Employee Onboarding Checklist Word

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Employee Onboarding Checklist

Not
Task Done Note
applicable

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

aihr.com
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

aihr.com

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

aihr.com

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