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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.

FieldValue
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 exceptionOwnerDueStatus
[Task][Role][Date][Open / Done]

Manager confirmation: [Name and date]

HR confirmation: [Name and date]

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