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New Hire Checklist For (Your Company Name) : One Month Before Starting

This document provides a checklist for onboarding a new hire over their first 3-6 months on the job. It includes steps to take one month before starting such as sending offer letters and ordering equipment. On the first day, the checklist recommends welcoming the new employee, giving them a tour, and reviewing expectations. During the first week, the checklist suggests introducing the employee to teams and assigning initial goals. Follow up items are listed for the first month and 3-6 months on the job.

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Rachel
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65 views5 pages

New Hire Checklist For (Your Company Name) : One Month Before Starting

This document provides a checklist for onboarding a new hire over their first 3-6 months on the job. It includes steps to take one month before starting such as sending offer letters and ordering equipment. On the first day, the checklist recommends welcoming the new employee, giving them a tour, and reviewing expectations. During the first week, the checklist suggests introducing the employee to teams and assigning initial goals. Follow up items are listed for the first month and 3-6 months on the job.

Uploaded by

Rachel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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New Hire Checklist

for
[Your Company Name]
Customize this list to suit your organization

One Month Before Starting


o Send offer letter

o Send employment contract

o Provide details of start date (+ time and address for place of work)

o Order any equipment the employee will need (eg computer, desk,
phone, etc)

o Order any supplies the employee will need (eg business cards,
uniforms, etc)

One Week Before Starting


o Send welcome letter and employee handbook (include their arrival
time, address and map, parking / public transport, dress code, and
plan for their first day)

o Enter employee records in your HR system – including their name,


address, contact details, position, start date, compensation, etc.

www.hrpartner.io
o Send a new hire announcement message to the company announcing
the new hire’s start date and encouraging everyone to welcome them
onboard

o Set up the employee’s office space

o Create an email address for the employee

o Arrange computer and software system login details

o Select and notify an onboarding buddy to welcome the new hire (or
their direct manager can also perform this role)

o Create a plan for the employee’s first week – arrange for them to
spend time with key people or departments

o Set date and reminder for probation period and review

Day One
o Welcome new employee

o Show them to their working area and ensure they have everything
they need

o Give the employee any equipment they need and explain the policies
related to those (key card, phone, etc)

o Introduce the employee to their onboarding buddy

o Give the employee an orientation tour of the office (be sure to show
them restrooms, kitchen, parking, office supplies, etc)

o Review job duties and expectations

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o Tell them how success is defined in their role

o Ensure employee can access their email and other core systems
(chat, project management, role-specific systems)

o Collect details and paperwork from the employee (eg tax forms, bank
account details, other details needed for your HRIS)

o Explain the plan for the employee’s first week and discuss with them

o Ensure employee has submitted all forms and information for payroll

o Explain how the timing of payroll works and any other compensation

o Explain any other benefits (eg insurance, bonuses, perks to take


advantage of, etc)

Week One
o Encourage the employee to send out an introductory message to the
company (show them past examples to reduce the stress of this)

o Get to know the immediate team – perhaps a team lunch or


introductory meeting where each team member gets to explain their
role and talk about themselves

o Go over the employee handbook

o Review other relevant company policies (eg code of conduct, safety


policy, etc)

o Assign any required reading / training

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o Introduce the employee to other departments & explain how the
company works

o Introduce the employee to senior executives

o Overview upcoming key company projects

o Assign the employee their first goal or project/s

o Ensure employee is aware of key upcoming dates, social events, etc

o Check in with employee every day during their first week – ensure
they meet with key people and everything is working fine

o Setup weekly 1:1 meetings with the new hire’s direct manager

Month One
o Review progress on their first goal or project/s

o Check employee payroll is running smoothly

o Conduct an informal performance review

o Give more of an overview of the company, including the mission and


vision, company values, key milestones, company goals, etc

o Discuss how the employee’s role fits into the bigger picture – revisit
the job duties and expectations of the role, and especially, the
success metrics

o Discuss and set next projects and goals

o Invite employee to connect on company social media accounts

www.hrpartner.io
o Get employee set up with company training sessions

3-6 Months
o Conduct probationary performance review

o Discuss and set new projects and goals

o Discuss career development plan

o Schedule next performance review

o Collect feedback from employee on onboarding process

www.hrpartner.io

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