Employee Onboarding Checklist

Purpose

Provide the reusable execution checklist for Employee Onboarding. The SOP owns the process; this checklist verifies that the required setup is completed for each new joiner.

Before Start Date

Employment & Ownership

• Accepted offer/appointment/engagement documentation is on record.
• Start date is confirmed.
• Role/title and reporting line are confirmed.
• Team/Department Lead is confirmed.
• Onboarding coordinator/owner is confirmed.
• Mentor/buddy is assigned where applicable.

Workspace & Equipment

• Required workspace is ready where applicable.
• Required company equipment is prepared and recorded.
• Any equipment/accountability acknowledgement required by current policy is prepared.

Identity & Access

Provision only what the role requires.

• Company email/identity is prepared.
• ClickUp access is prepared where required.
• Google Workspace/Drive access is prepared where required.
• Approved communication tools are prepared.
• Approved password-manager access is prepared where required.
• Department/project tools are identified.
• Client/privileged access is withheld until actually required and appropriately authorized.
• MFA/2FA requirements are communicated/configured where applicable.

Pre-Start Communication

• Start date/time is communicated.
• Office/location or remote joining instructions are communicated.
• Point of contact is provided.
• Any required pre-start documents/actions are communicated.

Day One / Initial Orientation

People Operations Orientation

• Company introduction/context completed.
• Relevant culture/values introduced.
• Employment/engagement basics explained.
• Working/attendance expectations introduced.
• Key workplace policies/resources provided or linked.
• Security and confidentiality expectations introduced.
• Communication and escalation channels explained.
• SOP Library introduced as the canonical operational knowledge source.

Team & Role Orientation

• Team and key collaborators introduced.
• Role purpose and expected outcomes explained.
• Reporting and communication expectations confirmed.
• Relevant projects/clients introduced where appropriate.
• Required SOPs/guides/resources identified.
• Initial work or learning plan assigned.
• Mentor/buddy introduction completed where applicable.

First Week

• Required systems can be accessed successfully.
• Required equipment is working.
• Initial tasks/learning activities are underway.
• New joiner knows where to find tasks, documentation, and support.
• New joiner understands immediate priorities.
• Probation/internship/check-in expectations are explained where applicable.
• Any outstanding onboarding issue has an owner and target date.

Closeout

• Administrative setup is complete.
• Required access/equipment is complete.
• Role/manager/priorities are understood.
• Initial work/learning plan is clear.
• Required policy/security orientation is complete.
• Onboarding is marked complete in the applicable tracking system.

Completion Record

Team member:
Role:
Start date:
Team/Department Lead:
Onboarding coordinated by:
Completed date:
Outstanding items / owners: