Onboarding checklist

1 Onboarding checklistThis Onboarding checklist will help ensure your new hires are set up for success in their new role, and will make sure you don t miss any critical steps. Be sure to begin the Onboarding process at least one week before your new employee s start signed job acceptanceConfirm start dateSend new employee welcome emailFirst engagement1 / 3 Tax forms ( , W-4 or W-9)Employment contractNon-disclosure, non-compete or other legal documentsEmployee handbookBenefits literatureJob descriptionPrepare new hire paperworkComputer (including keyboard, mouse, etc.)PhoneAccess to shared devices (printer, copier, fax machine, etc.)Mobile phone, tablet, or other additional job-specific devicesProcure devices and equipmentWiFi accessVoicemailEmailTime clock systemAccess to CRM, project management software, or other job-specific technologyPut in request for security clearance (if applicable)Add employee to relevant email distribution listsSet up accounts and create loginsReserve an office, cubicle or workstationEnsure space has a desk, chair or other necessary office furnitureProvide necessary office suppliesProvide a branded welcome kit (if applicable)

2 Set up workspaceGreet new employeeProvide card, badge or other security assetsPerform building tourIntroduce new hire to teamSend new hire announcement emailSchedule team lunchProvide training planFirst day2 / 33 / 3 Complete all remaining new hire paperworkDiscuss benefits and insurance plansReview employee handbookReview safety policiesReview technology policies and support processAssign a peer mentorOrientationObtain Onboarding feedbackSchedule one-week check-inSchedule 30-day check-inSchedule 60-day check-inSchedule 90-day check-inSchedule check-in pla