Employee Onboarding Checklist
Not
Task Done applicabl Note
e
New hire paperwork checklist
Signed and documented offer letter and
contract, outlining the terms and conditions of
employment
Tax forms
Copies of identification documents (e.g.,
passport or driver’s license)
Emergency contact information
Benefits enrolment forms (including health
insurance, pension, and other benefit plans)
Non-disclosure agreement (NDA) or
confidentiality agreement
Onboarding tasks
Input new hire’s information into the payroll
system accurately
Create profiles in the necessary internal
systems
Arrange office access cards or passwords
Set up all IT accounts (including email accounts,
software installations, and access to shared
drives)
Conduct health and safety training
Welcome pack for new employee
A company overview that includes mission,
vision, values, and organizational structure
An employee handbook outlining policies,
procedures, and code of conduct
The first week’s schedule with a full orientation
and introduction phase itinerary
A directory of relevant team members,
departments, and their roles
Not
Task Done Note
applicable
Welcome announcement for new employee
Email or a notice on the intranet introducing the
new hire, their role, and background
A scheduled meeting with direct teammates and
supervisors, either in person or virtually
Add new employee to the organizational chart
Mentorship or buddy system implementation
Pair a new employee with a seasoned team
member to ease the transition, and to offer
guidance, insights, and a friendly point of
contact
Continuous feedback and support
Schedule regular check-ins including HR and
immediate supervisors during the first few
months to provide continuous support and
address any concerns
A formal review after the initial 90 days to
assess progress, alignment with company goals,
and set further development plans
Cultural integration and social engagement
Provide insights into the company culture,
traditions, and values through cultural
onboarding sessions
Organize informal gatherings or team-building
activities to facilitate social integration within
the team
Professional development and training plans
Depending on the role, lay out specific training
or development courses that align with the job
description and future growth within the
organization
Offer access to online platforms or in-house
training materials to encourage continuous
learning
Not
Task Done Note
applicable
Accessibility and inclusivity measures
Ensure that any specific requirements related to
disabilities are addressed
Provide training on diversity and inclusivity to
create a respectful and supportive environment
Exit strategy from the onboarding program
Create a planned transition from the onboarding
program into full engagement with the team,
marked by clear milestones and communicated
expectations
Gather insights from the new hire on their
experience with the onboarding process, for
continuous improvement
