Employee name

Job title

New Hire Onboarding Checklist

Tasks for Managers
0 Share the good news! Send a welcome email introducing your new hire.
0 Assign your new hire a mentor and/or onboarding buddy.
0 Invite youryour
Schedule newnew
employee to recurring
hire’s first one-on-one
day meetings, meetings
prioritizing to calls
intro provide
withregular check-ins.
colleagues who will work
0 closely with the new hire.
0 Coordinate a welcome meeting or phone call to kick off your new hire's first day.
0 Set
Giveupthe
a welcome lunch an
new employee with the new hire’s
introduction team,
to the if appropriate.
business, including how their roles fits in and any
0 performance expectations you'll have for their onboarding.
0 Take your new hire on a tour of the office.
Tasks for Human Resources
0 Send out a new hire welcome packet that includes the forms and documents new hires must complete.
0 Document the new hire's role and compensation information in your HRIS system or records.
0 Add the new employee to the payroll.
0 Share essential
Schedule company to
intro meetings policies (e.g.,
go over hours ofincluding
paperwork, operation,benefits,
dress code, parking,
direct etc.)
deposit, and company
0 policies.
If your organization conducts periodic reviews (such as after a 90-day probationary period), schedule
0 these and other important milestones.
0 Ask new hires to complete a background check (if applicable).
0 Send the new hire to complete a drug screen (if applicable).
IT Onboarding Checklist
0 Create an email address for the new hire.
0 Set up account permissions for any platforms or software the role requires.
0 Prepare a computer and any phone equipment or tech accessories a new hire may need.
Mentor or Onboarding Buddy Checklist
0 Schedule regular check-ins throughout the first two weeks.
0 Invite new hires to shadow relevant meetings or projects.
0 Be responsive to ad hoc questions throughout the day!
Required Onboarding Documents for New Hires
0 Benefits enrollment paperwork
0 Emergency contact information
0 Employee handbook featuring all company policies
0 Direct deposit and payroll information
0 I-9 form (employment eligibility verification)
0 Non-disclosure agreement, non-compete, or confidentiality agreement (if applicable)
0 State tax withholding form (varies by location)
0 W-4 form (employee's withholding certificate for federal taxes) or W-9 for contractors
New Hire Orientation Checklist
On-Site Orientation
 Show new hires their new office space, including important areas such as a mail room, break room, or
0 kitchen.
0 Create andnew
Set up the assign a key
hire's or fob
work so new
space, hires can
including any access the building.
equipment they may need (e.g., computer, phone,
0 business cards, office supplies, etc.).
Place a welcome gift on the new hire’s desk (typically company swag such as a mug, t-shirt, or
0 stationery).
0 Provide a uniform (if applicable).
Virtual Orientation
Make sure new hires have access to all communication platforms, including email, video calls, and
0 instant
Considermessaging.
providing a work from home stipend so new hires can purchase any office furniture or
0 supplies they may need.
0 Mail a welcome gift to your new hire (typically company swag such as a mug, t-shirt, or stationery).
0 Communicate your security expectations for devices.