Employee Onboarding Checklist: How to Onboard Right


As we all know first impressions are very important, you hardly ever get the opportunity to make a second first impression. In other to ensure you retain the top talent, it is important you make a good impression. Your employee’s first day should be memorable and should make them feel excited to come to work the next day and beyond. That’s why you must ensure you develop a great onboarding process. According to stats, an onboarding process can increase retention by 25% and improve employee performance by 11%. Stats also revealed that employees who participated in a structured onboarding program were 69% more likely to stay in an organization for 3 years.

Employee Onboarding Checklist: How to Onboard Right

 With these stats, you can see why it is important to ensure you have a great onboarding program. It increases productivity, saves money, ensures your new hire is happier and helps you retain staff. To ensure you have a great onboarding process you need an onboarding checklist. This is the easiest and best way to ensure that your whole process has all the necessary elements. In this post, we would present a basic onboarding checklist. You can decide to remove or add anything that you think will be necessary to help a new employee fully integrate into your company. Please note that in onboarding, it isn’t one-size-fits-all. Each role and organization will vary, but what we will be presenting here are just some important components.

Onboarding Checklist for Before the First Day:

  1. Ensure you get all the necessary paperwork to form the employee
  2. Provide the employee with the company handbook and ask them to review.
  3. Prepare the employees workstation or office
  4. Prepare all the necessary tools the new hire will need such as computer, phones, car, give them access to necessary software, create company email etc.
  5. Give the employee all the necessary reading materials and information the employee will need for the role like policies, procedures, charts, Job description etc.
  6. Give new hire all the necessary information to better prepare for the first day like dress code, where she can park, what time she should arrive, and what she should bring.
  7. Prepare team ahead of time for the arrival of the new employee.

Onboarding Checklist for Day One:

  1. Give a general job orientation, with tours around the office. Please include the kitchen, bathroom and special areas.
  2.  Introduce staff to all the employees, especially members of their team and their manager
  3. Review all policies, the handbook and position information (what is expected from them).
  4. Help set them up with computers or other equipment.
  5.  Assign the new hire a mentor or someone they could ask questions or learn from

Onboarding Checklist for the First Week:

  1. Assign any initial assignments to the employee.
  2. Ensure you touch base with the new hire each day to find out if they are settling in okay.
  3. Ensure you teach the employee how to use any new software or equipment they will need for the job role.
  4. Ensure employee has met with key colleagues.

Onboarding Checklist for the First Month:

  1. Ensure employee is on schedule with training.
  2. Check in with the new hire weekly to ensure they are settling in okay and ask for feedback about his or her working experience
  3. Review past assignments and provide constructive criticism if necessary
  4.  Organize a team outing to help the new hire bond with the team.
  5.  Ask the new hire’s mentor assigned earlier to check-in with her
  6. Ensure that employee payroll is running smoothly.

Onboarding Checklist for After Three Months:

  1. Perform an informal and formal performance review.
  2. Review past and future assignments.
  3. Set performance goals.
  4. Give and ask for feedback.
  5. Check employee progress on training.
  6. Discuss end of probationary period.


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