New employee checklist
New employees are an invaluable addition to your company and setting them up for success from day one is paramount. Use the following checklist to establish a comprehensive onboarding process that will ensure new employees integrate seamlessly into their roles, optimize their performance, and contribute positively to the organization.
New employee checklist
Name of New Employee:
Role:
Department / Function:
Manager:
Planned Start Date:
| Practical Stuff | Who will do it? | Date to be completed | Completed |
| Offer letter and or welcome email with starting day info | HR | Within 24 hours of verbal offer acceptance. | |
| Paylocity, Onboarding message sent | HR | Collect all their personal info and print out I-9 for orientation | |
| Paylocity, payroll info and identification | HR | Before start date | |
| Seat / space to be allocated Desk, Chair or work bench |
Department manager | On acceptance of role | |
| Office supplies | Manager | Ready before start date | |
| Internal Telephone – which extension will be allocated Telephone list updated |
IT Dept | Completed before start date | |
| IT equipment – Computer, mouse, keyboard, screen, cables etc. Software needs Printer connection Email account set up Server – user rights access |
Dept Manager notifies IT Manager of employees needs via helpdesk ticket | Ready to go for day one |
Some assets you may want to create as an use info guide for your new starter:
- Tools they will use: A document with links / logins / guides
- Local area fact sheet: Coffee/cafe options, lunch tips, local gym/classes, nearest park, etc.
- Social profiles: Facebook, Instagram, YouTube
- Fact sheet or glossary: Industry/company terminology
- Slack channels: Which channels to join to make them feel welcome and so they don’t miss company updates, etc.
- Company timeline and history – always makes for a nice story
- Welcome letter from CEO or another executive – a video message can be powerful
- SWAG where applicable
- Benefits: How to access, manage, etc.
- Mental health signposting sheet and supporting documents / services
- Do and don’ts: How we do things around here
- Fob and building access/security codes, etc.
- Info about Workout room/ parking / where to clock in, etc.
- Team or culture activities invites / social calendar