Employee onboarding checklist
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Operational checklist for staff records and orientation. Add role-specific and separately verified employment requirements.

Company: __________  Owner: __________  Date: __________

Before the first day
[ ] Confirm the start date, reporting manager, work location and arrival instructions.
[ ] Prepare equipment and request only the system access needed for the role.
[ ] Create a staff record with the agreed job title, department and start date.
[ ] Assign an owner and due date to each remaining onboarding task.

On the first day
[ ] Introduce the team and explain who can answer HR and work questions.
[ ] Check that equipment and approved accounts work.
[ ] Walk through the leave-request process, approval contact and where to find the leave policy.
[ ] Explain how employees can request corrections to their staff records.

During the first week
[ ] Agree initial priorities and arrange role-specific training.
[ ] Check for missing information through the company’s approved collection channel.
[ ] Confirm that the employee knows where policies and support contacts are kept.
[ ] Record outstanding tasks and arrange a follow-up with the manager.

At the first review
[ ] Ask what is unclear and what support is still needed.
[ ] Review progress against the priorities agreed in the first week.
[ ] Update the task list and agree the next check-in date.