New Employee Checklist Template

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New Employee Checklist Template

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A new employee brings a fresh perspective and opinions into the workplace. Ensuring they become productive as quickly as possible boosts business performance and enhances the employee’s confidence in their role. This is where our new employee checklist comes in. Download it today as the first step to improve your onboarding experience.

The Onboarding Process.

The onboarding process is a series of steps and activities designed to integrate new employees into an organisation. The new employee checklist ensures all aspects are covered, helping the employee settle in and be fully prepared for their first day in the business.

Starting off in the right way helps to decrease the time it takes for the employee to be fully productive in the business.

It’s more than just a first-day orientation. The new employee checklist addresses the new employee’s first month within the business and beyond, ensuring they are set up for success. Furthermore, this will help in making their probationary period a success. Employers should also note when employee appraisal will take place.

Why Employers Need a New Employee Checklist;

Organisation and consistency

A checklist ensures that every new employee goes through the same onboarding process, ensuring consistency across the organisation. This helps in setting clear expectations and standards for all new employees. It outlines the company culture from the beginning.

Compliance with legal requirements

There are legal obligations that employers must meet when hiring new employees, such as verifying work eligibility, and providing certain mandatory training. A new employee checklist ensures that all these requirements are met and documented for every new employee.

Smooth onboarding

A well-structured new employee checklist streamlines the onboarding process, making it smoother for both the new employee and the HR manager, ensuring no steps are missed.

Cultural integration

A checklist can include items related to company culture, values, and norms. This helps new employees integrate faster into the company culture and understand the organisation’s values and expectations.

Resource allocation

Knowing in advance what needs to be prepared for a new employee (e.g., workstation setup, IT access, ID badges) allows for better planning and resource allocation. Making it a less stressful process to onboard the new employee.

Enhanced productivity

When new employees have a clear understanding of their roles, responsibilities, and the resources available to them from day one, they can become productive more quickly.

Feedback and improvement

A checklist also serves as a feedback tool. After onboarding, employers can review it with the new employee to gather feedback on the process. We have left spaces on the download for notes for managers/employers for continually monitoring and improving the onboarding process.

Reduced anxiety

Starting a new job can be overwhelming. A checklist provides a clear roadmap for new employees, reducing the anxiety associated with the unknowns of a new job and work environment.

Clear communication

It sets a precedent for open communication. When a new employee knows what to expect and what is expected of them, it fosters a sense of trust and transparency.


A positive onboarding experience, facilitated by a new employee checklist, can increase employee satisfaction and, in turn, improve retention rates.

A new employee checklist isn’t merely a list of tasks; it sets the tone for an employee’s entire tenure at the company. It ensures that the onboarding process is systematic and effective, leading to better outcomes for both the employee and the employer.

What should be on a new employee checklist?

The new employee checklist should consider all necessary documentation and onboarding steps. Our checklist includes the HR documentation required for all employees and provides a timeline for:

  • Before the first day
  • On the first day
  • First week
  • First month and beyond

Having a document to refer back to is great for ensuring all necessary steps and training have been covered. Especially if the probationary period is not going well. We have linked our resource on How to manage a dismissal during probationary periods below, check it out for more information on how to deal with this situation.

The onboarding process for remote employees

A new challenge for many employers and managers is onboarding of remote employees, especially when compared to the traditional in-person onboarding process. Businesses need to adapt and create an remote onboarding process.

By HR teams and managers having a new employee checklist ensures the equipment and welcome packages are sent for the new employee prior to the first day of work.  The last thing you want is the new employee sitting with no equipment on the first day of work.

Our checklist can be adapted to remote working onboarding.

Check out our other resources!

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