New Employee Onboarding Checklist

Hand drawn image a box of awards, plants, pictures for the first day

Does this sound familiar?

😤

Day-One Chaos

HR is waiting on paperwork, IT is swamped, and the manager doesn’t know what’s done yet.

🤦‍♀️

Critical Steps Get Missed

Badges, benefits, or security training slip through the cracks — not a great first impression.

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Handoff Confusion

“Who’s creating accounts?” gets lost between HR, IT, and the hiring manager.

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Zero Visibility

No single place to see what’s completed or where things are stuck.

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Access Delays

New hires can’t log in or don’t have the right permissions on day one.

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Slow Time-to-Productivity

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.

How LoopyList Transforms Employee Onboarding

1

Complete Checklist

Spin up a complete new-hire checklist in minutes — no more ad-hoc emails.

2

Assignments & Notifications

Each step is owned by HR, IT, or the manager with automatic reminders.

3

Real-Time Progress

See exactly what’s done, what’s next, and where bottlenecks occur.

4

Flexible Execution

Handle exceptions without breaking the process — real teams, real timelines.

The Results

Faster Day-One Readiness

Accounts, equipment, and policies ready on time — no waiting around.

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Professional Experience

New hires feel supported and confident from day one.

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Scalable Growth

Hire in batches without losing track or cutting corners.

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Nothing Slips

Every step is assigned and tracked — no lost emails or sticky notes.

Proven in Real Organizations

"LoopyList helped us standardize new-hire onboarding across HR and IT. Provisioning, paperwork, and day-one access are now simple and repeatable."
— IT & HR Lead, 300+ Employee Agency

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.

Customize this Checklist

Modify the text on the left / To get the checklist on the right

Frequently Asked Questions

Employee onboarding checklist FAQ covering what it is, why it matters, what to include, and how to customize this new-hire onboarding template.

A repeatable list that guides HR, IT, and managers through day-one tasks so the new hire is set up quickly and nothing is missed.

It accelerates time-to-productivity, improves retention, and reduces security risk by standardizing access and policy steps.

Paperwork, account provisioning, equipment setup, orientation, early goals, and first-week check-ins.

Yes—adapt steps, roles, and timelines to match your policies and compliance needs.

Checklist Tasks

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]