Workflow Templates: Employee Onboarding Checklist

Verify background checks and references

Prepare employment contract and offer letter

Set up new hire in HR system

Schedule orientation and training sessions

Prepare welcome package and company materials

Greet and introduce new hire to team

Provide office tour and workplace guidelines

Issue employee ID, access cards, and keys

Set up workstation and necessary equipment

Review company policies and employee handbook

Conduct role-specific training sessions

Introduce to key company software and tools

Set up meetings with department heads

Outline job responsibilities and performance expectations

Schedule regular check-ins with manager and mentor

Complete mandatory compliance training

Review data protection and privacy policies

Set up multi-factor authentication

Explain cybersecurity protocols and best practices

Ensure understanding of financial regulations and standards

Employee Onboarding Checklist