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Onboarding checklist for new employees

Employees / Staff

Use this checklist for every new hire.

Before first day


Record employee information

Enter new employee information.

Employee fullname

User will type answer here...

Manager name

User will type answer here...

Position

User will type answer here...

Start date

Add extra information as needed

User will type answer here...

Review position information

Todo list

  • Introduction to team
  • Review initial job assignments and training plans
  • Review job description and performance expectations and standards
  • Review job schedule and hours
  • Review payroll timing, time cards, and policies and procedures

Prepare welcome gift

Task list

  • Create welcome card signed by the team
  • Buy a bottle of French red wine
  • Add a company t-shirt

What wine did you get for the new employee?

User will type answer here...

IT


Order computer equipment


Setup Bamzooka account


Configure equipment


Setup online accounts

Accounts checklist

  • Google mail is setup with a username and temporary password to change at first login
  • User is added to applicable distribution lists. E.g.: all@companyname.com
  • User is added to helpdesk software

Enter Gmail temporary password

User will type answer here...

Enter Gmail Username

User will type answer here...

Add comments as needed

User will type answer here...

Verify computer logins works


Install workstation on desk

Desk preparation task list

  • Install computer and monitor
  • Add paper notebook and pens
  • Clean desk
  • Clean computer and monitor
  • Cable management is neat
  • Desks around new hire desk are clean

Computer preparation task list

  • Figure out computer type and OS needed
  • Procure new computer
  • Configure user login and temp. password

Enter temporary password

User will type answer here...

Enter computer login username

User will type answer here...

First day


Welcome employee

First day task list

  • Greet employee. Call manager to welcome employee
  • Show employee his / her desk
  • Give welcome gift personally to new hire

General orientation

General orientation task list

  • Give introductions to department staff and key personnel during tour

Tour of facility, including:

  • Restrooms
  • Mail rooms
  • Copy centers
  • Fax machines
  • Bulletin board
  • Parking
  • Printers
  • Office supplies
  • Kitchen
  • Coffee/vending machines
  • Cafeteria
  • Emergency exists and supplies

Adminitration


Review policies

Review key policies

  • Anti-harassment
  • Vacation and sick leave
  • FMLA/leaves of absence
  • Holidays
  • Time and leave reporting
  • Overtime
  • Performance reviews
  • Dess code
  • Personal conduct standards
  • Progressive disciplinary actions
  • Security
  • Confidentiality
  • Safety
  • Emergency procedures
  • Visitors
  • E-mail and Internet use

Administrative procedures

Review general administrative procedures

  • Keys
  • Shipping (FedEx, DHL, and UPS)
  • Business cards
  • Purchase requests
  • Telephones
  • Building access cards
  • Conference rooms
  • Picture ID badges
  • Expense reports
  • Office supplices

Benefits & more


Enroll for benefits


Setup payroll