PACKET
Job description
New employee documentation / checklist
Time-Off policies: vacation, sick leave, reporting guidelines, etc.
Job manual
Employee handbook
Week-One schedule
Department organization chart and contact info
Building / campus map
Mission statement
Payroll structure / direct deposit
Confidentiality Info and documentation
CONNECTION BUILDING
Colleague notification: new hire start date, role, bio, etc.
Designate coworker to serve as a resource for new hire
Plan tour(s)
Arrange necessary meetings
HUMAN RESOURCES
Identify HR point of contact for new hire
Confirm receipt of all recruitment paperwork
Confirm offer letter receipt / acceptance
Confirm background check completion
WORK STATION / AREA
Secure / designate space
Furniture
Supplies
Phone install and number assignment
Cleaning
Business cards, name plate, etc.
TECHNOLOGY / ACCESS
Passkey order form
Set up temporary access for contract new hires
Software acquisition
Printdriver setup
Mobile device, if applicable
TRAINING / DEVELOPMENT
Enroll in new hire HR briefing webinar, meeting, etc.
Schedule any pertinent training sessions
DAY ONE
DEPARTMENT ONBOARDING
Welcome upon arrival and guide to work station / office
Deliver and review prepared welcome packet
Discuss break / meal policies
Discuss contract / trial period, if applicable
Introduce to designated coworker resource
Confirm receipt and functionality of passkeys
HUMAN RESOURCES ONBOARDING
Connect with HR to complete any further paperwork
Review portal
Sign offer letter, if necessary
Confirm enrollment in any benefits / services
APPROPRIATE TOURS
Review software, hardware, technology, printers, etc.
Confirm email setup
Confirm phone setup
Review technology acceptable use policies
Assist with online directory setup, if applicable
FURTHER INTRODUCTIONS / TASKS
FIRST WEEK
CHECK-IN / REVIEW
Ask how first week went, assist with any questions
Review training schedule
Review all technology functionality
Discuss company culture and work style
Discuss current projects and cyclical programs
Review company mission statement, vision, and policies
ADDITIONAL FIRST WEEK TASKS
FIRST MONTH
CHECK-IN / REVIEW
Assess need for weekly or bi-weekly meetings
Answer any questions
Set short and long-term goals
Discuss performance review process and performance standards
Meet with designated department resource to discuss their perspective
ADDITIONAL FIRST MONTH TASKS
FIRST THREE MONTHS
CHECK-IN / REVIEW
Performance review
Review short and long-term goals
Answer any questions
ADDITIONAL FIRST THREE MONTHS TASKS
FIRST SIX MONTHS
CHECK-IN / REVIEW
Performance review
Review short and long-term goals
Answer any questions
ADDITIONAL FIRST SIX MONTHS TASKS
FIRST YEAR
CHECK-IN / REVIEW
Performance review
Review short and long-term goals
Answer any questions
ADDITIONAL FIRST YEAR TASKS
TRIAL PERIOD END (IF APPLICABLE)
CHECK-IN / REVIEW
Celebrate end of trail period status
Schedule annual performance review
Answer any questions
Reassess goals
ADDITIONAL TRIAL PERIOD END TASKS
NAGERS
PROCESS
STATUS MONITOR/MENTOR (If NOTES
Applicable)
STATUS
DROPDOWN KEY
COMPLETE
IN PROGRESS
HOLD
ALERT
N/A
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