HR is waiting on paperwork, IT is swamped, and the manager doesn’t know what’s done yet.
Badges, benefits, or security training slip through the cracks — not a great first impression.
“Who’s creating accounts?” gets lost between HR, IT, and the hiring manager.
No single place to see what’s completed or where things are stuck.
New hires can’t log in or don’t have the right permissions on day one.
Without a checklist, it takes weeks to get new employees fully productive.
Onboarding new employees is where first impressions are made. A clear, repeatable checklist aligns HR, IT, and managers so accounts, equipment, paperwork, and training happen on time. Use this new-hire onboarding template to assign steps to roles, set reminders, and track progress in one place.
Spin up a complete new-hire checklist in minutes — no more ad-hoc emails.
Each step is owned by HR, IT, or the manager with automatic reminders.
See exactly what’s done, what’s next, and where bottlenecks occur.
Handle exceptions without breaking the process — real teams, real timelines.
Accounts, equipment, and policies ready on time — no waiting around.
New hires feel supported and confident from day one.
Hire in batches without losing track or cutting corners.
Every step is assigned and tracked — no lost emails or sticky notes.
A structured onboarding checklist gets new hires productive faster while reducing risk. Standardize paperwork, account access, equipment setup, and early training — then track it all in one place.
Employee onboarding checklist FAQ covering what it is, why it matters, what to include, and how to customize this new-hire onboarding template.
New Employee Onboarding # New-hire info Employee Name*| Start Date*| Role/Department*| Manager Name*| Collect paperwork Send W-4, I-9, direct deposit, and policy acknowledgements for e-signature. [HR] Create accounts & access Provision email, SSO, groups, and role-based permissions. [IT] Prepare equipment Assign laptop/phone, install required software, and verify security settings. [IT] Orientation & policies Schedule orientation covering culture, security, and key policies. [HR] Manager 1:1 & goals Hold a manager check-in to set expectations and first-week goals. [Manager] First-week check-in Confirm access, answer questions, and review early wins. [Manager]