Free Checklist Templates

Send welcome email to new hire including...

Complete the background check

Add new hire to HRIS/Personnel systems

Prepare forms and documents

Provide employee handbook

Provide benefits information

Announce new hire and start date

Schedule a first day check in with HR

Schedule orientation

Schedule team lunch

Schedule lunch with CEO

Schedule check-in meetings

Provide new hire information about

Assign a peer mentor

Send a welcome email

Introduce to the team

Introduce to stakeholders and key contacts

Schedule one-on-ones

Prepare training schedule

Set goals for new hire

Schedule day 1 meeting and discuss

Order any required IT hardware

Create Active Directory User ID

Create email account

Provide access to shared networks

Provide security system access (physical and virtual)

Provide access to distribution lists

Provide access to databases

Provide access to company system

Provide access to company accounts

Setup and configure computer

Deliver IT equipment (remote)

Setup and configure office phone

Setup and configure mobile device

Provide login credentials

Provide training on

Provide instructions to

Schedule a first day IT check in with new hire

Order company swag

Setup desk and workspace

Take employee photo

Create security ID badge

Create biometrics

Create parking pass

Provide tour of office

Add new hire to payroll

Provide training on how to submit expenses

Send welcome email to new hire

Schedule day 1 meeting

Schedule week 1 meeting

Schedule month 1 meeting

Schedule month 2 meeting

Complete new hire paperwork

Provide employee with ID badge

Schedule orientation

Order office supplies

Set up computer access

Provide employee with company email address

Discuss company policies

Schedule training sessions

Complete tax paperwork

Provide employee manual

Set up direct deposit

Schedule safety/security training

Provide employee with appropriate uniform/clothing

Provide employee with parking pass

Connect employee with a mentor

Schedule performance reviews

Greeting

Background Check

Employment Agreement

Job Description

Personal Information

Emergency Contact Information

Tax Forms

Bank Details

Company Policies

Security Protocols

Workplace Procedures

Workplace Technology

Work Station

Equipment

Supplies

Email Setup

Phone Setup

Team Communication

On-the-job Training

Online Training

Classroom Training

Signature of Documents

Finalizing Paperwork

Welcome Gift/Card

Name

Job title

Start date

Contact information

Emergency contact information

Bank account details

Verify identity

Verify professional credentials

Verify criminal background

Set up employee record

Create user account

Provide employee handbook

Provide access to online training

Assign workspace

Provide IT equipment

Schedule benefits enrollment

Review Privacy and Security Policies

Review Anti-Money Laundering (AML) Policies

Review Fair Lending Policies

Review Bank Secrecy Act (BSA) Policies

Introduce employee to team

Introduce employee to company culture

Provide organizational information

Provide job-specific training

Set performance goals

Discuss performance expectations

Discuss career development plans

Collect and review employee documents such as identification and tax information.

Send employee onboarding materials, such as policies and manual.

Create an employee file and enter employee information into the HR system.

Provide a tour of the office and introduce the employee to team members.

Provide a computer and office equipment for the employee to use.

Review company policies and procedures with the employee.

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

Create new employee's personnel file

Issue welcome letter and employment offer

Ensure employee completes necessary paperwork

Collect any required documents such as Social Security card, driver's license, and passport

Assign a workspace

Set up IT access and accounts

Schedule orientation and training

Introduce new employee to team and colleagues

Update employee handbook

Collect any necessary COBRA requirements

Ensure new hire is enrolled in benefit plans

Update pay and tax information

Ensure compliance with relevant laws and regulations

Schedule follow-up meetings with HR and supervisor

Complete I-9 form

File W-4 form

Obtain driver's license, if necessary

Provide proof of right to work in the US

Enroll in health insurance

Enroll in retirement plan

Enroll in flexible spending accounts

Complete direct deposit information

Provide company overview

Explain job responsibilities

Assign workspace

Provide necessary equipment

Provide safety training

Provide access to company resources

Provide job-specific training

Provide computer access and training

Provide customer service training

Provide product and procedure training

Provide leadership and communication training

Background check

Drug screening

Reference check

Authorization forms signed

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Email setup

Computer access setup

Training on software

Access to internal systems

Send a welcome email wishing the new hires all the best with their new career at your organization.

Conduct an online meeting to give an overview of the organization, how it started, where it is heading, the culture, organizational chart, work ethics, as well as the HR policies and procedures.

Give a virtual tour of your office showcasing the facilities available to the new hires when physical work resumes.

Schedule a video conference to introduce the new hires to their team members.

Bonus tip: Make sure to allow quality time for the new hires to speak and connect with their colleagues.

Arrange a one-to-one session with the immediate supervisor and the HR Manager.

Bonus tip: The initial meeting could focus on understanding the new hires better so that the orientation program could be customized to enhance its effectiveness.

Review the onboarding schedule with the new hires to ensure they are prepared for it.

Discuss the career objectives, communication preferences, working styles, and the challenges faced by the new hires.

Explain the sources of support available to the new employees to perform their job successfully along with their contact details.

Clearly explain the tasks, duties, and responsibilities of the remote work position.

Introduce the first assignment and give them a chance to attempt simple tasks.

Bonus tip: Start with simple assignments and go over them step by step. This will make them more doable and interesting, thereby uplifting the confidence of the new hires.

Communicate precisely what your organization expects from the new hires.

Commence the online training sessions to enhance job-related knowledge and skills.

Bonus tip: You can get different organizational members to conduct the training so that the new employees would not get bored. This would also grant the new hires an opportunity to meet and interact with different employees.

Provide specific tasks to complete at the end of each training program with the opportunity to receive feedback from the trainer.

Assign work to the new hires with deadlines to complete.

Provide a comprehensive and precise overview of the performance review process including the measurement criteria and the Key Performance Indicators (KPIs).

Assign a mentor to support the new hires with job-related tasks and to address any challenges they might face in adjusting to the organization.

Devise a networking plan that matches the personality of the remote employees. Below are some ideas that you can consider.

An in-person event with the team such as a dinner, or a coffee out.

Virtual team-building games.

Job rotation across departments.

Have regular manager check-in meetings to examine and assess the new hires’ job fit and organizational fit.

Communicate the impact that new hire’s responsibilities have on the organizational outcomes.

Have a formal interview to provide constructive feedback to the new hires and to review the performance objectives.