Employee Onboarding Checklist
Give each task an owner and due date, then use the list to prepare for a new colleague’s arrival.
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Start with a staff record containing the employee’s name, job title, department, manager and start date. Keep personal information in your approved system rather than in a shared task checklist. Add role-specific tasks and separately verified employment requirements.
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.
Need to document the leave process first? Prepare a leave policy worksheet.
Talk to Us About Staf.my
Tell us about your team and we will contact you by phone, WhatsApp or email. Please do not include employee records.
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