Onboarding checklist template

	A	B	C	D	E	F	H
1	The welcome email checklist	Status	Person 1	Person 2	Person 3	Person 4	MAKE A COPY OF THIS DOC IF YOU WANT TO EDIT IT
2	Warmly welcome them to the team	In Progress					You can change alternating colors for the blocks and colors for status elements under Format tab.
3	Include the starting date, time and location	Complete
4	Provide the phone number and email of their contact person	On Hold
5	Provide a list of the documents they should bring	Alert
6	Include schedule breakdown of their first day	N/A
7	Explain the dress code, if there is one
8	Attach your company informational documents
9	Send an email to your new employee
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11	Pre-onboarding checklist	Status	Person 1	Person 2	Person 3	Person 4
12	Send out a company-wide email announcing the new hire, with their name and position
13	Announce their start date, and which office they will be working from
14	If possible, inform coworkers of the time and place for a meet-and-greet
15	Make sure that the head of their department is prepared for the new arrival
16	Define where the new employee’s workstation will be
17	Order all necessary equipment
18	Create their accounts in the HR system
19	Create accounts, email, and other needed accounts for the new employee (prepare a full list of all services)
20	Order security cards and keys
21	Prepare a welcome package and place it on the workstation if possible
22	Prepare HR related documents
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24	First day checklist	Status	Person 1	Person 2	Person 3	Person 4
25	Be sure to greet the new employee at the door
26	Introduce the new employee to their colleagues and department
27	Show the new employee their workstation
28	Organize a work tour. Hit the essentials: entrances, restrooms, kitchen, common room
29	Introduce the new employee’s onboarding buddy
30	Ensure that they can log in to their station and all equipment is working properly
31	Provide access to the learning environment, if you have one
32	Provide all essential information, including guides, and rules
33	Check that all credentials and accesses work
34	Arrange a meeting with an employee supervisor
35	Set up a welcome lunch with the new employee and their team
36	If possible, have a one-to-one meeting at the end of the day
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38	First week checklist	Status	Person 1	Person 2	Person 3	Person 4
39	Organise a welcome coffee if possible
40	Provide access and inform them where to find company policies
41	Check that the employee has had meetings with the department head, and all key people to their role
42	Check short term goals have been set
43	Check that all equipment and software needs are met
44	Instruct the new employee about security and fire measures
45	Plan additional training if needed
46	Organize and invite the new employee to participate in team-building activities
47	Set a one-to-one meeting at the end of the week
48	Add a new employee to the birthdays’ list to not miss it
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50	First month checklist	Status	Person 1	Person 2	Person 3	Person 4
51	Create and send a first month onboarding survey
52	Set a meeting with the department head about the employee’s progress
53	Set a one-to-one meeting with the employee at the end of the month
54	Check the employee’s feelings about the job
55	Invite the new employee to participate in activities for team members
56	Plan and schedule a three month and six month survey for the employee
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