The only employee onboarding checklist you will need

onboarding checklist

In this guide, we have gathered our best tips from employee preboarding to several weeks after an employee’s first day. Regardless of company size or industry, this checklist will help you create and launch a magical employee onboarding.

Good onboarding comes from focusing less on the company and more on the employee and their needs. We should all be striving for the same outcome – happy and productive employees. Once you get that right, everything else follows.

This comprehensive employee onboarding checklist contains many of the steps that are a part of successful employee onboarding. The guide itself is a constant work in progress but contains the pieces, we and our customers have identified as the ones that can make a big difference when it comes to welcoming new talent.

This onboarding checklist is divided into 4 steps:

  • Preboarding – Before the first day
  • Day Zero – The first workday
  • Welcome – The 5 first days at work
  • Onboarding – from week 2 to month 6

Preboarding – Before the first day

Preboarding is a fantastic opportunity a few companies actually leverage. There is rarely an opportunity where employees are as curious about the company, the work and the mission as when they have just signed. Leverage that opportunity, but remember to keep it simple and engaging.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4dd.svg

Employment Agreement:

Sign the employment agreement

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f44b.svg

Welcome the new hire:

Send a welcome email to the new hire and let them know you are excited for their first day.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4bb.svg

IT Process:

Make sure to kickstart the internal processes:

  • Order access card
  • Add software licenses
  • Order computer
https://s.w.org/images/core/emoji/12.0.0-1/svg/1f469-1f3fb-200d-1f4bc.svg

Follow-up by the manager:

Make sure the employees’ manager reaches out 3-5 days before the colleagues the first workday to check-in and welcome them.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f469-200d-1f4bb.svg

Prepp desk:

Make sure the new hire’s desk is prepared for the new hire’s first day. Also, make sure their gear is scheduled to arrive on time.

https://s.w.org/images/core/emoji/12.0.0-1/svg/2699.svg

Invite the new hire to the important tools:

Make sure to invite the new employee to tools like Slack and others before their first day.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4eb.svg

Invite to folders:

Make sure to invite the new hire to the relevant folders. This will enable them to go through things at their own pace.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4c5.svg

Ahead of the first workday:

Make sure to send out information about when they should be at the office and how the can get to the office.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f60b.svg

Team lunch:

Make sure to invite the entire team to lunch on the employee’s first day.

Day Zero – The first workday

During the employee’s first day, the focus should only be on introducing the new employee to colleagues, the offices and make sure their hardware and that the software is functioning as it should.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f469-200d-1f4bb.svg

Desk:

Make sure everything the employee will need is on the desk. Also, make sure that the desk looks inviting and that the surrounding ones are tidy.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f44b.svg

Introduction:

Make sure to introduce the new employee to the team. Also book meetings with the people they need to get to know in the organization.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f60b.svg

Team lunch:

Make sure to go to lunch together with the new employee on their first day.

https://s.w.org/images/core/emoji/12.0.0-1/svg/2753.svg

Share a simple FAQ:

As a new hire, they have a ton of questions. Share a FAQ that catches the most frequent questions.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f3e2.svg

Office Tour:

Make sure to show the new hire around. Show them where they can find the printer, coffee, toilets and share other relevant info.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4bb.svg

Laptop and access:

Make give the new hire an hour or two so they can set up their computer and other gear as they would like.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f64b-200d-2640-fe0f.svg

Choose a buddy:

Choose a team member that takes a bit extra care of the new hire during their first weeks. Adding an onboarding buddy can make new hire

productivity improve by 97%.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4ac.svg

Introduce the new hire to the intranet / chat-tools:

Make sure to share that you have a new awesome team member!

Welcome – The 5 first days at work

During the first week, everything is new. From ways of working to the IT environment. Therefore don’t make the first week as much about the work that needs to be done. Focus instead on introducing the new employee to the right people, projects, and tools so they can hit the ground running and pick up speed during the coming weeks.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f44b.svg

Introduction to ongoing projects:

Make sure to set some time aside to go through the most relevant projects and how work gets done in them.

https://s.w.org/images/core/emoji/12.0.0-1/svg/2699.svg

System introduction:

Make sure to show the employee around in the most relevant systems and explain their purpose.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4cc.svg

Policies:

Not the most fun part but essential. Make sure the person has gone through the relevant policies and accepted them.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f44b.svg

Product tour:

Book a time to go through your product. Make time for all questions and give them the opportunity to set up their own accounts.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f945.svg

Set up easy week goals:

Make sure to set up a few goals for the first week. It will create a sense of accomplishment. But make sure they are easy!

https://s.w.org/images/core/emoji/12.0.0-1/svg/2615.svg

Book your first One-On-One:

During this one-on-one, it may be wise to talk just see how things have been going and if you can help out with anything.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f3af.svg

OKR & KPIs:

Introduce the employee to the company’s and team’s OKRs and KPIs during the end of the week.

Onboarding – from week 2 to month 6

After the first week, the onboarding continues. It can take up to 6 months to get an employee productive, so make sure the onboarding continues after the first week. After the first week, goals play a more important role. But to make sure the employee becomes productive to make sure progress is being made on a weekly basis.

https://s.w.org/images/core/emoji/12.0.0-1/svg/26f0.svg

Vision & mission: Make sure to go through the company’s vision, values, and context. This will enable the employee to get a better sense of ambition and the company’s culture.

https://s.w.org/images/core/emoji/12.0.0-1/svg/2705.svg

14 day check-in:

Book a meeting and review the employee’s first two weeks. What has been good and what could be made better?

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f6a9.svg

Set up easy week goals:

Book a session with the employee and set the week goals for the first two weeks. Remember that they should be just

enough challenging to be relevant

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f4c8.svg

Benefits & Pension:

Book a session with HR to cover pension, benefits and those important employee parts. That will also enable them to ask all their questions.

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f3af.svg

OKR & KPIs:

After the first 30-days it can be a good idea to set up individual KPIs for the employee.

https://s.w.org/images/core/emoji/12.0.0-1/svg/2705.svg

30-day check-in: Follow-up the first month and evaluate it together. How has it been, what has been hard and what should we focus a bit extra on?

https://s.w.org/images/core/emoji/12.0.0-1/svg/1f44b.svg

Introduction to decision-makers: Introduce the employee to more people internally, the stronger their network, the more they will be able to achieve.

https://s.w.org/images/core/emoji/12.0.0-1/svg/26f0.svg

Absence and work from home policy: All companies are different, make sure to go through these pieces. How does it work at your company?

https://s.w.org/images/core/emoji/12.0.0-1/svg/2705.svg

90-day check-in: Continues follow-ups are essential, make sure to have them on a bi-weekly basis during the first 6 months.

Most often it takes new hires several months to become productive. It is therefore essential that onboarding doesn’t stop after the first week.

This entire onboarding checklist is also available in PDF format to download here.

Sign up for our newsletter!

Fine-tune your knowledge within on- and offboardings with our monthly newsletters.