8 Employee Onboarding Process Checklists to Help You Achieve Success

8 Employee Onboarding Checklists to Help You Achieve Success

Document and automate your new hire onboarding process with these easy to customize checklists

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What is a new employee onboarding process?

A new employee onboarding process is a procedure to follow when bringing a new employee into your organization. The onboarding process introduces new staff members to the office, their coworkers, and the tools they will use on a day to day basis. In addition to those administrative tasks, the onboarding process can be used to introduce the mission, culture, policies, and values for your organization as well as objectives and goals for the new employee.

Why is a new employee onboarding process important?

Studies have shown that a structured onboarding program is vital for longevity and retention. Hr.com’s Christine Marino states that properly onboarded employees are 69% more likely to stay in the organization for more than 3 years. On top of that, 15% of employees who have quit organizations have cited the lack of an effective onboarding program.

The right employee onboarding process not only contributes to keeping your employees, it also gives you an edge over the competition. According to the Marino study, “32% of global executives said that their onboarding process was poor”. In turn, this means getting your employee onboarding process right means you have the advantage over a third of global executives and more many of your competitors!

Want more tips from leading HR experts about how to make the most of your onboarding process? Checkout these tips from 15 HR executives and incorporate those into your own process starting with any of the templates below.

Get started with these employee onboarding checklists

Want to jump right in? Pick a customizable onboarding process template below and get started. Or, read on to learn more about the best practices for new hire onboarding that have been incorporated into these employee onboarding checklists.

Is the checklist you are looking for not in the list? No worries. You can easily customize any of the above to your needs.

What are the best practices for employee onboarding?

great employee onboarding experience

When planning your New Employee Onboarding Process, split what needs to be done into these four steps:

  1. What needs to be done before they show up? (Documents, forms, etc)
  2. What is mandatory for them to start working? (compliance, legal requirements)
  3. What do they need to learn to get started working? (training, projects)
  4. What expectations do you want to set long-term? (goals, objectives, expectations)

These steps can also be mapped into a timeline for your process that begins before the employee shows up for their first day and continues through their first series of performance reviews. Often these timeframes are:

  1. Before the first day. (Preparation steps)
  2. First day. (Administrative activities and welcome to the team)
  3. First week. (Training and first assignments)
  4. First month. (First project work, goal setting)
  5. First 3 months. (Review and goal refinement)
  6. First 6 months. (Formal performance review)

It also takes a team to onboard a new employee. They cannot do it alone. Their manager, members of HR, IT, Facilities, Payroll, and other departments all have a role. These roles often include:

  • New employee
  • Manager
  • Human Resources (HR)
  • Facilities
  • IT Department
  • Training Manager

How Google used employee onboarding checklists and a buddy system to get 25% better onboarding results.

In 2015 Google shared that it had improved its employee onboarding results by 25% and explained the key factors that made it happen. The two central elements of their improved process? ‘Just-in-time checklists’ and a ‘buddy’ system…

In 2015 Google shared how it had improved its employee onboarding results by 25% using ‘just-in-time checklists’ and a ‘buddy system’. The checklist created accountability and kept the process moving forward faster. The buddy helped the new employee create a social network and accelerate their integration into the team. Both of these led to significantly higher productivity and job satisfaction sooner.

Start your new employee onboarding process before day 1

The first step of your new employee onboarding process should begin before the new hire’s first day. The last thing your new hire needs is to be sat waiting while you print off the required HR documentation and find them a desk to work at. That’s hardly a great first impression!

Getting things in order ahead of time means that things will run smoothly on day one, letting your new hire feel confident in their new environment. Think about the different departments that your new hire intersects with. What about what HR processes? Has your IT department set up their user access and email account? Do they have the right equipment to work on site?

Handle mandatory tasks on the first day

When you’re starting a new employee onboarding process, you should be clear what your goals are.

Your structure needs to reflect not only what they need to know to get the job done, but also give them an opportunity to understand the company values. The first day should focus on introducing the new hire to the company culture. Working through any health and safety policies and mandatory training should also take priority.

Use the first week for training and starting work

Setting them to work sooner rather than later means that any teething problems get identified early. It’s important to make sure the new hire team leader knows who needs to deliver training and when. Training is also an excellent way to help cement a team ethic and help them to get to know their colleagues.

Finally, make sure that you conduct a review at the end of the week. Talk to your new hire about what they’ve learned, which processes they understand and if there’s anything that they need more training on. Regular check-ins help identify strengths and weaknesses of your new hire, as well as ensuring they feel looked after and listened to. Most importantly, this end-of-week meeting will help align expectations for what’s to come in the following month.

Use the end of the month to evaluate growth

By its very nature, your month 1 expectations must be more flexible than your day 1 expectations. The first month is where you need to let your new hire work independently with the workflow processes you have introduced them to. It’s also where you want to retrain on the areas, they need help with.

Find the balance by prioritizing what they need to learn immediately, what they need to learn by the end of the month, and what they need to learn long-term. Turn these into objectives you set in the next three weeks and review at the end of the month with a meeting that discusses growth and long-term goals.

Set your long-term goals

We’re always learning new things, and the true is same of your new employee onboarding process. While you can be rigid and structured with your initial take-on, keeping adaptable to the needs of the individual is vital for their success. After the first month, work with the team members responsible for overseeing your new hire’s development to set goals for the next 60 days

Keep employee onboarding adaptive with TeamworkIQ

By its nature, your employee onboarding process is a checklist, but a checklist that needs to adapt, change and conform to the needs of an individual.

Everyone has different experiences, and different rates and bring different skill sets and qualifications to your company. Someone might have a wealth of experience in one area of your business (e.g. finance and invoicing) but need to be brought up to speed to your company’s standards in another (e.g. internal auditing and internal-specific tasks).

By properly onboarding your new hire you stay within the 69% threshold that will be more likely to have employees stay with the business for more than 3 years. As such, adapting to their needs is key to the success of your business.

Customizable New Hire Onboarding Checklist Templates

Here are many new employee onboarding checklists. Each is tailored for a slightly different purpose. Each uses the common best practices and standard operating procedures for new employee onboarding.

Select, then customize any of these checklists and instantly automate your employee onboarding process when you create a free TeamworkIQ account.

Employee Onboarding Checklist

Employee Onboarding Checklist

Click here to customize and use this template.


Onboarding Checklist with Google’s Buddy System

Click here to customize and use this template.


Sales Onboarding Checklist

Click here to customize and use this template.


Retail Onboarding Checklist

Click here to customize and use this template.


Marketing Department Onboarding Checklist

Click here to customize and use this template.


Remote Employee Onboarding Checklist

Click here to customize and use this template.


Call Center Employee Onboarding Checklist

Click here to customize and use this template.


IT Department Employee Onboarding Checklist

Click here to customize and use this template.


Customize and use one of the employee onboarding templates above or create your own automated checklist to meet your needs. Add or remove roles as needed and for each, add subtasks that need to get done.

Collaborative Checklists Free Up Your Time, Get Things Done Faster, and Eliminate Errors

Automating your process with TeamworkIQ’s smart checklists gives everyone a clear understanding of the process. When everyone works from the same page next steps are clear, work is more efficient, and things no longer fall through the cracks. Manually delegating tasks by email and tracking them in spreadsheet or email is a pain. Save time, money and headaches with TeamworkIQ.

Streamline your onboarding process to deliver a great onboarding experience for everyone.

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