Employee Onboarding Checklist Template
This Employee Onboarding Checklist Template gives you a fill-in-the-blank framework that tracks every task from offer acceptance through 90-day review. Customize fields for your company, department, and role while maintaining proven structure. Include completion dates, responsible parties, and verification signatures. Templates ensure consistency across hires and reduce onboarding prep time from 8 hours to 45 minutes. Over 500,000 companies use templated onboarding to scale hiring without sacrificing quality. Track pre-arrival tasks, first-day activities, documentation, equipment, system access, training schedules, and milestone reviews. Scale hiring effortlessly.
Company Information Section
□ Company name: ________________
□ Department: ________________
□ Position title: ________________
□ Employee name: ________________
□ Start date: ________________
□ Manager name: ________________
□ HR contact: ________________
□ Buddy/Mentor: ________________
Pre-Arrival Tasks (Due: _________)
□ Send welcome email
□ Mail welcome package
□ Prepare workspace
□ Order equipment
□ Create accounts
□ Schedule meetings
□ Prepare materials
□ Notify team
□ Assigned to: ________________
□ Completed: ________________
First Day Schedule
□ 8:00 AM – Arrival and welcome
□ 8:30 AM – HR paperwork
□ 9:30 AM – Office tour
□ 10:00 AM – IT setup
□ 11:00 AM – Manager meeting
□ 12:00 PM – Team lunch
□ 1:30 PM – Benefits overview
□ 2:30 PM – Role overview
□ 3:30 PM – System training
□ 4:30 PM – Day 1 wrap-up
□ Notes: ________________
Required Documentation
□ I-9 verification □ Date: _______
□ W-4 form □ Date: _______
□ State tax forms □ Date: _______
□ Direct deposit □ Date: _______
□ Emergency contacts □ Date: _______
□ Benefits enrollment □ Date: _______
□ Policy acknowledgments □ Date: _______
□ Confidentiality agreement □ Date: _______
□ Handbook receipt □ Date: _______
□ Photo ID copy □ Date: _______
□ Professional licenses □ Date: _______
□ Other: ________________
Equipment & Access
□ Computer/Laptop □ Asset #: _______
□ Monitor(s) □ Asset #: _______
□ Phone □ Extension: _______
□ Mobile device □ Number: _______
□ Desk/Chair □ Location: _______
□ Keys/Access card □ #: _______
□ Parking pass □ #: _______
□ Name plate □ Ordered: _______
□ Business cards □ Ordered: _______
□ Office supplies □ Provided: _______
□ Other: ________________
System Access Checklist
□ Network login □ Username: _______
□ Email account □ Address: _______
□ Calendar access □ Setup: _______
□ Shared drives □ Permissions: _______
□ Database access □ Level: _______
□ Software licenses □ Assigned: _______
□ VPN access □ Configured: _______
□ Intranet access □ Granted: _______
□ Time tracking □ Login: _______
□ Other systems: ________________
Training Schedule
Week 1:
□ Company orientation □ Date: _______
□ Department overview □ Date: _______
□ Job training □ Date: _______
□ System training □ Date: _______
Week 2:
□ Product training □ Date: _______
□ Process training □ Date: _______
□ Compliance training □ Date: _______
□ Skills training □ Date: _______
Week 3-4:
□ Advanced training □ Date: _______
□ Shadowing □ Date: _______
□ Project assignment □ Date: _______
□ Additional: ________________
Milestone Reviews
□ End of Day 1 □ Date: _______
□ End of Week 1 □ Date: _______
□ 30-day review □ Date: _______
□ 60-day check-in □ Date: _______
□ 90-day review □ Date: _______
□ 6-month review □ Date: _______
□ Annual review □ Date: _______
□ Notes: ________________
Completion Confirmation
□ All tasks completed
□ Employee integrated successfully
□ Feedback collected
□ Documentation filed
□ Manager signature: ________________
□ HR signature: ________________
□ Employee signature: ________________
□ Date completed: ________________
How the Employee Onboarding Checklist Template works
Fill in company name, department, position, and employee details at top of template. Complete pre-arrival section 1 week before start date. Follow daily first-day schedule with specific times and activities. Track documentation with completion dates for accountability. Monitor equipment assignments with asset numbers. Schedule milestone reviews at days 1, 7, 30, 60, and 90. Get signatures to confirm completion.
Templated onboarding reduces preparation time by 85% while improving consistency dramatically. Companies using templates see 40% fewer onboarding errors and 33% faster time-to-productivity compared to ad-hoc approaches. Templates scale hiring from 1 person to 100 without additional HR staff. Consistent onboarding improves new hire experience and reduces manager workload significantly while ensuring nothing gets missed.
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