Workflow Templates: New Employee Onboarding Checklist

Prepare the new employee's work area with necessary equipment and supplies

Set up computer, email, and phone systems with appropriate access permissions

Arrange for appropriate security clearance and building access cards

Provide a tour of the office and introduce the new employee to the team

Review company policies, procedures, and culture

Complete necessary HR paperwork and documentation

Schedule training sessions for accounting software and tools specific to the organization

Assign a mentor or buddy for the first few weeks to assist with onboarding process

Outline the expectations and goals for the first 30, 60, and 90 days

Ensure the new employee is added to payroll and benefits systems

Provide access to internal communication channels and mailing lists

Brief on confidentiality agreements and data protection policies

Train on cybersecurity best practices and company-specific security protocols

Review procedures for reporting and addressing compliance or ethical concerns

Set up meetings with key team members and stakeholders

Involve the new employee in ongoing projects and meetings

Plan a team lunch or social event to facilitate informal bonding

New Employee Onboarding Checklist