Appearance
Employee onboarding checklist
Template: Adapt to the employer's policies and applicable law. Store identity, tax, medical and bank details only in approved HR systems—not on this checklist.
| Field | Value |
|---|---|
| Employee identifier | [Internal ID — no sensitive identifiers] |
| Role / department | [Details] |
| Manager / HR contact | [Names] |
| Start date | [YYYY-MM-DD] |
| Work location | [Location or remote] |
Before day one
- [ ] Written offer and required approvals completed
- [ ] Role, reporting manager and start details confirmed
- [ ] Required hiring forms assigned through approved HR workflow
- [ ] Equipment and account access requested
- [ ] Orientation and first-week schedule prepared
- [ ] Accessibility or workplace support request route communicated
First day
- [ ] Welcome, team introductions and workplace orientation
- [ ] Account sign-in and multi-factor authentication set up
- [ ] Information security and acceptable-use expectations reviewed
- [ ] Time reporting, payroll schedule and benefit resources explained
- [ ] Required training assigned
First week / first month
- [ ] Role objectives and initial priorities reviewed
- [ ] Tools and permissions confirmed
- [ ] Job-related training completed or scheduled
- [ ] Employee questions and feedback collected
- [ ] 30-day check-in scheduled
Completion
| Task or exception | Owner | Due | Status |
|---|---|---|---|
| [Task] | [Role] | [Date] | [Open / Done] |
Manager confirmation: [Name and date]
HR confirmation: [Name and date]