What Is a New Hire Checklist?

An onboarding process isn’t a mere completion of documents. It is a painstaking process. It immerses the new hires into the company culture and practices. Onboarding checklists help in simplifying the process while making sure each phase is finished off. A new hire checklist basically streamlines the processes and simplifies the particular steps to the business needs and the job itself. Checklists are instrumental in a highly competitive business world since they keep the hiring and onboarding process specific and pertinent which safeguards both investments and talent acquisition. 

According to a research by Glassdoor, there is a boost in productivity by over 70% and new employee retention by 82% due to streamlined onboarding processes; therefore, efficient onboarding proves to be beneficial to a company.

Components of a New Hire Onboarding Checklist

It is essential to take note of the phases and elements you need to incorporate into your new hire checklist before you start making one. This can contain a new hire checklist template for building up employees over a prolonged period of time to gathering important information. There are many existing sample new employee boarding checklist you can obtain online, but to modify it according to your own preferences, write down all the necessary tasks to include a new worker into your company culture. Here are examples of components to integrate into the checklist:

The Compliance Checklist: All important documents to be organized before a new employee will be onboard begins with a compliance checklist. Pay period schedules, tax and withholding forms, 1-9 Employee Verification (Form 1-9), employee classifications, and others are necessary. This facet of the new hire checklist jogs your memory to obtain these while steering clear of errors or missteps. The Manager’s Checklist: A manager’s checklist jogs the memory of team leaders to accomplish necessary forms or contracts even before a new employee’s start date. Job descriptions, certification copies, non-disclosure agreements, etc. could be a part of it.30/60/90 Day Plan: A 30/60/90 day plan presents a clear plan of action for a new hire during the first 30, 60, and 90 days of being in the workplace. By establishing clear visions and goals at each phase, the transition into the new company can become smooth.The New Employee Welcome Email: A new employee welcome email announcing the news to the other employees aids in causing talent to be swiftly welcomed by team members. Email or text a message to the team with laying out specifics about the new hire, his/her position, and the start date. Employee Lifecycle Checklist: Employee onboarding is not a finished project but a process. An employee lifecycle checklist helps you every step of the way. Follow through the process until you have the belief and confidence that the new employee has been an independent worker, is highly productive, is devoted to the tasks at hand, and is fully absorbed into the company. Checklists aid in having a firm grasp on the entire process.

How to Prepare a New Hire Checklist

An employee onboarding checklist is greatly useful to both HR managers and staff for them to keep track of the essential steps for the preparation of the onboarding of new workers and walking them through the process of becoming the newest additions to the company, and build a successful team thereafter. Include all necessary employee onboarding steps with our new employee onboarding checklist steps below:

Step 1: Comply a Job Requisition Form to the HR Department. 

The hire becomes official once you submit a job requisition form to the Human Resources department. This is the first step in the onboarding process before you can go ahead any further.

Step 2: Conduct a Background Check.

In making a checklist for new employees, one of the most important steps before hiring new employees is completing a background check. This is important for various positions in order to establish security among colleagues and clients. 

Step 3: Examine the Schedule and the Basics of the Job. 

This is an opportunity to reach out to the employee and explain the schedule. Create a timesheet, and provide basic information like dress code.

Step 4: Go Over the Job Descriptions and Responsibilities.

An employee orientation checklist wouldn’t be complete without the job descriptions. Email the new hire a copy of the job description, cater to any inquiries, give a rundown of the functional area, and give details on how the new worker fits into the department/team. You can include this in the new employee welcome letter.   

Step 5: Prepare All New Employee Forms.

In a new hire forms checklist, completing all new employee forms is a must and a crucial step. This needs to be done before the worker’s first day. This will save the HR specialist’s and the new employee’s time since you can focus on many essential things once they start working in the company.

Step 6: Draw up Team Introductions.

Help the new employees to get intermingled with the company culture. Email their teams for the introduction of the new hires, organize meetings with staff, establish a workplace tour, and set up coffee dates or lunch meetings.

Step 7: Set up Their Working Space.

One of the most important things in a new hire training checklist is the preparation of the new employees’ work environment. This pertains to tidying up their working space, obtaining badges, acquiring business cards, and various equipment like phones, laptops, personal computers, etc.  

Step 8: Get Ready for the New Hire Training.

Set up a schedule for training. Coordinate with trainers with the training dates as well as with the workspace and IT equipment to be used.  


What is the best way to avoid missing out on an important step in the onboarding process?

Make use of a template. It can easily be downloaded and tweaked according to your needs and preferences.

Can small business owners utilize new hire checklists?

Yes, they can definitely use them. Small businesses don’t always hire employees compared to a big company like BPOs which hire daily, so small business owners might think they don’t need a checklist. However, checklists are useful so you would be reminded of the precise steps each time. It helps to avoid errors in the long run.

What makes a new employee checklist extremely important?

A checklist aids HR managers and supervisors in making sure that they have finished off every little thing that needs to be done to usher a new worker into the fold. It saves effort and time when no task or item is overlooked. A new hire checklist drafted beforehand also makes it easy to facilitate legal documents to be accomplished on time.

There are various tasks to be carried out by HR employees in onboarding new workers. If you are an HR specialist and you’re both pumped up and stressed out with the whole thing, we have a sample new hire checklist you can download anytime. Make the process smooth and easy by learning our stress-free tips for a better onboarding. Download a template today!