Workflow Templates: employee onboarding checklist

Collect signed offer letter

Verify background check completion

Ensure all tax forms are submitted

Obtain signed confidentiality agreement

Submit employee details for system access

Welcome meeting with HR

Provide office tour and introduce to team

Issue company ID and access card

Review employee handbook

Set up workstation and IT equipment

Schedule training sessions with department mentor

Review role-specific compliance requirements

Provide access to necessary software and tools

Discuss role expectations and key performance indicators

Arrange shadowing opportunities with experienced colleagues

Explain health insurance options and enrollment deadlines

Review retirement savings plans

Discuss employee wellness programs

Provide information on company stock options

Ensure completion of benefits enrollment forms

Schedule regular check-ins with manager

Assign a peer mentor for guidance

Set up access to employee support resources

Provide information on company culture initiatives

Collect initial feedback on onboarding process

employee onboarding checklist