New Employee Checklist Builder

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1	Note: To edit this document for your organization, just select “File” and then “Make a copy...".
2	CHECKLIST ITEM		RESPONSIBILITY				STATUS
3			HR Action	Manager Action	Employee Action	IT Action

4	Employee Information
5	Full name				X		Complete
6	Title				X		Incomplete
7	ID number				X		Not Applicable
8	Profile photo				X
9	Alternative email				X
10	Cellphone number				X
11	Emergency contacts				X
12	Forms and Documents
13	Signed Copies:		X
14		Terms & conditions of employment	X
15		Offer of employment	X
16	Forms for completion:		X
17		Direct deposit form	X
18		W-4 form	X
19		I-9 form	X
20		Benefits enrollment form	X
21		Insurance enrollment form	X
22	Company policies and procedures:		X
23		Confidentiality	X
24		Leave	X
25		Termination of employment	X
26		Health and safety	X
27		Security	X
28		Visitors	X
29		Internet and phone rules of usage	X
30		Overtime	X
31		Dress code	X
32		Conduct and disciplinary procedures	X
33		Grievance procedures	X
34		Performance standards and reviews	X
35	Employee handbook		X
36	Job description		X
37	Welcome and Introductions
38	Welcome email			X
39	New team member announcement			X
40	Team introductions			X
41	Office Access and Navigation
42	Building access card		X
43	Parking access card		X
44	Office map		X
45	Office tour:
46		Restrooms		X
47		Parking		X
48		Copy room		X
49		Cafeteria		X
50		Printers		X
51		Supply room		X
52		HR		X
53		Kitchen		X
54		Coffee station		X
55		Emergency exits		X
56		Meeting rooms		X
57	Workstation Setup
58	Hardware:
59		Laptop				X
60		Laptop stand				X
61		Desktop computer				X
62		Desktop screen				X
63		Cables				X
64		Plugs				X
65		Telephone				X
66		Printer				X
67		Mouse				X
68		Keyboard				X
69	Stationery:
70		Pens	X
71		Pencils	X
72		Notebook	X
73		Sticky notes	X
74		Stapler	X
75		Calendar	X
76		Paper clips	X
77	Desk chair		X
78	Desk		X
79	Telephone directory		X
80	Voicemail setup				X
81	Intranet access					X
82	Printer access					X
83	Wifi login					X
84	Software and Applications
85	Software installations:
86		Microsoft Office/Office for Mac				X
87		Time tracking				X
88		Antivirus				X
89		Design software				X
90		Video editing software				X
91		Videoconferencing				X
92	Online application access:
93		Research databases (e.g. Emerald Insight)				X
94		Productivity tools (e.g. Asana)				X
95		Communication apps (e.g. Slack)				X
96		CRM tools (e.g. HubSpot)				X
97		HR tools (e.g. BambooHR)				X
98		Learning Management Systems				X
99		Collaboration tools (e.g. Google Drive)				X
100		Analytics tools (e.g. Tableau)				X