New Employee Checklist
New hire success starts before day one. This essential checklist covers 70+ pre-arrival through first-week tasks ensuring smooth integration. Includes workspace preparation, equipment setup, system access configuration, documentation processing, orientation activities, and team integration. Companies without new hire checklists experience 20% higher early turnover and 30% slower time-to-productivity. Average setup time: 8-12 hours spread across departments. Coordinate HR (paperwork, benefits), IT (accounts, devices), facilities (workspace), and managers (training plan). Track completion rates above 95% for best results.
Pre-Arrival Setup
□ Confirm start date and time
□ Send welcome email with details
□ Prepare workspace assignment
□ Order computer and equipment
□ Create building access credentials
□ Set up phone extension
□ Prepare employee handbook
□ Create name plate and business cards
□ Arrange parking or transit pass
□ Schedule first-week meetings
□ Assign onboarding buddy
□ Prepare welcome package
First Day Documentation
□ Verify identity documents
□ Complete I-9 Form
□ Process tax withholding forms
□ Enroll in health insurance
□ Set up retirement plan
□ Complete beneficiary forms
□ Sign confidentiality agreement
□ Review and sign policies
□ Complete emergency contacts
□ Process direct deposit
□ Issue employee ID
□ Take professional photo
Workspace & Equipment
□ Show assigned workspace
□ Provide desk supplies
□ Set up computer/laptop
□ Configure monitors
□ Provide keyboard and mouse
□ Set up desk phone
□ Adjust chair and desk
□ Provide filing supplies
□ Show supply storage
□ Explain equipment policies
□ Provide headset if needed
□ Set up printer access
System Access Setup
□ Create network login
□ Set up email account
□ Configure calendar
□ Grant file share access
□ Set up chat/messaging apps
□ Provide software licenses
□ Configure VPN if remote
□ Set up timesheet system
□ Grant database access
□ Configure phone system
□ Set up web applications
□ Enable security protocols
Orientation & Training
□ Conduct office tour
□ Explain emergency procedures
□ Review company mission/values
□ Introduce team members
□ Explain organization structure
□ Review job responsibilities
□ Set performance expectations
□ Schedule training sessions
□ Provide learning resources
□ Explain policies and procedures
□ Discuss company culture
□ Set development goals
Integration Activities
□ Schedule team lunch
□ Arrange department meetings
□ Set up mentor sessions
□ Plan shadow opportunities
□ Include in team meetings
□ Add to project teams
□ Introduce to stakeholders
□ Join relevant committees
□ Include in social events
□ Add to communication channels
□ Share team calendars
□ Connect with peers
First Week Milestones
□ Complete all paperwork
□ Finish IT setup
□ Attend orientation sessions
□ Meet all team members
□ Understand basic job duties
□ Know how to get help
□ Access all needed systems
□ Complete required training
□ Establish work routine
□ Set up workspace fully
□ Understand expectations
□ Schedule ongoing check-ins
How the New Employee Checklist works
Begin 1-2 weeks before start: prepare workspace, order computer and supplies, create accounts, schedule meetings. Day one priority: complete I-9 verification and tax forms within legal deadlines, set up workstation, conduct office tour, make team introductions, review emergency procedures. First week covers orientation sessions, system training, initial assignments, daily manager check-ins, and team integration activities. Use checklist software to automate tasks and track progress.
Disorganized first days cause 16% of new hires to quit immediately. Missing equipment or access delays productivity by 2-4 days, costing $1,000-$2,000 per employee in lost output. Incomplete documentation creates I-9 compliance risks (fines: $234-$2,332 per violation). This checklist ensures new hires feel welcomed, have tools to s\ucceed, and understand expectations from day one. Companies using new hire checklists report 25% faster time-to-productivity and 50% higher first-year retention.
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