New hire onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to the end of probation
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before day 1 | ||||
| Send the employment contract and get it signed | Before day 1 | |||
| Collect the tax, payroll, bank and emergency contact details | Before day 1 | |||
| Check the right-to-work documents and any licenses or checks the role needs | Before day 1 | |||
| Set up their email, logins and system accessGive access only to what the role needs. | Before day 1 | |||
| Get their equipment, uniform, keys or access card ready | Before day 1 | |||
| Choose a buddy and tell the team who’s starting | Before day 1 | |||
| Send a welcome message with the start time, place, dress code and first-week plan | Before day 1 | |||
| Day 1 | ||||
| Welcome them and give a tour of the workplace | Day 1 | |||
| Introduce them to the team and their buddy | Day 1 | |||
| Run the health and safety inductionExits, first aid, how to report an incident, and any hazards in the role. | Day 1 | |||
| Go through the key policies and have them sign that they’ve read them | Day 1 | |||
| Check every login and piece of equipment works | Day 1 | |||
| Explain the role, what good looks like, and the first week’s plan | Day 1 | |||
| Check in at the end of the day | Day 1 | |||
| Week 1 | ||||
| Train them on the core procedures of the roleUse your SOPs, so everyone learns the same way. | Week 1 | |||
| Have them shadow an experienced colleague | Week 1 | |||
| Give them a first task they can complete on their own | Week 1 | |||
| Hold an end-of-week check-inAsk what’s unclear, and fix anything that slowed them down. | Week 1 | |||
| Month 1 | ||||
| Check all required training is complete and passed | Month 1 | |||
| Hold a 30-day review and agree goals for the next two months | Month 1 | |||
| Ask for their feedback on onboarding | Month 1 | |||
| End of probation | ||||
| Hold the probation review and confirm the outcome in writing | Month 3 | |||
| Update their training record and file | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
