Onboarding checklist for new employees

Employee fullname

Manager name

Position

Start date

Add extra information as needed

Todo list

• Introduction to team
• Review initial job assignments and training plans
• Review job description and performance expectations and standards
• Review job schedule and hours
• Review payroll timing, time cards, and policies and procedures

Task list

• Create welcome card signed by the team
• Buy a bottle of French red wine
• Add a company t-shirt

What wine did you get for the new employee?

Accounts checklist

• Google mail is setup with a username and temporary password to change at first login
• User is added to applicable distribution lists. E.g.: all@companyname.com
• User is added to helpdesk software

Enter Gmail temporary password

Enter Gmail Username

Add comments as needed

Desk preparation task list

• Install computer and monitor
• Add paper notebook and pens
• Clean desk
• Clean computer and monitor
• Cable management is neat
• Desks around new hire desk are clean

Computer preparation task list

• Figure out computer type and OS needed
• Procure new computer
• Configure user login and temp. password

Enter temporary password

Enter computer login username

First day task list

• Greet employee. Call manager to welcome employee
• Show employee his / her desk
• Give welcome gift personally to new hire

General orientation task list

• Give introductions to department staff and key personnel during tour

Tour of facility, including:

• Restrooms
• Mail rooms
• Copy centers
• Fax machines
• Bulletin board
• Parking
• Printers
• Office supplies
• Kitchen
• Coffee/vending machines
• Cafeteria
• Emergency exists and supplies

Review key policies

• Anti-harassment
• Vacation and sick leave
• FMLA/leaves of absence
• Holidays
• Time and leave reporting
• Overtime
• Performance reviews
• Dess code
• Personal conduct standards
• Progressive disciplinary actions
• Security
• Confidentiality
• Safety
• Emergency procedures
• Visitors
• E-mail and Internet use

Review general administrative procedures

• Keys
• Shipping (FedEx, DHL, and UPS)
• Business cards
• Purchase requests
• Telephones
• Building access cards
• Conference rooms
• Picture ID badges
• Expense reports
• Office supplices