Onboarding template
Onboarding Checklist Template
Purpose:
To ensure a smooth transition and successful integration of new hires into the company.
Template:
New Hire Name: ____________________
Position: ____________________
Start Date: ____________________
Manager: ____________________
🔹 Pre-Onboarding (Before Start Date)
Deliverables
Status
Offer letter signed and returned
Employment forms completed (e.g., tax,
NDA, policy acknowledgments)
Workspace and equipment prepared
(laptop, email account, tools access)
Team introduction email drafted
Welcome kit or orientation schedule
prepared
🔹 First Day
Deliverables
Welcome message and company overview
Status
Introduce to team and mentor/buddy
Review role responsibilities and
expectations
IT and HR setup completed (passwords,
logins, tools)
🔹 First Week
Deliverables
Status
Product/service training completed
HR orientation and compliance review
Set 30-60-90 day goals
Schedule weekly check-ins with manager
🔹 First Month
Deliverables
Performance feedback session
Confirm understanding of company culture
and processes
Employee satisfaction check
Status