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

  1. 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

  2. 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

  3. 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

  1. 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

  2. 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

  3. 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

  1. 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)

  2. 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