Workflow Templates: Employee Onboarding Checklist

Send out welcome email with details about the first day

Prepare employee handbook and relevant policy documents

Set up work email and access to necessary software systems

Conduct office tour and introduce to the team

Review job description, expectations, and performance metrics

Complete necessary HR paperwork and tax forms

Schedule mandatory training sessions for company protocols and safety

Assign a mentor or buddy for the first few weeks

Provide schedule for ongoing training and professional development opportunities

Issue necessary equipment (laptop, phone, ID badge, etc.)

Provide login credentials and set up workstation

Ensure proper setup of communication tools and access to network resources

Review safety procedures and emergency exits

Complete any industry-specific compliance training

Verify all required licenses and certifications are up-to-date

Employee Onboarding Checklist