New employees are an invaluable addition to your company and setting them up for success from day one is paramount. Use the following checklist to establish a comprehensive onboarding process that will ensure new employees integrate seamlessly into their roles, optimize their performance, and contribute positively to the organization.
Name of New Employee:
Planned Start Date:
| Practical Stuff | Who will do it? | Date to be completed | Completed |
| Offer letter and or welcome email with starting day info | HR | Within 24 hours of verbal offer acceptance. | |
| Paylocity, Onboarding message sent | HR | Collect all their personal info and print out I-9 for orientation | |
| Paylocity, payroll info and identification | HR | Before start date | |
| Seat / space to be allocated Desk, Chair or work bench | Department manager | On acceptance of role | |
| Office supplies | Manager | Ready before start date | |
| Internal Telephone – which extension will be allocated Telephone list updated | IT Dept | Completed before start date | |
| IT equipment – Computer, mouse, keyboard, screen, cables etc. Software needs Printer connection Email account set up Server – user rights access | Dept Manager notifies IT Manager of employees needs via helpdesk ticket | Ready to go for day one |
Some assets you may want to create as an use info guide for your new starter:
Streamline onboarding, manage employee profiles & simplify HR document sharing with Workable's new features.
Streamline onboarding, manage employee profiles & simplify HR document sharing with Workable's new features.
Explore our full platform with a 15-day free trial.
Post jobs, get candidates and onboard employees all in one place.
Americas: +1 857 990 9675
Europe & Rest of World: +44 203 826 8149 Americas: +1 857 990 9675
Europe & Rest of World: +44 203 826 8149