Workflow Templates and Software for teams in Marketing, IT, Property Management, Restaurants, and more

Employee Onboarding

HUMAN RESOURCES

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

HIRING MANAGER

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

IT/SECURITY

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

FACILITIES

Order company swag

Setup desk and workspace

Take employee photo

Create security ID badge

Create biometrics

Create parking pass

Provide tour of office

FINANCE

Add new hire to payroll

Provide training on how to submit expenses

PEER MENTOR/BUDDY

Send welcome email to new hire

Schedule day 1 meeting

Schedule week 1 meeting

Schedule month 1 meeting

Schedule month 2 meeting

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Employee Onboarding Checklist

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

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Employee Onboarding Checklist

Introduction

Greeting

Background Check

Employment Agreement

Job Description

Employee Details

Personal Information

Emergency Contact Information

Tax Forms

Bank Details

Employee Orientation

Company Policies

Security Protocols

Workplace Procedures

Workplace Technology

Office Setup

Work Station

Equipment

Supplies

Communication

Email Setup

Phone Setup

Team Communication

Training

On-the-job Training

Online Training

Classroom Training

Final Steps

Signature of Documents

Finalizing Paperwork

Welcome Gift/Card

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Employee Onboarding Checklist

New Hire Personal Information

Name

Job title

Start date

Contact information

Emergency contact information

Bank account details

Background Check

Verify identity

Verify professional credentials

Verify criminal background

HR Onboarding

Set up employee record

Create user account

Provide employee handbook

Provide access to online training

Assign workspace

Provide IT equipment

Schedule benefits enrollment

Compliance

Review Privacy and Security Policies

Review Anti-Money Laundering (AML) Policies

Review Fair Lending Policies

Review Bank Secrecy Act (BSA) Policies

Orientation

Introduce employee to team

Introduce employee to company culture

Provide organizational information

Provide job-specific training

Performance Review

Set performance goals

Discuss performance expectations

Discuss career development plans

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Employee Onboarding Checklist

Pre-Onboarding

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.

Onboarding Day

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.

Post-Onboarding

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

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Employee Onboarding Checklist

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

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Employee Onboarding

Documentation

Complete I-9 form

File W-4 form

Obtain driver's license, if necessary

Provide proof of right to work in the US

Benefits

Enroll in health insurance

Enroll in retirement plan

Enroll in flexible spending accounts

Complete direct deposit information

Orientation

Provide company overview

Explain job responsibilities

Assign workspace

Provide necessary equipment

Provide safety training

Provide access to company resources

Training

Provide job-specific training

Provide computer access and training

Provide customer service training

Provide product and procedure training

Provide leadership and communication training

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Employee Onboarding Checklist

Pre-Employment

Background check

Drug screening

Reference check

Authorization forms signed

Onboarding

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Benefits

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Technology

Email setup

Computer access setup

Training on software

Access to internal systems

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Employee Onboarding Checklist

Pre-Onboarding

Send out the offer letter and employment contract

Collect necessary personal and tax information

Prepare work schedule and inform the new hire about their first day

First Day Orientation

Provide a tour of the restaurant, including kitchen, dining area, and back office

Introduce the new employee to the team and assign a mentor or buddy

Review restaurant policies, safety procedures, and hygiene standards

Training and Development

Schedule and conduct initial training sessions on customer service, menu items, and POS system

Enroll the new hire in any required certification programs, like food handling or alcohol serving

Set up regular check-ins for the first few weeks to provide feedback and answer questions

Administrative Setup

Create login credentials for scheduling and payroll systems

Issue uniform and name tag, if applicable

Provide locker or secure space for personal belongings

Cultural Integration

Discuss the restaurant's history, mission, and values

Explain the importance of teamwork and communication in the restaurant setting

Invite the new employee to staff meetings and team-building events

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New Employee Onboarding checklist (Accounting Department)

Pre-Arrival Preparations

Set up the new employee's email and accounting software accounts

Prepare the new hire's workspace with necessary supplies and equipment

Arrange for access credentials to the building and parking facilities

First Day Orientation

Provide a tour of the office, introducing them to key team members

Review company policies, including confidentiality agreements and security protocols

Complete necessary HR paperwork and verify employment eligibility documents

Training and Development

Schedule training sessions on accounting software and internal processes

Assign a mentor or buddy for the first few weeks to assist with questions and integration

Outline goals and expectations for the probationary period

Integration into the Team

Set up one-on-one meetings with direct supervisors and department heads

Plan a welcome lunch or team-building activity to foster connections

Provide a list of key contacts within the company for various needs

Ongoing Support and Evaluation

Schedule regular check-ins to provide feedback and address concerns

Discuss opportunities for professional development and career growth

Review performance and set objectives at the end of the probationary period

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Onboarding New Remote Employees

WELCOMING REMOTE EMPLOYEES

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.

ORIENTING THE NEW HIRES

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.

ROLE CLARIFICATION

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.

NEW HIRE TRAINING

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.

TASK DELEGATION

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.

PERFORMANCE APPRAISAL

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.

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Free Checklist Templates

Employee Onboarding

HUMAN RESOURCES

HIRING MANAGER

IT/SECURITY

FACILITIES

FINANCE

PEER MENTOR/BUDDY

Employee Onboarding Checklist

Employee Onboarding Checklist

Employee Onboarding Checklist

Introduction

Employee Details

Employee Orientation

Office Setup

Communication

Training

Final Steps

Employee Onboarding Checklist

New Hire Personal Information

Background Check

HR Onboarding

Compliance

Orientation

Performance Review

Employee Onboarding Checklist

Pre-Onboarding

Onboarding Day

Post-Onboarding

Employee Onboarding Checklist

Employee Onboarding Checklist

Employee Onboarding

Documentation

Benefits

Orientation

Training

Employee Onboarding Checklist

Pre-Employment

Onboarding

Benefits

Technology

Employee Onboarding Checklist

Pre-Onboarding

First Day Orientation

Training and Development

Administrative Setup

Cultural Integration

New Employee Onboarding checklist (Accounting Department)

Pre-Arrival Preparations

First Day Orientation

Training and Development

Integration into the Team

Ongoing Support and Evaluation

Onboarding New Remote Employees

WELCOMING REMOTE EMPLOYEES

ORIENTING THE NEW HIRES

ROLE CLARIFICATION

NEW HIRE TRAINING

TASK DELEGATION

PERFORMANCE APPRAISAL

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