A step-by-step onboarding checklist to help HR teams deliver a seamless and structured employee experience — from Day 1 to the first 30-90 days.
An onboarding checklist is a structured document used by HR professionals to ensure that all necessary steps are followed when integrating a new employee into an organization. It includes tasks across documentation, tools setup, team introductions, training schedules, and compliance requirements.
Ensures a consistent and professional onboarding experience
Helps HR track and complete every essential step
Reduces first-day anxiety and improves employee satisfaction
Boosts productivity with faster ramp-up time
Minimizes compliance and documentation errors
| Phase | Task |
|---|---|
| Pre-Onboarding | Send offer letter and employment contract |
| Confirm start date and working hours | |
| Share welcome email with first-day instructions | |
| Prepare workstation, laptop, and IT access | |
| Add new hire to relevant communication tools (email, Slack, etc.) | |
| First Day | Conduct office tour or virtual orientation |
| Introduce to team and reporting manager | |
| Provide employee handbook and company policies | |
| Explain job role, team structure, and responsibilities | |
| Assign mentor or buddy | |
| First Week | Begin initial training sessions |
| Schedule 1-on-1 with HR and direct manager | |
| Set up calendar with key meetings and goals | |
| Complete necessary HR documentation and compliance forms | |
| 30-Day Review | Check progress and gather feedback |
| Address challenges and answer any questions | |
| Evaluate early performance goals | |
| 60-90 Day Review | Conduct performance check-in with manager |
| Identify skill gaps and assign additional training | |
| Finalize probation period (if applicable) | |
| Set long-term goals and development plan |