Employee Onboarding Checklist Template
Get new team members set up and productive with IT setup, HR paperwork, and first-week goals.
This free hr checklist template includes 8 tasks organized into 3 sections. Use it to streamline your employee onboarding process.
Pre-Arrival Setup
Prepare workstation and equipment
Set up the new hire's desk, computer, and any necessary peripherals before their start date.
- Computer Serial Number (required)
- Equipment Type (required) — Options: Laptop, Desktop, Laptop + Monitor
Create accounts and credentials
Create email, Slack, and any other tool accounts the new hire will need on day one.
- New Employee Email (required)
- Accounts Created (required) — Options: Email, Slack, GitHub, Figma, Project Management Tool
Send welcome email with first-day details
Send a welcome email to the new hire with start time, dress code, parking info, and what to bring.
- Start Date (required)
First Day
Office tour and introductions
Walk the new hire through the office, introduce them to key team members, and show them where everything is.
- Tour Guide
Complete HR paperwork
Have the new hire fill out all required HR documents including tax forms, benefits enrollment, and emergency contacts.
- Documents Completed (required) — Options: Tax Forms (W-4), Benefits Enrollment, Emergency Contact, NDA / Confidentiality, Direct Deposit
Set up manager 1:1 meeting
Schedule a recurring 1:1 with the new hire's direct manager to discuss goals, expectations, and answer questions.
- Manager Name (required)
First Week
Assign onboarding buddy
Pair the new hire with an experienced team member who can help answer day-to-day questions and ease the transition.
- Buddy Name (required)
First week check-in
At the end of the first week, check in with the new hire to see how things are going and address any concerns.
- Feedback & Notes (required)
- Overall Sentiment (required) — Options: Very Positive, Positive, Neutral, Needs Attention