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Employee Onboarding Checklist
Pre-Employment Preparation
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
First Day Essentials
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
Initial Training and Onboarding
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
Compliance and Security
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