IC-New-Hire-Onboarding-Checklist-Template-Example_Google_Sheets

	B	C	D	E	F	G	H
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2	New Hire Onboarding Checklist Template Example			https://www.smartsheet.com/try-it?trp=8779&utm_source=template-google-sheet&utm_medium=content&utm_campaign=New+Hire+Onboarding+Checklist-google-sheet-8779&lpa=New+Hire+Onboarding+Checklist+google-sheet+8779
3	Name
4	Mateus Tobin
5	Job Title
6	Marketing Coordinator
7	Department
8	Marketing
9	Hiring Manager
10	Olivia Carter
11	Start Date
12	MM/DD/YY
13	Full Time / Part Time / Contract
14	Full time
15	Remote / In-Office Status
16	Hybrid (3 days in-office, 2 days remote)
17	Referral
18	Employee referral program
19
20	Preboarding Tasks
21	Task	Assigned To		Due Date	Status	Notes
22	Send welcome email	Human Resources		MM/DD/YY	Complete	Included first-day agenda
23	Sign offer letter	Employee		MM/DD/YY	Complete	Filed in the HR system
24	Complete HR forms	Employee		MM/DD/YY	Complete	W-4, I-9, Direct Deposit
25	Complete IT setup	IT		MM/DD/YY	Complete	Email, laptop, and software access granted
26	Assign buddy/mentor	Human Resources		MM/DD/YY	Complete	Paired with Alexandra Mattson (Sr Associate)
27	Share company handbook	Human Resources		MM/DD/YY		Sent via employee portal
28				MM/DD/YY
29				MM/DD/YY
30				MM/DD/YY
31				MM/DD/YY
32				MM/DD/YY
33
34	First Day Tasks
35	Task	Assigned To		Status		Notes
36	Complete office tour / Virtual welcome	Human Resources		Complete		Completed in a hybrid format
37	Meet hiring manager	Manager		Complete		Discussed role expectations
38	Set up IT security and tools	IT		Complete		Access to project management tools
39	Conduct team introduction	Manager		Complete		Introduced during the team meeting
40	Have first lunch (if in-office)	Manager		Complete		Informal welcome lunch
41				Complete
42				Complete
43				Complete
44				Complete
45				Complete
46				Complete
47
48	First Week Tasks
49	Task	Assigned To		Due Date	Status	Notes
50	Begin job training	Manager		MM/DD/YY	Complete	Started with onboarding modules
51	Do HR compliance training	Human Resources		MM/DD/YY	Complete	Completed DEI and safety training
52	Complete benefits enrollment	Employee		MM/DD/YY	Complete	Health, 401(k), and perks selected
53	Check in with buddy	Employee		MM/DD/YY	Complete	Discussed first-week experience
54	Check in with manager	Manager		MM/DD/YY	Complete	Reviewed initial impressions
55				MM/DD/YY
56				MM/DD/YY
57				MM/DD/YY
58				MM/DD/YY
59				MM/DD/YY
60				MM/DD/YY
61
62	First 30/60/90 Days
63	Milestone	Task	Assigned To		Due Date	Status	Notes
64	30 days	Performance check-in	Manager		MM/DD/YY	Complete	Received positive feedback
65	30 days	Training progress review	Employee		MM/DD/YY	Complete	Completed core modules
66	30 days	Team integration check	Manager		MM/DD/YY	Complete	Fully engaged with the team
67	30 days	Employee self-assessment	Employee		MM/DD/YY	Complete	Shared feedback with HR
68	60 days	Advanced job training	HR/Manager		MM/DD/YY	Complete	Marketing software training
69	60 days	Expanded responsibilities	Manager		MM/DD/YY	Complete	Assigned a marketing campaign
70	60 days	Peer feedback session	Human Resources		MM/DD/YY	Complete	Positive feedback
71	60 days	Well-being and engagement survey	Human Resources		MM/DD/YY	Complete	Reported high job satisfaction
72	90 days	Final performance review	Manager		MM/DD/YY	Complete	Exceeded expectations
73	90 days	Career path discussion	Manager		MM/DD/YY	Complete	Set future growth goals
74	90 days	Final onboarding feedback	Employee		MM/DD/YY	Complete	Suggested improvements
75	90 days	Official onboarding completion	Human Resources		MM/DD/YY	Complete	Transitioned to full productivity
76					MM/DD/YY	Complete
77					MM/DD/YY	Complete
78
79	Required Documents
80	Document	Submitted?	Notes
81	W-4 form	No	Required for payroll
82	I-9 form	Yes	Employment eligibility verified
83	Direct deposit form	Yes	Bank account setup is complete
84	Confidentiality agreement	Yes	Signed and filed
85	Handbook agreement	Yes	Acknowledged and signed
86
87	Feedback
88	Question		Employee Response
89	What was the most helpful part of onboarding?		Clear structure and regular check-ins.
90	What could be improved?		More interactive training sessions.
91	Do you feel confident in your role?		Yes
92	Additional comments		I'm excited to contribute and grow with this team!
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95
96	CLICK HERE TO CREATE IN SMARTSHEET
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