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Employee onboarding checklist

These checklists come with prefilled example text that addresses key events in the onboarding process. Customize the templates with the action items unique to your onboarding program, and use them to deliver improved experiences for new employees.

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Table of contents

Pre-onboarding checklist

First-day onboarding checklist

30-day onboarding checklist

60-day onboarding checklist

Customer service onboarding checklist

Internal support software checklist

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Pre-onboarding checklist

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Name	[Employee name]	Start date	[mm/dd/yyyy]
Position	[Job title]	Manager	[Manager name]

EMPLOYEE ONBOARDING CHECKLISTS

Action items	Status	Date completed
Send a company-wide announcement introducing the new employee’s name, position, and start date.	In progress Complete	[mm/dd/yyyy]
Message the new employee’s manager: Confirm the manager is prepared for the new hire’s arrival Confirm the new employee’s workstation will be ready	In progress Complete	[mm/dd/yyyy]
Open IT support ticket: Request the necessary equipment Request the necessary account access	In progress Complete	[mm/dd/yyyy]
Send the new employee a welcome email: Attach HR paperwork (employment contract, W-4, employee handbook) Identify the due date Share passwords Identify the start date, time, and dress code Identify who the new employee will report to	In progress Complete	[mm/dd/yyyy]
Confirm receipt of the new employee’s HR paperwork.	In progress Complete	[mm/dd/yyyy]

X

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First-day onboarding checklist

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Name	[Employee name]	Start date	[mm/dd/yyyy]
Position	[Job title]	Manager	[Manager name]

EMPLOYEE ONBOARDING CHECKLISTS

Action items	Status	Date completed
Greet the new employee at the front office.	In progress Complete	[mm/dd/yyyy]
Conduct a tour of the workplace: Identify key departments Identify the breakroom Identify the bathroom Identify entrances	In progress Complete	[mm/dd/yyyy]
Introduce the new employee to their department.	In progress Complete	[mm/dd/yyyy]
Introduce the new employee to their mentor.	In progress Complete	[mm/dd/yyyy]
Confirm the new employee can access all necessary accounts.	In progress Complete	[mm/dd/yyyy]
Assign the new employee orientation courses.	In progress Complete	[mm/dd/yyyy]

X

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30-day onboarding checklist

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Name	[Employee name]	Start date	[mm/dd/yyyy]
Position	[Job title]	Manager	[Manager name]

EMPLOYEE ONBOARDING CHECKLISTS

Action items	Status	Date completed
Confirm that the employee has completed orientation courses.	In progress Complete	[mm/dd/yyyy]
Conduct a meeting with the new employee’s manager.	In progress Complete	[mm/dd/yyyy]
Conduct a meeting with new employee: Ask about their relationship with their manager, coworkers, and mentor Establish performance goals	In progress Complete	[mm/dd/yyyy]
Send the 30-day onboarding survey.	In progress Complete	[mm/dd/yyyy]
Review the 30-day onboarding survey.	In progress Complete	[mm/dd/yyyy]

X

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60-day onboarding checklist

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Name	[Employee name]	Start date	[mm/dd/yyyy]
Position	[Job title]	Manager	[Manager name]

EMPLOYEE ONBOARDING CHECKLISTS

Action items	Status	Date completed
Conduct a meeting with the new employee’s manager.	In progress Complete	[mm/dd/yyyy]
Conduct a meeting with new employee: Ask about their relationship with their manager, coworkers, and mentor Review performance goal progress	In progress Complete	[mm/dd/yyyy]
Assign task with minimal supervision.	In progress Complete	[mm/dd/yyyy]
Send the 60-day onboarding survey.	In progress Complete	[mm/dd/yyyy]
Review the 60-day onboarding survey.	In progress Complete	[mm/dd/yyyy]

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Customer service onboarding checklist

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Name	[Employee name]	Start date	[mm/dd/yyyy]
Position	[Job title]	Manager	[Manager name]

EMPLOYEE ONBOARDING CHECKLISTS

Action items	Status	Date completed
Assign introductory training modules: Department processes Data privacy and security protocols	In progress Complete	[mm/dd/yyyy]
Outline the customer journey: Identify customer personas Identify products	In progress Complete	[mm/dd/yyyy]
Explain key performance indicators: CSAT First contact resolution rate First response time	In progress Complete	[mm/dd/yyyy]
Introduce the new employee to their mentor.	In progress Complete	[mm/dd/yyyy]
Conduct training workshop: Review soft skills Review customer transcripts Perform role-playing exercises	In progress Complete	[mm/dd/yyyy]

X

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Internal support software checklist

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Audit performed by:	[Name]	Date performed:	[mm/dd/yyyy]

EMPLOYEE ONBOARDING CHECKLISTS

Tech stack	Status	Integrates with:
Internal ticketing system Name of provider: [Provider name]	Have Need Replace	[Help center]
Video and messaging software Name of provider: [Provider name]	Have Need Replace	[Help center]
AI tools and chatbots Name of provider(s): [Provider name]	Have Need Replace	[Help center]
Approvals Name of provider: [Provider name]	Have Need Replace	[Help center]
Workflow and tasks Name of provider: [Provider name]	Have Need Replace	[Help center]

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Internal support software checklist

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Audit performed by:	[Name]	Date performed:	[mm/dd/yyyy]

EMPLOYEE ONBOARDING CHECKLISTS

Tech stack	Status	Integrates with:
Integrations to HRIS Name of provider(s): [Provider name]	Have Need Replace	[Employee portal]
Asset management Name of provider: [Provider name]	Have Need Replace	[Knowledge base]
Internal knowledge base Name of provider: [Provider name]	Have Need Replace	[Help center]
Employee feedback software Name of provider: [Provider name]	Have Need Replace	[Help center]
Employee analytics software Name of provider: [Provider name]	Have Need Replace	[Employee feedback software] [Internal knowledge base]

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