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Employee Onboarding Checklist You Should Know (With Templates)

Here is the ultimate new employee onboarding checklist to ensure your new hires start right, stay productive and keep their employment with you.

New employees Onboarding will be highly overwhelming for both the new employee and the company without a good arrangement. There are so many things to do, and it can be challenging to know where to start. An employee onboarding checklist fixes all these problems and makes things easier.

This blog post will provide you with an onboarding checklist for hr. to help make the process smoother for everyone involved. We will also provide you with templates of onboarding forms that you can use in your business. Let’s get started!

Employee Onboarding Checklist
Employee Onboarding Checklist

Why is New Employee Onboarding Checklist So Important?

A new employee onboarding checklist is very crucial for managers and new employees. It can help managers keep track of what needs to be done for each new hire and ensure that nothing is forgotten. Also, it can make sure new employees will have a good sense of your company.

Here are five benefits of using an employee onboarding checklist:

1. Helps Ensure That New Employees Are Properly Welcomed

A warm welcome is essential for making an excellent first impression on new hires. A good onboarding checklist can help new employees feel welcomed and be easy to integrate with the company as it can help managers remember to introduce the new hire to their team, give them a tour of the office, and explain the company culture.

2. Helps New Hires Feel Prepared for Their First Day

The better prepared new hires feel for their first day, the more likely they will have a positive experience. An onboarding checklist can help managers ensure that new hires have everything they need to feel prepared, including a list of what to bring on their first day and information about where to park.

3. Gives New Employees All the Information They Need

New employees often feel overwhelmed with all the further information they need to learn when it lacks direction about what they need to do. An onboarding checklist can list all details. And managers can ensure that new hires have all the information they need to succeed in their role, including job descriptions, company policies, and contact information for key people. New employees will feel much easier with this information.

New hires need to have someone they can go to with questions during the onboarding process. An onboarding checklist can help managers remember to assign a mentor or point person for new hires so they always have someone to turn to.

4. Helps Managers Keep Track of What Needs to Be Done

It can be easy for managers to forget essential tasks when onboarding a new hire. An onboarding checklist helps managers keep track of everything that needs to be done so nothing is forgotten.

There is often a lot of paperwork involved in onboarding a new hire. An onboarding checklist can help managers know whether all the necessary forms are completed so there are no delays in getting the new hire started.

5. Provides A Timeline for The Onboarding Process

One of the challenges of onboarding is that it can be difficult to know how long it will take. An onboarding checklist can help provide a timeline for the process, so managers can understand what to expect and plan accordingly.

What Should Be Included in an Employee Onboarding Checklist? 

Regarding employee onboarding, having a checklist can help ensure that no critical steps are missed. But what items should be included on an employee onboarding checklist? Here are eight things that should be on every new hire’s onboarding list:

The company’s culture, values, and mission

New employees must be introduced to the company’s culture, values, and mission from their first day on the job. It will help them understand what is essential to the organization and how they can contribute to its success.

A tour of the facilities

Every new employee wants to know everything about the facilities their company is providing. Therefore, a tour of the facilities is also a great way to welcome new employees and give them a feel for the workplace.

An introduction to the team and key stakeholders

Another vital thing to include in the employee onboard checklist is introducing the team and key stakeholders. New employees need to meet their colleagues and get a sense of who they will be working with daily.

Job description and expectations

A review of the job description and expectations will ensure everyone is on the same page regarding the employees’ responsibilities. The new hires can understand what they need to do and what they should work for.

Company’s policies and procedures

It is vital to let the new hire know the company’s policies and procedures. For instance, what is the process to ask for leave? New employees can know how to do with knowing this when onboarding.

Benefits and compensation packages

Finally, reviewing benefits and compensation packages is a critical component of onboarding. It will let employees know their various perks and incentives. You can set the tone for a positive and productive working relationship by providing this information upfront.

9 Onboarding Checklist for HR with Templates

To help you out, we’ve attached a new employee onboarding checklist for you. We’ve also included templates for each item on the checklist so you can start immediately.

1. Welcome Email Checklist

The first item on our checklist is the welcome email. It is a crucial part of the onboarding process because it will give the first impression to new employees and affects the rest of the experience.

The welcome email should be friendly and informative. And the most important part is to let new employees know what they should bring in the first day.

Here’s example of an welcome email onboarding checklist that you can use:

Welcome Email Checklist
Welcome Email Checklist


2. Pre-onboarding Checklist

Next on our checklist is the pre-onboarding checklist. It is a list of tasks that must be completed before the new employee’s first day, like setting up their computer and email account.

Here’s a template for a pre-onboarding checklist that you can use:

Pre-onboarding checklist
Pre-onboarding checklist


3. First Day Checklist

The checklist will aid new hires in feeling greeted on their first day at work and Set the tone for effective collaboration.

Here’s a template for a first-day checklist that you can use:

First Day Checklist


4. First Week Checklist

New hires’ first week on the job is an exciting time. They are getting to know the office, be familiar with new people, and learn the ins and outs of your new role. By following this simple checklist, they will have a successful first week on the job.

Here’s a template for a first-week checklist that you can use:

First week checklist
First week checklist


5. First Month Checklist

When comes to the first month, new employees may feel slightly stressed as there’s so much to do and learn! And now they may already know some of the procedures and work methods. What you need to do is let ask about their feelings and have a look at their performance.

Here’s a template for a first-month checklist that you can use:

First Month Checklist
First Month Checklist


6. 3-Month Checklist

Recruits now begin working independently on assignments or projects after three months. They should engage in pertinent talks and feel at ease utilizing any necessary equipment or software. What you should do is dig to find whether there is anything missing.

Here’s a template for a 3-month checklist that you can use:

3-Month Checklist


7. 6-Month Checklist

It has already been half a year! It’s time to assess your employee’s accomplishments at this stage and decide how the future will pan out. Here’s a template for the 6-month checklist that you can use:

6-Month Checklist
6-Month Checklist

8. 9-Month Checklist

Make a survey with those who are working with the new hires to verify that everything is running smoothly and that the new team member has no problems that the HR staff needs to assist with. More importantly, you should check whether they can achieve the goal and expectations.

Here’s a template for a 9-month checklist that you can use:

9 month checklist
9-month checklist


9. 1 Year Checklist

You need to have an overview of the new employees’ work and behavior in one year and ask about their feelings about the company and work. To find what problems they have and express your congratulations on their successful work is a necessary task in the one-year onboarding checklist. You can also give some suggestions for the following year and convey the expectation of the company to them in the following work.

1 Year Checklist
1 Year Checklist

Tips for A Successful Onboarding Checklist

Creating a successful onboarding checklist can not be easy. Here are five tips for you to follow.

1. Be Clear About Expectations:

It’s vital that the new hire and their manager clearly understand what is expected of them during the onboarding process. It will help set realistic expectations and avoid any surprises down the road.

2. Create A Timeline:

A timeline helps to keep everyone on track and ensures that tasks are completed on time. It also allows for flexibility, so it can easily be adjusted if something comes up.

3. Include Everyone:

The onboarding process should involve more than just the new hire and their manager. Ensure to include other team members, as they can offer valuable insights and help the new hire feel welcome.

4. Make it engaging:

Onboarding can be a lot of information at once, so keep things exciting and engaging. Use activities, videos, or even games to help break up the monotony and keep everyone’s attention.

5. Follow up:

After the initial onboarding period, follow up with the new hire and their manager to see how things are going. It is an excellent time to address any concerns or questions that may have come up.

Final Words

As you create your employee onboarding checklist, be sure to tailor it to the specific needs of your business. With some planning, you can ensure that your new employees have a smooth transition into their roles and can hit the ground running from day one. What other items should be included on an employee onboarding checklist? Let us know in the comments below!

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