Employee Onboarding Checklist
Not
Task Done Note
applicable
New hire paperwork checklist
Signed and documented offer letter and contract, outlining
the terms and conditions of employment
Tax forms
Copies of identification documents (e.g., passport or driver’s
license)
Emergency contact information
Benefits enrolment forms (including health insurance,
pension, and other benefit plans)
Non-disclosure agreement (NDA) or confidentiality
agreement
Onboarding tasks
Input new hire’s information into the payroll system
accurately
Create profiles in the necessary internal systems
Arrange office access cards or passwords
Set up all IT accounts (including email accounts, software
installations, and access to shared drives)
Conduct health and safety training
Welcome pack for new employee
A company overview that includes mission, vision, values,
and organizational structure
An employee handbook outlining policies, procedures, and
code of conduct
The first week’s schedule with a full orientation and
introduction phase itinerary
A directory of relevant team members, departments, and
their roles
[Link]
Not
Task Done Note
applicable
Welcome announcement for new employee
Email or a notice on the intranet introducing the new hire,
their role, and background
A scheduled meeting with direct teammates and supervisors,
either in person or virtually
Add new employee to the organizational chart
Mentorship or buddy system implementation
Pair a new employee with a seasoned team member to ease
the transition, and to offer guidance, insights, and a friendly
point of contact
Continuous feedback and support
Schedule regular check-ins including HR and immediate
supervisors during the first few months to provide
continuous support and address any concerns
A formal review after the initial 90 days to assess progress,
alignment with company goals, and set further development
plans
Cultural integration and social engagement
Provide insights into the company culture, traditions, and
values through cultural onboarding sessions
Organize informal gatherings or team-building activities to
facilitate social integration within the team
Professional development and training plans
Depending on the role, lay out specific training or
development courses that align with the job description and
future growth within the organization
Offer access to online platforms or in-house training
materials to encourage continuous learning
[Link]
Not
Task Done Note
applicable
Accessibility and inclusivity measures
Ensure that any specific requirements related to disabilities
are addressed
Provide training on diversity and inclusivity to create a
respectful and supportive environment
Exit strategy from the onboarding program
Create a planned transition from the onboarding program
into full engagement with the team, marked by clear
milestones and communicated expectations
Gather insights from the new hire on their experience with
the onboarding process, for continuous improvement
[Link]
