Employee Onboarding Checklist Template
Simplify your new hire journey! This Employee Onboarding Checklist Template ensures a seamless transition for new team members, covering everything from paperwork and introductions to training and performance goals. Boost retention, reduce errors, and set your new hires up for success with our comprehensive, customizable checklist. Download now!
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Pre-Start Paperwork & Background Checks
Ensuring all necessary documentation is completed and background checks are finalized before the employee's first day.
Offer Acceptance Date
Offer Details/Summary
Background Check Vendor
Copy of Driver's License (if applicable)
Copy of Social Security Card (if applicable)
I-9 Verification Status
Employee Signature (Offer Acceptance)
First Day Welcome & Logistics
Tasks related to welcoming the new employee and ensuring they have the basic resources they need.
New Employee Name
Start Date
Scheduled Arrival Time
Workstation Location
Welcome Message (to be displayed)
Welcome Package Items (check all that apply)
Manager Signature (Confirmation of Welcome)
IT & Systems Access
Setting up the employee's accounts, email, software access, and hardware.
Employee Username
Temporary Password (Provided)
Laptop Asset Tag Number
Operating System
Software Access Granted
Email Account Creation Date
Special Software Installation Notes
HR & Policy Review
Reviewing essential HR policies, benefits enrollment, and legal compliance requirements.
I-9 Form Verification Status
W-4 Form Verification Status
Employee Handbook Acknowledgement
Benefits Enrollment Deadline
Summary of Key Policy Discussions
Employee Signature - Policy Acknowledgement
Department & Team Introduction
Introducing the new hire to their team, manager, and key stakeholders within the department.
Team Introductions - Brief Description
Introduced to Manager?
Introduced to Direct Team Members?
Introduced to Key Stakeholders (Select all that apply)
Date of Team Introductions
Notes on Introductions - Any observations or feedback?
Training & Development - Initial Phase
Scheduling and completing initial training sessions and role-specific onboarding.
Mandatory Compliance Training Completed?
Summary of Initial Role-Specific Training Received
Date of Initial Software Training
Topics Covered in Initial Training (Select all that apply)
Number of Training Hours Completed
Trainer Feedback & Notes
30-Day Check-in
Reviewing progress, addressing questions, and providing feedback after the initial month.
Overall Impression of Role Fit
Key Accomplishments in First 30 Days
Challenges Encountered & Support Needed
Estimated Workload – Comfortable, Overwhelmed, or Underutilized (1-5)
Understanding of Company Culture
Next Performance Check-in Date
90-Day Review & Goal Setting
Formal performance check-in, reviewing goals, and providing ongoing support.
Review Date
Overall Performance Summary
Strengths Observed
Areas for Improvement
Specific Goals for Next 90 Days
Goal Completion Percentage Target (e.g., 80%)
Employee's Self-Assessment of Performance
Employee Signature
Manager Signature
Ongoing Support & Resources
Ensuring continuous access to resources and support for long-term success.
Notes on ongoing check-in frequency & style
Available Resources (check all that apply)
Next Performance Review Date
Contact Person for Ongoing Support
Employee Satisfaction - Initial Feedback (Optional)
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