Employee Onboarding


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This workflow was created by Nicole Legault, https://nlegault.ca

HUMAN RESOURCES

  • Where to go on day 1
  • Arrival time
  • Parking instructions
  • Dress code
  • Day 1 schedule
  • Official offer letter
  • Contract or work agreement
  • Tax forms
  • Health and benefits forms
  • Payroll forms
  • Work permits or visas
  • Additional documentation
  • 1 week
  • 30 day
  • 90 day
  • 6 month
  • 1 year
  • Pay schedule
  • Holidays
  • Sick leave
  • Vacation time
  • Dress code
  • Benefits
  • Employee purchase policy
  • Performance reviews
  • Mandatory compliance training

HIRING MANAGER

  • 1st month
  • 3 months
  • 6 months
  • 1 year
  • Hours of work and schedule
  • Company culture
  • Job expectations
  • Role and responsibilities
  • First project or assignment

IT/SECURITY

  • Web Security
  • Email
  • Password security tool (Okta, LastPass, etc.)
  • Messaging systems (Slack, Teams,etc.)
  • Company website and intranet
  • Company systems
  • Reset initial network password
  • Access the VPN
  • Get IT Support
  • Use printers and scanners

FACILITIES

  • Desk
  • Elevators/Stairs
  • Washrooms
  • Fire exits
  • Parking
  • Kitchen/Cafeteria
  • Meeting rooms

FINANCE

PEER MENTOR/BUDDY

The Ultimate Employee Onboarding Checklist

The employee onboarding process is a critical experience that shapes a new hires vision and expectations of their new job and workplace. It’s important that organizations make a good first impression and implement a thorough onboarding process.

This ultimate onboarding checklist covers onboarding tasks across multiple departments: Human Resources, IT/Security, Facilities, Hiring Managers, and more.

Nicole Legault

This workflow template was created by Nicole Legault, a bilingual instructional designer, e-learning developer, public speaker, and trainer based in Ottawa, Canada.

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