Operations template
Employee onboarding checklist
The best onboarding checklist makes handoffs visible. Adapt this sequence to your policies, systems, role, and location.
Before the start date
Prepare access, equipment, and expectations before day one.
- Confirm contract, start date, manager, location, and working schedule.
- Collect required payroll and identity information securely.
- Order equipment and provision essential accounts.
- Prepare a first-week plan and assign an onboarding buddy.
First day and first week
Give the new hire context, access, and clear next actions.
- Complete orientation and policy acknowledgements.
- Verify account access and equipment setup.
- Introduce key collaborators and recurring meetings.
- Agree on first-week outcomes and questions.
Close the onboarding operation
Confirm that the process delivered a working, supported team member.
- Resolve missing access or documentation exceptions.
- Collect feedback from the new hire and manager.
- Schedule the first-month review.
- Update the reusable template with what you learned.