📄 Onboarding Checklist & Procedure

Onboarding Checklist & Procedure

Purpose: To ensure all new hires are properly integrated into the company with a smooth and welcoming experience.

Section A: Pre-Start Date (HR Responsibilities)

  • Send a formal offer letter with a clear start date and reporting manager.

  • Initiate a background check and reference check.

  • Prepare the new hire's file, including I-9 and W-4 forms (or local equivalents).

  • Set up a company email address and user accounts for all required systems (e.g., ERP, CRM, project management tools).

  • Inform the IT department to prepare necessary hardware (laptop, monitor, etc.).

  • Notify the manager and team of the new hire's start date and role.

Section B: First Day Checklist (Manager/Buddy Responsibilities)

  • Welcome the new hire and introduce them to the team.

  • Conduct a tour of the office/workspace.

  • Review the first week's schedule and goals.

  • Provide a "Welcome Kit" with company swag, ID badge, and key access.

  • Assign a "buddy" to help them navigate the first few weeks.

Section C: First Week (New Hire Responsibilities)

  • Complete all required HR paperwork.

  • Attend scheduled training sessions.

  • Review company policies and code of conduct.

  • Complete any required security or compliance training modules.

  • Set up personal calendar and familiarize with internal communication tools.