New Hire Onboarding Checklist

Onboarding checklist: [New hire name], [Job title], [Company name] Team: [Team] Manager: [Manager name] Start date: [Start date] Once the offer is accepted (recruiter and HR) ☐ Signed offer received and filed ☐ Employment contract or written terms sent ☐ Pre-employment checks complete, including the right-to-work check ☐ Payroll, tax and bank details collected ☐ Start date, time and place confirmed to [New hire name] ☐ Handover from [Recruiter name] to [Manager name]: what was discussed and agreed at interview and offer The week before they start (manager, IT, HR) ☐ Equipment ordered and tested: [Equipment] ☐ Accounts set up: [Accounts to set up] ☐ Buddy chosen and briefed: [Buddy name] ☐ First-week calendar booked, including one-to-ones with [Manager name] ☐ Welcome email sent with the start time, place, who to ask for and the first-day plan ☐ Team told who is joining and when Day one ☐ Met at [Start time on day one] at [Where they start] ☐ Welcome from [Manager name] and introductions to the team ☐ Equipment handed over and logins working ☐ Tour of the office, or of the tools if remote ☐ Remaining paperwork completed with [HR contact] ☐ Lunch or coffee with [Buddy name] ☐ End-of-day check-in with [Manager name] First week ☐ Walk through the role, the team's goals and how success is measured ☐ Meetings with the people they will work with most ☐ Required training booked or completed ☐ First piece of real work agreed: [First piece of real work] ☐ End-of-week check-in: what is clear, what isn't First 30 days ☐ Goals for the first 90 days written down and agreed ☐ Weekly one-to-ones with [Manager name] in place ☐ First piece of real work delivered and reviewed ☐ Feedback asked for: how has onboarding gone so far? 60 days ☐ Progress against the 90-day goals reviewed ☐ Working independently on the core parts of the role ☐ Any gaps in training or tools fixed 90 days ☐ 90-day review held: what went well, what to focus on next ☐ Probation review completed, if there is one ☐ Goals for the next quarter set ☐ Onboarding feedback passed back to HR and [Recruiter name] Country paperwork to add, for example: US: Form I-9 Section 1 completed by the employee no later than the first day, and Section 2 by the employer within three business days of the first day. Form W-4 for federal tax withholding. UK: right-to-work check before employment starts. Written statement of employment particulars on the first day, with the wider statement within two months.

Pre-boarding checklist: [New hire name], [Job title] Start date: [Start date] Recruiter ([Recruiter name]) ☐ Signed offer received; thank-you call made ☐ Conditions of the offer tracked until each one is met, and the new hire told when the offer is confirmed ☐ Handover to [Manager name]: their motivations, any concerns raised at interview, and anything agreed at offer stage ☐ Rest of the shortlist told the role is filled HR ([HR contact]) ☐ Contract or written terms sent and signed ☐ Right-to-work and other pre-employment checks complete ☐ Payroll, tax, bank and emergency contact details collected ☐ Policies and handbook sent to read before day one Manager ([Manager name]) ☐ Welcome message or call in the first week after acceptance ☐ Check-in every week or two until the start date ☐ First-week calendar planned ☐ Buddy chosen: [Buddy name] ☐ First piece of real work ready: [First piece of real work] IT ([IT contact]) ☐ Equipment ordered: [Equipment] ☐ Accounts set up: [Accounts to set up] ☐ Equipment shipped or set out at the desk, and tested Welcome email (send the week before) ☐ Start time and place: [Start time on day one], [Where they start] ☐ Who to ask for on arrival ☐ The plan for day one and the first week ☐ What to bring, and what to wear if it matters

Remote onboarding checklist: [New hire name], [Job title] Team: [Team] Manager: [Manager name] Start date: [Start date] Before they start ☐ Equipment shipped early enough to arrive before day one, with tracking shared: [Equipment] ☐ Accounts set up and a test login done: [Accounts to set up] ☐ Instructions for the first login sent to their personal email ☐ IT contact for day one shared: [IT contact] ☐ Video welcome call booked for [Start time on day one] on [Start date] ☐ Buddy chosen and briefed: [Buddy name] ☐ Team told who is joining, with a short introduction to post in the team channel Day one ☐ Welcome call with [Manager name], cameras on ☐ Logins and equipment checked together ☐ Short video introductions with each person in the team ☐ Virtual coffee with [Buddy name] ☐ The team's ways of working explained: core hours, which channel for what, how fast people reply ☐ End-of-day call: anything not working? First week ☐ Daily check-in with [Manager name] or [Buddy name] ☐ Meetings with the people they will work with most ☐ Required training completed ☐ First piece of real work agreed: [First piece of real work] First 30 to 90 days ☐ 90-day goals agreed in writing ☐ Weekly one-to-ones on video ☐ Invited to team rituals and any in-person meet-ups ☐ Check on their home working setup: is anything missing? ☐ 90-day review, and onboarding feedback passed to HR

Manager's onboarding checklist New hire: [New hire name], [Job title] Start date: [Start date] Before they start ☐ Get the handover from [Recruiter name]: why they took the job, any concerns, anything agreed at offer ☐ Send a personal welcome message ☐ Plan the first week, with time blocked for you each day ☐ Choose a buddy: [Buddy name] ☐ Write down what good looks like at 30, 60 and 90 days ☐ Line up a first piece of real work: [First piece of real work] Day one ☐ Be there to meet them at [Start time on day one] ☐ Explain the team's goals and how their role fits in ☐ Introduce them to the team ☐ End the day with a short check-in First week ☐ Agree how you will work together: one-to-ones, how to ask for help, how you give feedback ☐ Introduce them to the people outside the team they will need ☐ Give feedback on their first piece of work 30 days ☐ Agree their 90-day goals in writing ☐ Ask: is the job what you expected when you accepted the offer? 60 days ☐ Review progress against the goals ☐ Give honest feedback on what is going well and what to change 90 days ☐ Hold the 90-day review and any probation review ☐ Set goals for the next quarter ☐ Tell [Recruiter name] how the hire is going, so the next search for a similar role can learn from it

Joining checklist: [New hire name], [Job title], [Company name] Team: [Team] Reporting manager: [Manager name] Date of joining: [Start date] Before the date of joining (recruiter and HR) ☐ Signed offer letter received ☐ Last working day with the current employer confirmed, and the notice period tracked ☐ Background verification consent signed and checks started ☐ Documents list sent: identity and address proof, education certificates, previous employment documents ☐ Welcome email sent with the reporting time ([Start time on day one]), address ([Where they start]) and who to ask for Joining formalities (HR: [HR contact]) ☐ Appointment letter issued and signed ☐ Relieving letter and experience letter from the previous employer collected ☐ Recent payslips from the previous employer collected ☐ PAN collected for tax deducted at source ☐ UAN collected if they have been in EPF before, or a new one arranged ☐ Bank account details for salary collected ☐ Emergency contact and nominee details recorded ☐ Tax declaration for TDS on salary collected (regime choice, plus investment proofs if they pick the old regime) ☐ Company policies shared and acknowledged Day one ☐ Induction session with HR ☐ Laptop and access handed over: [Equipment]; [Accounts to set up] ☐ Introductions with [Manager name] and the team ☐ Buddy assigned: [Buddy name] First week to 90 days ☐ Role, goals and key result areas explained by [Manager name] ☐ First piece of real work agreed: [First piece of real work] ☐ Mandatory trainings completed ☐ 30-day and 60-day check-ins held ☐ Probation goals agreed, and the probation review date set ☐ Background verification closed and filed