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What is Onboarding checklist
An onboarding checklist is a list of tasks that must be completed before and during the onboarding of a new employee.

The Onboarding checklist is a list of tasks that must be completed before and during the onboarding process. Typically, it is divided into pre-boarding (tasks that must be done between the time the applicant is hired and the time the employee starts) and onboarding (everything after the employee starts)

  • Pre-boarding
    • Send a welcome letter
    • Prepare employment contract
    • Prepare other documents
    • Arrange or purchase work equipment and aids
    • Set up accounts and access to internal system, emails etc.
    • Set up and prepare the workplace
    • Schedule orientation for the new employee
    • Assign a mentor or buddy
    • Set up onboarding plan for 30, 60 and 90 day plan
  • Onboarding - Day One
    • Documents submitted by the company
    • Documents and paperwork submitted by employee
    • Completed mandatory documentation with authorities
    • Employment contract submitted to the employee
    • Payroll documents handed over
    • Familiarity with workplace and colleagues
    • Familiarity with company documents
    • Work tools and equipment handed over
    • Hand over keys, access cards
    • Hand over access and passwords to systems
    • Introductions to colleagues
  • Onboarding - First week
  • First 30, 60 and 90 days after onboarding

Related terms and methods:

  • Offboarding, employee exit
  • Onboarding
  • Pre-boarding

Related management field:

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Last update: 25.05.2022

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