Onboarding checklist
This onboarding checklist will help ensure your new hires are set up for success in
their new role, and will make sure you don’t miss any critical steps. Be sure to begin
the onboarding process at least one week before your new employee’s start date.
First engagement
Confirm Start Date Obtain signed job acceptance
Sending Email for offer letter to be accepted along with required Docs
Obtaining Signed offer letter/ Acceptance
Prepare new hire paperwork
Employees Joining Form
Signed Offer Letter
Non-disclosure, non-compete or other legal documents
Employee last month salary slip ( Optional not applicable in case of freshers)
Identity Documents/ Aadhar Card
Bank documents i.e Cancel Check or Passbook first page
Procure devices and equipment
Computer/ Laptop (including keyboard, mouse, etc.)
Sim Card
Access to shared devices (printer, copier, fax machine, etc.)
Mobile phone, tablet, or other additional job-specific devices
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Set up accounts and create logins
WiFi access
Phone number
Email
Access to CRM, project management software, or other job-specific technology
Biometric access for attendance.
Other important tasks if applicable
Set up workspace
Reserve an office, cubicle or workstation
Ensure space has a desk, chair or other necessary office furniture
Provide necessary office supplies
Provide training materials (if applicable)
First day
Greet new employee
Provide card, badge or other security assets (if applicable)
Perform Office tour
Introduce new hire to team
Send new hire announcement email (Optional)
Information about lunch and refreshment break
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Orientation
Complete all remaining new hire paperwork
Company Introduction
Companies procedure
Review policies
Review technology policies and support process
Assign a mentor (if applicable)
Schedule check-in plan
Obtain onboarding feedback
Schedule one-week check-in
Schedule 30-day check-in
Schedule 60-day check-in
Schedule 90-day check-in
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