Onboarding Checklist.

Onboarding Checklist.

An onboarding checklist allows hiring managers and recruiters to organize the steps to guide new hires through their first days and months at a company. 

We will explore the different checklists that meet up with the onboarding process.

Related: Onboarding Process: What is Onboarding?

1. Preboarding Checklist.

Personal information details. 

  •  First name.
  •  Email Address.
  •  Mobile Number.
  •  Address.

Planning Checklist.

  •  Set up employee profile and email address.
  •  Prepare a personalized welcome.
  •  Confirm onboarding buddy.
  •  Send a warm welcome email (State the date and time, Meeting location in the office, Parking information, and Dress code)
  •  Provide access to the company’s equipment and internet.
  •  Set up an introductory meeting with the teams and managers.
  •  Prepare office space.
  •  Prepare a welcome presentation or video.
  •  Prepare all necessary contracts.

Related: Employee Onboarding Email Template.

2. First Day Checklist.

Welcome the new employee in person.

  •  Give a tour of the workplace.
  •  Allocate time for workspace setup.
  •  Introduce an onboarding buddy.

Introduce them to their manager and team.

  •  Position details.
  •  Department.
  •  Manager.
  •  Team.

Run through onboarding documents.

  •  Employment type.
  •  Start date.
  •  Salary.
  •  Commission. 
  •  Superannuation rate.
  •  Total remuneration.
  • Passport / Driver’s license.
  •  Probation period.
  •  Termination notice.
  •  Medical check.

Company Details.

  •  Employee contract.
  •  Employee handbook.
  •  Office details. 
  •  Company overview.
  •  Email.
  •  Internet use.
  •  Dress code.
  •  Code of conduct.
  •  Social media use. 
  •  Alcohol use at company events.
  •  Attendance.
  •  Handling Confidential information.
  •  Charitable donations.
  •  Gifts, gratuities, and lunches for employees.
  •  Computer and network use.
  •  Conflict resolution and communication.
  •  Effective email communication.
  •  Dating co-workers.
  •  Drug and alcohol-free workplace conduct.
  •  External company communication.
  •  Legal inquiries and actions.
  •  Non-disclosure agreements 
  •  Off-duty conduct outside the office.

Check-in on their first-day experience.

Related: Onboarding: Introducing the buddy system.

3. First month checklist.

Company Equipment.

  •  Computer required.
  •  Company email address.
  •  Software required (updated) 
  •  Company Phone. 
  •  Peripherals required (headset, USB) 
  •  Logins.
  •  Desk allocation.  
  •  Mail provider. 
  •  Google Workspace, MS Teams, or other workspace tools.
  • Slack or other messenger tools.


  •  Confirm the right pay rate for your employee. 
  • Manage and file pay slips and documents. Pay slips and record-keeping are mandatory. 
  •  Review all pay practices, including minimum wage, deducting pay and overpayments, penalty rates and allowances, and unpaid work.
  •  Review tax and superannuation obligations.
  •  Add payroll details to the company’s system.

Employee Policies.

  •  Relate all company policies and procedures and state labor laws with new hires to comply.
  •  Provide new hires with a handbook explaining the company’s policies and procedures related to standards of conduct, nondiscrimination, benefits, and other terms and conditions of employment.
  •  Organize necessary skills and regulatory training.
  •  Review confidentiality policies

4. Postboarding Checklist.

  • Celebrate milestones. 
  • Run an onboarding survey. 
  • Conduct a 30-day check-in. 
  • Conduct a 90-day check-in.
  •  Schedule a probationary review.

Onboarding Documentation Checklist.

Here is a list of documents required during onboarding.

1. Signed employee contract.

2. Signed confidentiality agreement.

3. Employee information details. 

  • Bank account.
  •  Personal contact.
  •  Emergency contact.

4. Completed copy of Tax File Number.

5. Completed superannuation standard choice form to nominate funds.

6. Provide a Fair Work Information Statement and a copy of the Relevant Award.

Other common forms that should be provided.

  •  Company policies and procedures.
  •  Anti-discrimination and EEO policy.
  •  Internal employee handbook.
  •  Conflict of interest policy.
  •  HR code of conduct.
  •  Information and security policy.
  •  Work Health and Safety (WHS) general policy.
  •  Performance and misconduct policy.
  •  Workplace bullying and harassment policy. 

 Employee Documents & Benefits.

  •  Copy of employment contract.
  •  Letter of offer.
  •  Job description.
  •  Benefits plan.

The Importance of Onboarding Checklist.

One of the aspects of effective onboarding is the use of a checklist to outline the activities, milestones, and deadlines a new hire needs to complete during their first few months on the job. Therefore, the importance of the onboarding checklist is;

  1. An onboarding checklist provides a roadmap of what needs to be accomplished during the onboarding process.
  2. The onboarding checklist ensures that all new hires at your company receive the same information, resources, and training.
  3. The onboarding checklist encourages consistency in the development of new hires.
  4. It ensures that everyone is on the same page and crucial information is not overlooked or forgotten. 
  5. The onboarding checklist brings about clarity and reduces anxiety and uncertainty, which is especially beneficial for those transitioning to a new industry or role.
  6. A well-structured onboarding checklist also helps to set clear expectations for new hires about what they need to accomplish during their first few months on the job.
  7. By providing new hires with a clear onboarding checklist, you are setting them up for success.
  8.  The onboarding checklist demonstrates that you are invested in their growth and development within the company.
  9. Studies have shown that a well-planned onboarding checklist helps decrease turnover.
  10. The onboarding checklist provides a roadmap of what needs to be done so that new hires can focus their time and energy on completing tasks.
  11. A well-organized onboarding checklist saves time and resources for both the new hire and the company.
  12. Finally, it increases the productivity of new hires.

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