Employee Name:
Start Date:
Job Title:
Manager:
HR Representative:
A. Logistics & Communication
Task | Please tick | |
|---|---|---|
Send personalized welcome email with start date, time, and location details. | ||
Confirm first-day agenda and who they will meet. | ||
Provide information on parking, public transport, or building access. | ||
Send a pre-start questionnaire to gather information (t-shirt size, dietary restrictions for lunch, etc.). | ||
Inform team members and manager of the new hire's start date and details. | ||
Set up a desk or workspace. | ||
Order necessary equipment (laptop, monitor, keyboard, mouse, headset, etc.). | ||
Create and test all necessary accounts (email, software, VPN, etc.). | ||
Assign a "buddy" or mentor for the first few weeks. | ||
Prepare welcome kit (swag, company directory, office map, etc.). |
B. HR & Paperwork
Task | Please tick | |
|---|---|---|
Send offer letter, employment agreement, and any non-disclosure agreements (NDAs) for e-signature. | ||
Collect and verify new hire's personal information (full name, address, phone number, emergency contact). | ||
Provide required government forms (e.g., W-4 and I-9 in the U.S., T.D.1 in Canada, etc.). | ||
Collect banking information for direct deposit. | ||
Request and process background check (if applicable and legally compliant). | ||
Schedule a time to review the employee handbook. |
A. Welcome & Introduction
Task | Upload File | |
|---|---|---|
Greet the new employee warmly upon arrival. | ||
Provide a tour of the office/workspace. | ||
Introduce the new hire to their manager and team members. | ||
Introduce them to their "buddy" or mentor. | ||
Host a team welcome lunch or coffee break. | ||
Give a general company overview and a brief history. |
B. HR & Administrative
Task | Upload File | |
|---|---|---|
Review and collect all outstanding new hire paperwork. | ||
Review and sign the employee handbook, confirming understanding. | ||
Take the employee's photo for the company directory/ID badge. | ||
Issue ID badge, building access card, and keys (if needed). | ||
Confirm emergency contact information and any medical needs. | ||
Explain payroll schedule, direct deposit, and how to access pay stubs. |
C. Technology & Tools
Task | Please tick | |
|---|---|---|
Provide and set up all assigned equipment. | ||
Confirm all accounts (email, internal messaging, project management tools) are working. | ||
Provide a list of key company contacts and IT support. | ||
Conduct a brief training on internal systems and software. | ||
Explain security protocols and acceptable use policies. |
A. Role-Specific Integration
Task | Please tick | |
|---|---|---|
Manager to review the job description, key responsibilities, and performance expectations. | ||
Set initial goals and a 30-60-90 day plan. | ||
Schedule 1:1 meetings with key stakeholders and colleagues. | ||
Provide access to shared drives and role-specific documentation. | ||
Assign a small, achievable project to build early confidence. | ||
Explain the team's workflow, meeting cadences, and communication norms. |
B. Training & Development
Task | Please tick | |
|---|---|---|
Schedule mandatory compliance training (e.g., harassment prevention, data privacy). | ||
Conduct product or service training. | ||
Provide a training plan for the first few weeks. | ||
Explain how to access the company's Learning Management System (LMS). |
C. Culture & Information
Task | Please tick | |
|---|---|---|
Provide information on company mission, vision, and values. | ||
Explain the organizational structure and reporting lines. | ||
Share information on key company events and social gatherings. | ||
Explain company policies (vacation, sick leave, expense reports, etc.). | ||
Introduce them to HR policies on professional development and career paths. |
A. Performance & Feedback
Task | Please tick | |
|---|---|---|
Weekly: Manager to have a brief check-in to discuss progress and answer questions. | ||
30-Day Check-in: Formal meeting with manager to review the first 30 days. Gather feedback from the new employee. | ||
60-Day Check-in: Review progress on 30-day goals and set new targets. | ||
90-Day Check-in: Finalize the onboarding period. Review progress, discuss long-term goals, and celebrate achievements. | ||
Collect feedback from the new hire on the onboarding process itself. |
B. Benefits & Administration
Task | Please tick | |
|---|---|---|
Schedule a meeting with the HR representative to review benefits (health insurance, retirement plans, etc.) and answer any questions. | ||
Ensure the employee has made all benefits elections within the required timeframe. | ||
Confirm that all tax and payroll information is correct. |
C. Social & Team Integration
Task | Please tick | |
|---|---|---|
Encourage the "buddy" or mentor to continue regular check-ins. | ||
Invite the employee to team-building activities and social events. | ||
Solicit feedback from team members on the new employee's integration. | ||
Encourage the new employee to join company resource groups or committees. |