TEMPLATE · HR

Onboarding Checklist Template

Day-one readiness checklist covering IT, HR, and manager tasks.

Preview

Employee Onboarding Checklist

Employee: _______________________ Start date: _______________________ Role: _______________________ Manager: _______________________

Before day one

HR

  • Offer letter signed
  • Contract issued
  • Payroll and tax forms completed
  • Benefits enrollment initiated

IT

  • Email account created
  • SSO / identity provisioned
  • Laptop ordered or assigned
  • Role-based software access approved

Manager

  • Welcome email scheduled
  • Buddy assigned
  • Week-one meetings booked

Day one

  • Welcome and office / remote orientation
  • Laptop issued and asset register updated
  • MFA enrolled
  • Employee handbook acknowledged
  • Core tools access verified (email, chat, HRIS)

Week one

  • Security awareness training assigned
  • Team introductions complete
  • Role-specific tool access confirmed
  • 30-60-90 day plan shared

Completed by: _______________________ Date: __________

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