Last updated: December 5, 2022

Onboarding is an important process for any business, as it helps to ensure that new employees are properly introduced to the company and its culture. It also helps to ensure that new employees have the necessary tools and resources to be successful in their roles.

A well-designed onboarding checklist can help to streamline the process and ensure that all the necessary steps are taken. In this post, we will discuss the importance of onboarding checklists and provide some tips for creating an effective one. We will also provide some examples of onboarding checklists that you can use as a starting point for your own. We hope that this post will help you to create an onboarding checklist that will help your new employees to get off to a great start.

Employee Onboarding Checklist Template: Stay organized


Obtain relevant background information: Gathering all the background and personal information necessary to set up an employee’s profile in the company records. This information typically includes contact information, educational background, prior work history, and references.

Set up employee benefits: Here the employer should establish the employee’s benefits with the company. This could include health, dental, and vision insurance; retirement plans; vacation and sick time; and any other company-provided benefits.

Develop an onboarding schedule: This step involves creating a timeline for all the activities that need to take place to successfully onboard the employee. This includes training, orientation, paperwork, and other tasks.

Send out pre-arrival communication: Sending the employee all the necessary information before they arrive for their first day is an essential step. This could include a company handbook, dress code, and other expectations the employee needs to know before they start their job.

Onboarding Day

Provide the Employee with an Overview of the Company and the Role: Providing the employee with information about the company, such as its mission statement, corporate goals, core values, and organizational structure. The employee should also receive an overview of the role they will be playing within the organization, including the duties and responsibilities they will fulfill.

Give Campus Tour: The employee should be provided with a tour of the company premises or campus. During this tour, the employee should be shown the various facilities and departments that they may need to access during their employment, such as the cafeteria, restrooms, parking lot, and work areas.

Introduce the Team and Key Personnel: Once the employee is familiarized with their surroundings, they should be introduced to the other members of their team and key personnel within the organization. This can be done through informal meetings, video conferencing, or even virtual tours.

Set Up Computer and Access to Workplace: Setting up a computer for the employee and providing them with access to the workplace. This involves setting up the necessary accounts and logins, connecting to the company’s networks and systems, and providing the employee with any physical keys and access cards needed.

Explain HR Policies and Procedures: It is important to provid the employee with an overview of the company’s policies and procedures. This should include information about the company’s health and safety policies, as well as any other policies and procedures related to their role.

Schedule Required Training: This step involves scheduling any required training for the employee. This could include any software or system-specific training, as well as any general onboarding or orientation training. This will ensure that the employee is set up for success in their new role.


Manage Employee Onboarding Plan: This refers to creating and implementing an onboarding process that is tailored to the individual employee and the organization as a whole. This should include activities such as: introducing the employee to the team and the organization, providing them with necessary training and resources, and ensuring they are aware of company policies and procedures.

Conduct Mid-Term and Final Reviews: Regularly monitoring the employee’s progress and performance should be part of any employee’s onboarding process. This require conducting mid-term reviews and final reviews to evaluate the employee’s performance and assess whether their goals have been met.

Track Employee Progress Towards Goals: This involves keeping track of the employee’s progress in meeting their goals, such as learning new skills or completing tasks and projects. This can be done through regular check-ins and performance reviews and can provide valuable insight into the employee’s progress.

Provide Additional Training and Support as Needed: During the onboarding process and beyond, it is important to provide the employee with additional training and support as needed. This could include additional training in new tools or processes, providing additional resources, or offering mentorship and coaching.

Check in With the Employee Regularly: Regularly checking in with the employee is essential for their success. This step could require regular one-on-one meetings, group meetings, or check-ins via email or other communication methods. These check-ins can provide valuable information about the employee’s progress and any challenges they may be facing.

Offer Feedback and Recognition: It is important to provide feedback to the employee on their progress and goals, as well as recognition for a job well done. Feedback can come in the form of regular performance reviews and recognition can come in the form of verbal praise, awards, or other incentives.

Employee Onboarding Checklist: FAQs concisely answered

What is the employee onboarding process?

The employee onboarding process is the process of introducing a new employee to the workplace. It usually involves a series of steps that help the employee to become familiar with their new job, the company culture, and the team they will be working with.

This process typically begins with the hiring manager introducing the new hire to their team and providing an overview of the company’s mission and values. The onboarding process also typically includes completing paperwork, setting up a workspace, and providing training on the job duties and expectations.

What documents do I need to complete?

The documents that need to be completed during the onboarding process typically include a job offer letter, tax forms, direct deposit information, and any other company-specific paperwork. Depending on the company’s policies, additional documents such as background checks and drug tests may also need to be completed.

What is the timeline for onboarding?

The timeline for onboarding typically depends on the company’s size and policies. Generally, it takes at least a few days for a new hire to complete the onboarding process. However, if additional paperwork is required or the company has a more extensive training program, it could take up to a few weeks.

What is the role of the hiring manager?

The role of the hiring manager during the onboarding process is to provide an overview of the company and the job duties, introduce the new hire to their team, and ensure that all paperwork is completed correctly. The hiring manager should also provide guidance and support throughout the onboarding process.

What should I expect from the onboarding process?

From the onboarding process, new hires should expect to receive an overview of the company, an introduction to their team, and training on their job duties and expectations. Depending on the company, they may also receive additional training such as safety and security protocols. They should also expect to complete the necessary paperwork and set up their workspace.

What do experts have to say?

“A comprehensive employee onboarding checklist is essential for any organization. It helps ensure that all new hires have the necessary information and resources to be successful in their role. It also helps to ensure that all new hires are aware of the company’s policies and procedures. A well-crafted onboarding checklist should include items such as a welcome letter, job description, company policies, and training materials. Additionally, it should include items such as a review of the employee’s benefits, a review of the company’s safety policies, and a review of the company’s code of conduct. By having a comprehensive onboarding checklist, organizations can ensure that all new hires are properly prepared to be successful in their role.”

Good to know

1. Time to complete onboarding: The average time to complete an employee onboarding checklist is 2-3 weeks.

2. Number of steps: An employee onboarding checklist typically consists of 10-15 steps.

3. Documentation: Employee onboarding checklists often require the completion of various forms and documents.

4. Training: Employee onboarding checklists often include training on company policies and procedures.

5. Follow-up: Employee onboarding checklists often include a follow-up process to ensure that all steps have been completed.


Creating an employee onboarding checklist is an important step in ensuring that new hires have a successful start to their employment. It helps to ensure that all the necessary steps are taken to ensure that the new hire is comfortable and prepared to start their job.

By taking the time to create a comprehensive checklist, employers can ensure that their new hires have the best possible experience and are set up for success.

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