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Employee Onboarding Checklist

Just hired a new employee? Great! But now, the real work starts. Prepare for your new hire's first day and gather all of the info you need with this comprehensive onboarding checklist.

New Hire Onboarding Checklist

1. New hire documentation

  • Accepted and signed job offer/job description
  • I-9
  • W-4
  • State and local withholding forms
  • Direct Deposit form
  • Permission to conduct background check
  • Emergency contact information
  • Insurance paperwork
  • Employment contract
  • Compensation and benefits package

2. Guides and policies

  • Employee handbook acknowledgment
  • Job description
  • Safety procedures/manuals
  • Security rules and policies

3. Accounts, devices, and equipment

  • Setup company email
  • Provide time clock access
  • Secure work uniforms
  • Setup credentials or access to necessary software tools such as HCM systems and project management software
  • Add new hires to relevant work chats or email distribution lists
  • Issue work phone, tablet, or computer
  • Assign workstation/workspace

4. First day

  • Team introduction
  • Workplace tour
  • Give welcome kit/company swag bag
  • Finalize other administrative paperwork, if any.

5. Orientation

  • Run through paperwork and make sure they’re complete
  • Briefly go through job roles, benefits, and insurance plans
  • Go over essential points in the handbook. Inform them where they can find a copy.
  • Discuss important company policies briefly.
  • Assign a mentor or onboarding buddy.

Invite new hires to onboard via a self-service portal and review their progress in Workforce.com