5-Phase New Employee Onboarding Checklist Template

5-Phase New Employee Onboarding Checklist Template
Summary: A job is more than just a place of employment – it’s a livelihood. For your new employees joining your team, you want their onboarding experience to be awesome. 

How To Make A New Employee Onboarding Checklist - Your All-In-One Template

One goal of onboarding is to get new employees comfortable and feeling like they’re part of your company’s culture from the moment they sign their offer letter, because that’s when their onboarding experience truly starts. You probably already have a checklist of things you need to do. Now let’s take that to the next level.

Remember -it’s important to have a plan customized for each new hire onboarding. Having a plan to ensure employees go through the list of all the ‘to do’s’ and have fun throughout their entire onboarding is the best way to immerse them in your company culture and make them feel comfortable in their choice to join your team.

The onboarding process for new employees varies based on the unique role each new hire has to play. Whether you’re onboarding a couple of employees a year or hundreds every month, without a repeatable process of onboarding, you could potentially miss including important information for new hires.

We have developed this new employee onboarding checklist template into a 5 (yes five!) phased approach for onboarding checklist for your new hires as an outline for how to implement the most optimal training.

  1. Pre-planning the essentials before starting
  2. Day 1 and kick off
  3.  Explaining ‘Why you’re here…’
  4.  Job-specific training
  5. First 30, 60, 90 days
eBook Release: How To Make Training Awesome: Your New Employee Onboarding Checklist
eBook Release
How To Make Training Awesome: Your New Employee Onboarding Checklist
Learn insider tips to banish the boredom and boost new hire engagement!

The Ultimate Employee Onboarding Process Checklist

You already know that you need to have a plan for onboarding but we’ll dive deeper into how to make a new employee onboarding checklist template and examine all the points of a successful onboarding process:

Phase 1 = Pre-planning the essentials before starting

  • Background checks
  • NDA, non-compete
  • Payroll / direct deposit
  • Filling out the health benefits and insurance paperwork
  • Prepare a swag pack with your new company’s t-shirt and other fun items
  • Tech - computer, laptop or phone
  • Set up email / Slack or Teams / Zoom or virtual meetings account
  • Parking
  • Annual schedule for holidays / vacation
  • Instructions for how to request time off

Let’s also consider how to make a checklist for your new employee training content. Is there a central place with this type of information for new hires?

  • Employee Training Manuals
  • Employee Onboarding Video
  • Folder with recorded interviews with customers, demos, etc.
  • User journeys and company stories

Phase 2 = Day 1 And Kick Off

Before you get into their onboarding, let them know what Week 1 will look like so they can also plan accordingly

  • Show them this checklist to set expectations
  • Share the ‘intro to company’ training content
    • Review the employee training manual
  • Show the employee Onboarding VideoShare the folder with recorded interviews with customers, demos, user journeys and company stories
  • Advise them on how to communicate with your coworkers
    • The process for internal communications
    • What tools you use
    • knowing who to reach out to and where

A big consideration for cybersecurity - the moment you hand an employee their new computer, device or online account is the moment your new hire becomes a vulnerability so instruct them on how to:

  • Turn on two-factor authentication / multi-factor authentication
  • Where to get information - file servers, where things are stored, where to get access to online training

All should happen on Day 1 to make sure they’re protected against a potential cyber attack.

Phase 3 = “Why You’re Here”

Instead of diving into directly ‘what’ their specific job entails, it’s about why they’re here at your company including your:

  • Mission
  • Vision
  • Company culture
  • Core values / ethics
  • Origin story of how your company started
  • Annual goals - where your organization is aspiring to go over the next 1-3 years
  • Meet the team + execs
    • Investors
    • Organizational hierarchy
    • Who is on your team to help you
    • Learning the product/business at a high-level
      • Understanding why your business exists

Phase 4 = Job Specific Training

  • Why their job matters
  • Expectations
  • Their team
  • Their role
  • Access to systems they need
  • How they work with other departments
  • Everything they need to know to get the job done

Phase 5 = Handoff - First 30 Days

  • 30, 60, 90 days plan
  • Adapting to new role
  • Learning by doing
  • Collaborating with team
  • Potential roadblocks, discovery, etc.

Wrapping Up Your New Employee Onboarding Checklist

To get started, just begin by writing out this list of requirements for what you need to do for your new employees. One consideration, you’ll also need to confirm that compliance, culture, and security are all included as basic components of this new hire successful onboarding process.

We wrote the eBook How To Make Training Awesome: Your New Employee Onboarding Checklist, so you can jump around to the parts of this book to find the information you need to be successful with your new employee training. Each chapter ends with key takeaways, and you can also replay our webinar where we discuss how to incorporate storytelling into your employee training.


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