# New employee onboarding checklist

| Field | Value |
|---|---|
| Employee | [full name] |
| Role and team | [role, team] |
| Manager | [name] |
| Start date | [YYYY-MM-DD] |
| Onboarding lead | [name] |

Owner codes: HR = Human Resources, IT = Information Technology, M = Manager, E = Employee

## Before they start

- [ ] [HR] Contract signed and personnel documents received | Guide: [link]
- [ ] [IT] Company email and basic accounts created | Guide: [link]
- [ ] [IT] Laptop and hardware prepared
- [ ] [M] First-week plan prepared and sent to the employee
- [ ] [HR] Welcome email sent (start time on day one, address, who to contact)

## Day one

- [ ] [E] First sign-in to accounts and password set | Guide: [link]
- [ ] [E] Two-factor authentication set up | Guide: [link]
- [ ] [E] VPN connection | Guide: [link]
- [ ] [M] Team introductions and how the team works
- [ ] [HR] Data protection and privacy policies acknowledged

## First week

- [ ] [E] Knows how to request leave and submit expenses | Guide: [link]
- [ ] [E] Has access to team tools (project management, shared drive, chat) | Guide: [link]
- [ ] [E] Completed the first two tasks of the role | Guide: [link]
- [ ] [M] One-to-one held and first-week feedback collected
- [ ] [IT] Required software access completed

## First month

- [ ] [E] Runs the core processes of the role independently | Guide: [link]
- [ ] [M] Goals and expectations written down and agreed
- [ ] [HR] Required training completed (security, health and safety, compliance)
- [ ] [M] End-of-month review held

## First three months

- [ ] [M] Probation review held
- [ ] [HR] Employee feedback on onboarding collected and reflected in this list

## Notes

[Missing guides, places where the employee got stuck, suggestions for future hires]