Responsibilities Checklist

To use this guide:

Select the department responsible for each activity and fill in the expected completion date. Use this as your roadmap to make sure all the important
pieces are in place to onboard each new hire. Example tasks are provided for each milestone, and extra spaces are included so you can add items
relevant to your own onboarding program.

HR Hiring Expected
Prior to Start Date Recruiting Date Completed
Generalist Manager Completion Date

Set up new hire in the system. Assign user name and password. ☐ ☐ ☐ Click to select a date. Click to select a date.

Enroll employee in new-hire orientation. ☐ ☐ ☐ Click to select a date. Click to select a date.

Request hardware for employee’s workspace (e.g., computer, ☐ ☐ ☐ Click to select a date. Click to select a date.
phone, headset, keyboard, mouse, etc.).

Request software required for the employee’s position. ☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

HR Hiring Expected
First Week Recruiting Date Completed
Generalist Manager Completion Date

Explain the timeline and purpose of their onboarding. ☐ ☐ ☐ Click to select a date. Click to select a date.

Have new hire complete necessary paperwork (e.g., W-2, benefits ☐ ☐ ☐ Click to select a date. Click to select a date.
enrollment, direct deposit).

Review key processes, resources, contacts, and collaboration ☐ ☐ ☐ Click to select a date. Click to select a date.
tools.

Provide employee a plan for their first week, month, and 90 days. ☐ ☐ ☐ Click to select a date. Click to select a date.

Send new-hire orientation survey to employee. ☐ ☐ ☐ Click to select a date. Click to select a date.

Assign mentor or buddy to answer questions. ☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

HR Hiring Expected
First Month Recruiting Date Completed
Generalist Manager Completion Date

Share rewards and recognition program with employee. ☐ ☐ ☐ Click to select a date. Click to select a date.

Discuss performance review process and provide sample Click to select a date. Click to select a date.
☐ ☐ ☐
performance objectives.

Set up networking plan with contacts across the org. ☐ ☐ ☐ Click to select a date. Click to select a date.

Assign training to help new hire understand the business. ☐ ☐ ☐ Click to select a date. Click to select a date.

Send out first-month pulse survey. ☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

First 90 Days Recruiting HR Hiring Expected Date Completed

 Generalist Manager Completion Date

Set up periodic performance touchpoints. ☐ ☐ ☐ Click to select a date. Click to select a date.

Have employee set professional development goals. Set up a 1:1 Click to select a date. Click to select a date.
☐ ☐ ☐
to discuss.

Send out first-90-days pulse survey. ☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.

☐ ☐ ☐ Click to select a date. Click to select a date.