A well-thought-out new hire checklist can assist new employees in settling into their new responsibilities and integrating into the team. A new hire onboarding checklist assists managers and HR in ensuring that all required actions are taken to prepare for onboarding a new employee and to guide them through the process of becoming a productive member of the team. The initial few days of a new employee’s employment will set the tone for the rest of their stay with your firm and determine if your investment in them will pay off. Whether you’re employing your first or 100th employee, this checklist will come in handy. Are you looking for checklists that you can use for your newly hired employees? Then worry no more, because you found the right website. Scroll down below to know more about a new hire checklist and download our templates!

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.

Employer Checklists for New Hires on Their First Day

It is important to have your own checklist for your newly hired employees on their first day to ensure a smooth transition of the works and to ensure that they will be learning in the most efficient and correct way. You may follow this checklist for your newly hired employees:

 Conduct an overview of the position, including a tour and introductions.  Examine the work schedule and hours for the first week.  Examine the code of conduct and professional ethics.  Examine all policies, including those concerning safety and security.  Describe your pay and benefits.  Provide a handbook for employees and answer any queries they may have.  Examine the job description.  Assist them with computer or other device setup. 

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. Before making a recruiting choice, submit a job requisition paper to your company’s human resources department for approval. Before a new employee can be formally hired, the HR staff may require a completed background check and drug test. Close the open position and make sure any job advertising that are still active are removed.

Step 2: Conduct a Background Check

Many occupations require this to protect the safety and security of clients and coworkers. 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.  


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.

Perhaps not directly, but your employee onboarding template can assist you in ensuring that you cover all of your legal bases by showing forms that must be completed, safety training that must be performed, and other protocols that must be followed. A hiring checklist form should, in general, assist you in avoiding legal complications.

What kind of information should be included in my new hire checklist?

  • A look of the company’s policies.
  • An overview of their staff and key members.
  • A look around the workplace and workspace.
  • A review of the general information about the role.
  • Assistance with obtaining and installing technology, such as computers.
  • A look at their next plans.
  • Assuring that all required forms are completed. A look at the working hours.

Should I use a new employee checklist in my small business?

Yes! Because small business owners recruit infrequently, they may not think they need something like this, but having a new employee checklist is essential because you’ll remember the identical process each time, be able to improve it, and be able to pass it on to someone else as the company expands.

Is storing my new employee checklist template in the cloud a wise idea?

Yes! If you store it on Dropbox or Google Drive, you can view it from anywhere, at any time, and share it with others who are responsible for new recruit onboarding and keeping track of their progress.

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!