New Hire Onboarding Checklist Template
Track every new hire onboarding task with this fillable template. Includes employee information fields, pre-arrival checklist (10 tasks), first day schedule (9 time-blocked activities), required documentation (12 forms), equipment tracking (10 items), system access (10 systems), and milestone reviews at 1, 30, 60, 90 days. Designed for printing or digital completion. Space for dates, signatures, and notes throughout. Works for any company size or industry.
Employee Information
□ Full name: _______________
□ Preferred name: _______________
□ Start date: _______________
□ Position: _______________
□ Department: _______________
□ Manager: _______________
□ Location: _______________
□ Employment type: _______________
□ Salary/Wage: _______________
□ Employee ID: _______________
Pre-Arrival Checklist (Complete by: _______)
□ Send offer letter □ Sent: _______
□ Background check □ Complete: _______
□ Reference checks □ Complete: _______
□ Send welcome email □ Sent: _______
□ Order equipment □ Ordered: _______
□ Set up workspace □ Ready: _______
□ Create accounts □ Created: _______
□ Schedule orientation □ Date: _______
□ Assign buddy □ Name: _______
□ Prepare materials □ Ready: _______
First Day Tasks
□ Time: _____ – Reception greeting
□ Time: _____ – HR paperwork
□ Time: _____ – Office tour
□ Time: _____ – IT setup
□ Time: _____ – Manager meeting
□ Time: _____ – Team lunch
□ Time: _____ – Workspace setup
□ Time: _____ – Initial training
□ Time: _____ – End of day check-in
Required Forms (Due: _______)
□ I-9 Form □ Complete: _______
□ W-4 Form □ Complete: _______
□ State tax forms □ Complete: _______
□ Direct deposit □ Complete: _______
□ Benefits enrollment □ Complete: _______
□ Emergency contacts □ Complete: _______
□ Handbook acknowledgment □ Signed: _______
□ Confidentiality agreement □ Signed: _______
□ Policy acknowledgments □ Signed: _______
Equipment Checklist
□ Computer □ Serial #: _______
□ Monitor □ Serial #: _______
□ Phone □ Extension: _______
□ Mobile device □ Number: _______
□ Access badge □ ID #: _______
□ Keys □ Issued: _______
□ Parking pass □ #: _______
□ Other: _______________
System Access
□ Network login □ Username: _______
□ Email □ Address: _______
□ Calendar □ Access granted: _______
□ Intranet □ Access granted: _______
□ Shared drives □ Permissions set: _______
□ Software □ Licenses assigned: _______
□ Databases □ Access level: _______
□ Other systems: _______________
Training Schedule
Week 1:
□ Date: _____ – Company orientation
□ Date: _____ – Department overview
□ Date: _____ – Role training
□ Date: _____ – System training
Week 2:
□ Date: _____ – Product training
□ Date: _____ – Process training
□ Date: _____ – Compliance training
Week 3-4:
□ Date: _____ – Advanced training
□ Date: _____ – Shadowing
□ Date: _____ – Independent work
Key Meetings
□ Date: _____ – HR orientation
□ Date: _____ – Manager 1-on-1
□ Date: _____ – Team meeting
□ Date: _____ – Stakeholder intros
□ Date: _____ – Department meeting
□ Date: _____ – Mentor meeting
Milestones & Reviews
□ End of Day 1 □ Date: _____ □ Complete: _____
□ End of Week 1 □ Date: _____ □ Complete: _____
□ 30-day review □ Date: _____ □ Complete: _____
□ 60-day check □ Date: _____ □ Complete: _____
□ 90-day review □ Date: _____ □ Complete: _____
□ 6-month review □ Date: _____ □ Complete: _____
Notes & Comments
Completion Sign-off
□ Employee signature: _______________ Date: _____
□ Manager signature: _______________ Date: _____
□ HR signature: _______________ Date: _____
How the New Hire Onboarding Checklist Template works
Fill in employee details at top. Complete pre-arrival section 5 days before start. Use first day schedule to plan hour-by-hour activities. Track all documentation completion with dates. Log equipment serial numbers and access credentials. Schedule and document all milestone reviews. Collect signatures from employee, manager, and HR upon completion.
Incomplete onboarding creates compliance risks with I-9, tax forms. Missing equipment tracking loses assets worth $2,000+ per employee. Undocumented access becomes security gap. Skipped milestone reviews miss performance issues early. Template creates accountability, ensures legal compliance, and provides audit trail for HR.
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