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Onboarding Checklist

Ensure a smooth transition for new hires

📅 Pre-Boarding (Before Start Date)

☐ Send formal offer letter and contract
☐ Complete pre-employment checks (DBS, references)
☐ Confirm start date and reporting time
☐ Send welcome email with joining instructions
☐ Order IT equipment (laptop, phone, access cards)
☐ Set up email account and system access
☐ Prepare induction schedule
☐ Assign a buddy or mentor
☐ Prepare workstation/office space
☐ Share organisational policies and handbook

🎉 Day 1 Checklist

☐ Welcome meeting with manager
☐ Tour of the office/facilities
☐ IT setup verification and login
☐ Introduction to team members
☐ Collect ID badge and access cards
☐ Complete HR paperwork (if not done)
☐ Overview of key policies
☐ Schedule regular check-ins
☐ Set up team introductions/meetings
☐ Share first week's schedule

📆 First Week Checklist

☐ Meet with key stakeholders
☐ Complete mandatory training
☐ Review team objectives and priorities
☐ Understand role responsibilities
☐ Set up 30-60-90 day goals
☐ Schedule regular 1:1 meetings
☐ Access to all necessary systems
☐ Receive first task/project

📊 First Month (30 Days) Checklist

☐ 30-day check-in meeting
☐ Review progress against goals
☐ Gather feedback from team/stakeholders
☐ Ensure all training is complete
☐ Discuss any challenges or support needed
☐ Confirm understanding of role expectations
☐ Plan for next 60 days

🎯 60-90 Day Integration Plan

60 Days:

  • Independent handling of core responsibilities
  • Contribution to team meetings and projects
  • Building relationships across departments
  • Feedback session with manager

90 Days:

  • Full integration into team and role
  • Complete first major project/task
  • Identify areas for professional development
  • Probation review meeting
  • Set long-term career development goals

📋 HR & Compliance Checklist

☐ Right to work documentation verified
☐ DBS/background check completed
☐ References received and reviewed
☐ Signed employment contract filed
☐ Bank details for payroll
☐ Emergency contact information
☐ Pension enrolment completed
☐ Health and safety induction
☐ Data protection/GDPR training
☐ Equality and diversity training

💻 IT & Equipment Checklist

☐ Laptop/desktop assigned and set up
☐ Mobile phone/headset provided
☐ Email account created
☐ System access (HR, finance, CRM)
☐ VPN/remote access configured
☐ Stationery and office supplies
☐ Security fob/access card
☐ IT security policy review

💡 Onboarding Best Practices

  • Assign a Buddy: Pair new hires with an experienced team member
  • Regular Check-ins: Schedule weekly 1:1 meetings for first 90 days
  • Set Clear Expectations: Clearly define role, responsibilities, and success metrics
  • Provide Feedback: Give constructive feedback early and often
  • Celebrate Milestones: Recognise 30, 60, 90 day achievements
  • Gather Feedback: Ask new hires how to improve the onboarding process
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