Templates & Checklists

Onboarding checklists


Your onboarding process is designed to help ensure new employees are welcomed to the organization and given all the support they need to quickly become effective in their new roles. It should be a two-way process that allows the new employee to get to know the organization, and allows the organization to get to know them.

Onboarding activities typically fall into one of five categories:

  • HR information/processes
  • Getting to know the organization
  • Getting setup with tools and equipment
  • Building your network of contacts
  • Getting introduced to the job

To help you design and implement an effective onboarding program that engages new employees and sets them up for success, we've identified the process steps you need to follow, and created handy checklists for HR, managers, and new employees.

You can use them as is, or modify them to suit your organization's particular needs.

7 steps to effectively onboard a new employee

This process flow identifies the key steps and activities HR and managers need to complete to effectively onboard a new employee.

Downloadable Assets

7 steps to effectively onboard a new employee

This process flow identifies the key steps and activities HR and managers need to complete to effectively onboard a new employee.

Onboarding checklist - employee

Get this comprehensive checklist that outlines all the tasks a new employee should complete to get up and running quickly and successfully in their new job.

Onboarding checklist - HR

This checklist identifies all the tasks HR should complete or oversee to provide new employees with a great welcome and introduction to the company, its culture and its mission, vision and values.

Onboarding checklist - manager

Use this checklist to ensure managers do everything they can to set their new employees up for success in the organization.

7 steps to effectively onboard a new employee

This process flow identifies the key steps and activities HR and managers need to complete to effectively onboard a new employee.

Onboarding checklist - employee

Get this comprehensive checklist that outlines all the tasks a new employee should complete to get up and running quickly and successfully in their new job.

Onboarding checklist - HR

This checklist identifies all the tasks HR should complete or oversee to provide new employees with a great welcome and introduction to the company, its culture and its mission, vision and values.

Onboarding checklist - manager

Use this checklist to ensure managers do everything they can to set their new employees up for success in the organization.

7 steps to effectively onboard a new employee

This process flow identifies the key steps and activities HR and managers need to complete to effectively onboard a new employee.

Onboarding checklist - employee

Get this comprehensive checklist that outlines all the tasks a new employee should complete to get up and running quickly and successfully in their new job.

Onboarding checklist - HR

This checklist identifies all the tasks HR should complete or oversee to provide new employees with a great welcome and introduction to the company, its culture and its mission, vision and values.

Onboarding checklist - manager

Use this checklist to ensure managers do everything they can to set their new employees up for success in the organization.

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