EMPLOYEE ONBOARDING CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-START PAPERWORK & BACKGROUND CHECKS ---
[ ] Offer Acceptance Date
[ ] Offer Details/Summary
[ ] Background Check Vendor (Vendor A, Vendor B, Internal Team)
[ ] Copy of Driver's License (if applicable)
[ ] Copy of Social Security Card (if applicable)
[ ] I-9 Verification Status (Completed, Pending, Not Started)
[ ] Employee Signature (Offer Acceptance)

--- FIRST DAY WELCOME & LOGISTICS ---
[ ] New Employee Name
[ ] Start Date
[ ] Scheduled Arrival Time
[ ] Workstation Location
[ ] Welcome Message (to be displayed)
[ ] Welcome Package Items (check all that apply) (Company Swag, Employee Handbook, Department Contacts List, Parking Pass, Welcome Letter)
[ ] Manager Signature (Confirmation of Welcome)

--- IT & SYSTEMS ACCESS ---
[ ] Employee Username
[ ] Temporary Password (Provided)
[ ] Laptop Asset Tag Number
[ ] Operating System (Windows, macOS, Linux)
[ ] Software Access Granted (Microsoft Office, Adobe Creative Cloud, Salesforce, VPN Access)
[ ] Email Account Creation Date
[ ] Special Software Installation Notes

--- HR & POLICY REVIEW ---
[ ] I-9 Form Verification Status (Completed & Verified, In Progress, Not Started)
[ ] W-4 Form Verification Status (Completed, Not Started)
[ ] Employee Handbook Acknowledgement (Acknowledged, Not Acknowledged)
[ ] Benefits Enrollment Deadline
[ ] Summary of Key Policy Discussions
[ ] Employee Signature - Policy Acknowledgement

--- DEPARTMENT & TEAM INTRODUCTION ---
[ ] Team Introductions - Brief Description
[ ] Introduced to Manager? (Yes, No)
[ ] Introduced to Direct Team Members? (Yes, No)
[ ] Introduced to Key Stakeholders (Select all that apply) (Marketing, Sales, Finance, Engineering, Customer Support)
[ ] Date of Team Introductions
[ ] Notes on Introductions - Any observations or feedback?

--- TRAINING & DEVELOPMENT - INITIAL PHASE ---
[ ] Mandatory Compliance Training Completed? (Yes, No, In Progress)
[ ] Summary of Initial Role-Specific Training Received
[ ] Date of Initial Software Training
[ ] Topics Covered in Initial Training (Select all that apply) (Company Culture, Product Overview, Department Procedures, Software Tutorials, Security Protocols)
[ ] Number of Training Hours Completed
[ ] Trainer Feedback & Notes

--- 30-DAY CHECK-IN ---
[ ] Overall Impression of Role Fit (Excellent, Good, Fair, Needs Improvement)
[ ] Key Accomplishments in First 30 Days
[ ] Challenges Encountered & Support Needed
[ ] Estimated Workload – Comfortable, Overwhelmed, or Underutilized (1-5)
[ ] Understanding of Company Culture (Very Clear, Clear, Somewhat Clear, Not Clear)
[ ] Next Performance Check-in Date

--- 90-DAY REVIEW & GOAL SETTING ---
[ ] Review Date
[ ] Overall Performance Summary
[ ] Strengths Observed
[ ] Areas for Improvement
[ ] Specific Goals for Next 90 Days
[ ] Goal Completion Percentage Target (e.g., 80%)
[ ] Employee's Self-Assessment of Performance (Exceeds Expectations, Meets Expectations, Needs Improvement)
[ ] Employee Signature
[ ] Manager Signature

--- ONGOING SUPPORT & RESOURCES ---
[ ] Notes on ongoing check-in frequency & style
[ ] Available Resources (check all that apply) (Mentorship Program, Internal Knowledge Base, Training Modules, Employee Assistance Program (EAP), Performance Review Platform)
[ ] Next Performance Review Date
[ ] Contact Person for Ongoing Support
[ ] Employee Satisfaction - Initial Feedback (Optional) (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)

--- END OF TEMPLATE ---
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