Ultimate New Employee Onboarding Checklist Featured Image

As a business owner, I know how difficult it can be to keep track of all the tasks associated with onboarding new employees. That’s why I’m offering the ultimate new employee onboarding checklist for free.

This checklist covers every step of the process—from pre-boarding to post-boarding—and even includes automated onboarding tools. Streamline your onboarding process and make sure your new hires have a smooth transition with this free, easy-to-use checklist.

Download it now and get the most out of your onboarding process.

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  • A positive onboarding experience increases employee retention and productivity.
  • A well-planned onboarding process helps new hires feel welcome and align with company culture.
  • An onboarding checklist ensures important tasks are not overlooked during the onboarding process.
  • Using an automation tool can save time and deliver a comprehensive and engaging onboarding experience.

What’s an onboarding plan

As an HR professional, I’m here to explain what an onboarding plan is and how it can help streamline your employee onboarding process.

An onboarding plan is a checklist for a new hire that ensures all necessary steps and documents are completed. It can include activities such as paperwork, compliance, orientation, and training.

An onboarding plan is critical to ensure a smooth onboarding experience for the new hire and the company. It helps ensure the new hire is comfortable and knowledgeable about the job, company policies, and regulations. It also helps create a sense of belonging and engagement for the new hire.

With an onboarding plan, the onboarding process can be efficient and effective, leading to better employee retention and productivity.

Why do you need an onboarding plan

Why do I need an onboarding plan?

An onboarding plan is essential for ensuring a smooth transition and high employee engagement. It provides a structured system for orienting new hires into the company culture and values.

With a detailed onboarding checklist, employers can easily track progress and make sure all necessary steps are taken.

For example, a new hire checklist could include collecting and verifying tasks, compliance policies, role-specific content, welcome messages, and networking opportunities. A template can also be used to customize checklists for each employee.

Ultimately, a well-developed onboarding plan helps new hires feel welcome and get up to speed quickly, setting the foundation for a successful long-term employee relationship.

Sample onboarding plan & Onboarding Document

My onboarding plan and document will help streamline your employee onboarding process. An onboarding document, which includes an onboarding plan, checklist, and process, can help ensure that new hires feel welcome, understand their role and responsibilities, and become productive quickly.

Download Onboarding Document

Here are some benefits of using an onboarding document:

  • Ready access to important documents: An onboarding document provides easy access to important documents that need to be completed by new hires.
  • Streamlined process: An onboarding document helps to streamline the onboarding process, ensuring that all the necessary tasks are completed and nothing is overlooked.
  • Time savings: An onboarding document saves time by automating certain tasks and ensuring that information is quickly and accurately disseminated.
  • Free download: An onboarding document is available for free download, so you don’t have to worry about purchasing expensive software.

An employee’s first week

Navigating an employee’s first week can be an exciting yet daunting task. An onboarding checklist and templates can provide guidance on the steps required to ensure a smooth transition.

Such checklists should include compliance policies, clarification of expectations, introduction to culture, connection with colleagues, and check-ins.

To help new employees feel welcome and get up to speed quickly, preboarding tasks should be completed in advance. These could be anything from sending documents for signing to sending a welcome package with extra items.

During the first week, focus on having employees sign off on compliance policies, clarifying expectations, and regularly checking in. Additionally, invite them to internal and external events to encourage networking.

Finally, have new employees create their first growth plan as part of the transition from new hire to core team member.

Week 1Week 2Week 3
Sign off on compliance policiesExpand role-specific trainingCollect feedback through survey
Clarify expectationsSprinkle introductory tasksProvide continuous development
Invite to eventsReview goals and adjustCheck in with onboarding buddy
Connect with colleaguesCreate first growth planEvaluate effectiveness of program

An employee’s first 3 months

During my first three months, I’m focusing on combining practical information with fun trivia to engage new hires and discovering best practices to boost employee engagement. This includes:

  • Reading the employee handbook and completing new hire paperwork
  • Utilizing onboarding tasks, checklists, and templates
  • Getting role-specific training from colleagues
  • Scheduling performance reviews
  • Exploring the integration of technology for onboarding success


With our ultimate new employee onboarding checklist, you can streamline the onboarding process, reduce stress, and ensure your new hire is ready to be productive from day one.

For example, one of our clients was able to reduce their onboarding time from two weeks to two days, saving time and money.

So, why wait? Get your free ultimate new employee onboarding checklist today and start onboarding your new hires with confidence.

Frequently Asked Questions

To create an onboarding plan, start by determining tasks needed, create a checklist, assign deadlines, and track progress. Use templates and automation tools to save time and ensure a consistent onboarding experience.

I measure the success of an onboarding plan by tracking employee retention, productivity, engagement, and satisfaction.

I can use automation tools like Zavvy to create a comprehensive onboarding experience. It saves time and provides information and integration beyond a spreadsheet. Try a free demo to enjoy faster productivity and time savings.

To ensure new hires are familiar with company culture and values, I suggest providing role-specific content, introducing key departments, and encouraging networking. A smooth onboarding process helps new hires feel welcome and align with company culture.

To onboard remote employees successfully, I recommend planning ahead, providing clear expectations, scheduling regular check-ins, and encouraging networking. This will ensure they feel welcome and connected to the team.

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