Whether you're trying to nail the onboarding process or looking to retain staff, our onboarding checklist template will help you get organized, feel prepared, and ready to be the manager you deserve to become.
If you're unsure how to get started, check out our onboarding checklist guide below, and you'll learn about what to put into your new hire checklist. Once you understand the process, use our onboarding checklist template to help you put compile everything into one space.
This is a fantastic opportunity to send this template to other managers in the business, which can be tailored for a specific role. You'll be able to track who has clicked on the template and will be able to update accordingly.
Want to download our Onboarding Checklist Template?
If you're keen to get stuck into our onboarding checklist template straight away, sign up for our 7 Day Free Trial to check it out. Drop a message on our Live Chat and connect with our brilliant and friendly team, who will guide you and help you get started. If you've had questions about what to do, our team is ready to put your mind at ease.
Onboarding Checklist Tips
Let's get started and show you our onboarding checklist template! You can of course customize it, change the layout and add extra screens in whenever you like!
1. Get the contract ready
The contract is the first thing you'll need to put on your onboarding checklist. Usually, the new employee should receive their contract within 72 hours of a formal offer and sign and accept it.
You may have a bit of back and forth for negotiation with the new employee about pay etc, but you can minimize it if you get the recruitment and selection process nailed as well.
2. Payroll & tax documents
It's not usually something any new employee enjoys doing, but they'll need to return the payroll and tax document paperwork to you before their first day. You don't want a new member of staff not being paid on time or correctly when they join the company.
3. Benefits package
If you really want to nail top talent to work for your company, you'll need to make the benefits package look attractive. You might like to include a document that outlines everything from flexible working arrangements, salary packaging, professional development programs and student loan benefits.
Other ways to entice new hires would be to give them a spending allowance for healthy food, gym memberships, and wellness days every month or quarter and time to help them grow professionally.
4. Employee handbook
You'll also need to include the Employee Handbook, a must-have for all companies. Include valuable information such as the company code of conduct, the mission statement, workplace procedures, and leave policies. This is an essential staff manual which should outline the company culture, work rights and much more.
Make sure you check out our Employee Handbook Template & Guide to help you nail an interactive and fun staff manual that all new hires will love and feel excited about working for you.
PREPARING OFFICE EQUIPMENT
I'm sure we've all started jobs before; within the first few minutes of walking through the front door, you're standing with your manager with IT trying to sort out your computer access. No one wants to start a new job on this bad foot, and quite frankly, this laziness is unacceptable in the workforce nowadays.
If you're employing a remote staff member, check out our Best Remote Work Tools Guide to help you get your new employee set up before they even turn their new computer or laptop on.
5. Speak to IT about ordering equipment
You'll need to chat with IT about whether there are any spare laptops or computers you can use for your new hire to save on costs. Otherwise, you'll need to organize either a new laptop or computer for the new hire.
6. Budget for specific workstation requirements
You may need to talk to the purchasing team about ordering any extra pieces of equipment, including a stand-up desk, ergonomic chairs, or anything else that will be needed before the new employee's first week.
7. Set up your new employee's workspace
It might sound a bit basic, but no one wants to start a new job with a computer just left on the desk unplugged. Make an effort to get the workstation ready for your new employee with everything plugged in and ready to go.
If you're employing remote employees, make sure you send them their work laptops before they start their first day.
ACCOUNTS AND ACCESS
I'm sure we've all experienced starting a new job, and our work email hasn't been set up before the first day, right? Don't be part of the stereotype, and make sure you've set up your new team member with the necessary accounts and apps they'll need to have access to.
8. Email account
Configure the email account for your new employee and test it to make sure it works properly before their start date. You'll need to encourage your new colleague to change their password as soon as they start so they can make it personable to them.
9. Give access to relevant slack channels
If you're using Slack as your communication app at work, make sure you give your new employees access to the relevant channels before they join the company. You might like to grant this in the Pre-Onboarding Process to learn more about how the company operates and what conversations are being told before they join. This will help the new hires understand how the company communicates, helping them settle in quickly.
10. Xero account
You'll also need to give your new hire access to their Xero account or any other payroll apps that you use. This will give your new employee access to take sick leave and ensure that their pay details are correct.
11. Access to the office
You'll also need to make sure you give your new employees access to the office if they won't be working remotely. They might need a key or code to get into the office and know what to do if any alarms go off.
PLAN THE FIRST DAY
You want to make sure your new employee feels totally welcomed from the moment they set foot into the office. While you need to nail the onboarding process (make sure you read our guide, 14 New Hire Onboarding Training Mistakes To Avoid), you need to include the following in our onboarding checklist template.
12. Plan the office tour
If your new employee is working in the office, you'll want to show them around. Introduce them to a couple of key stakeholders informally and make sure they know where the fire exits are located, bathrooms and kitchen so they can store their lunch or make a coffee.
13. Set up meetings
As part of the employee onboarding, you'll need to meet with the relevant team member and key stakeholders during their first week at work. If there's one thing to note, don't put in back-to-back meetings, even if you have a remote team.
The first week can be very exhausting and tiring, so make sure you leave a few gaps in between meetings so your new employees can take the time to digest the meetings, make some notes or put together any questions for their following meetings. Trust me, this works so well and will make the onboarding process a much smoother ride for all.
14. Announce the new team member
Don't forget to announce the new team member in your relevant slack channels and encourage everyone to say hi and make them feel included.
15. Organize lunch on the first day
There's nothing worse than having to ask team members on your first day at work where to buy lunch, only to see them disappear together to the local cafe. Make your new employees feel welcomed and valued so that lunch isn't an awkward moment spent alone.
The onboarding process doesn't stop after the first week! You'll need to make sure you take responsibility for ensuring your new employees are excited to work for you and will be growing alongside you as the company grows too. Talk to your new employees and ask them what they would like to their goals, expectations and professional development to look like. This will help you shape their career at the company so you can see them progress quickly.
Make sure you've mapped out clear goals for your new hire that they can realistically work towards. The goals can be anything from work-related, professional, and improving skills. You'll want to make sure a goal is to get to know relevant stakeholders and team members in the business well enough so that relationships are formed and work processes are streamlined. You can also do this by organising team building activities that might be a little more out of the box than heading down to the local bar for an after-work drink.
Make sure you set clear expectations as a manager so that your new hire will understand everything from flexible working hours to team communication involved.
18. Professional development
Professional development is a crucial part of the employee onboarding checklist that many managers seem to forget about. You'll want to ensure that your new employee is valued and respected before their start date. You can do this by outlining their professional development in the onboarding process.
Ask your new hire what skills they might need to be the best fit for the role. There might be a few new systems that require training to help them succeed. Rather than letting them figure it out themselves, help them succeed by organizing relevant training to get them up to speed.
If you need to create online training courses for your new starters, make sure you check out our guide on How To Create Online Courses For Employee Training.
19. Don't forget to check-in!
If you spend a day or a week training up your new employees and expect them to get on with work suddenly, you'll more than likely be back to square one and going through the Hiring & Selection Process again.
Instead, know that the onboarding process should continue on for at least three to six months after their first day.
20. Voicing concerns
Let your new hires feel comfortable with you to raise any concerns they might have in their new role. Make sure you new staff always know that you will help steer them onto the right path if there is anything they need to talk to you about within their role or as a member of staff in the company.
21. Giving feedback
Giving feedback is another item to add to your new employee onboarding checklist! While the entire onboarding process can be quite long, you'll need to make sure you give feedback to your new hires regularly so they know if they need to improve or change a process they may have started since they joined the company.
When you have feedback catch-ups, you might like to discuss any projects they are working on and offer help and guidance on improving and learning new skills.
Using Coassemble's onboarding checklist template
Now you're aware of what's included in the Coassemble Onboarding Checklist Template, why not jump into our 7 Day Free Trial so you can access the template straight away? This will give you a fantastic starting point so you can add or delete any of the content we've included.
Coassemble is built by instructional designers who are changing the way employees learn. With fun lesson screens to customize, you'll be able to turn your content into a fun and interactive course that anyone will find engaging! Chat to our US-based team on our Live Chat and ask as many questions as you like so we can help you build out your onboarding checklist in no time!
You can add screens, move screens and customize your content to build your onboarding checklist you'll be proud of. Or, if you prefer, start a new course from scratch and add the screens as you go.
30+ lesson screens to choose from
With 30+ lesson screen templates to choose from, you'll be able to bring your content to life by using them to create an interactive presentation. For example, our popular wheel lesson screen helps you distribute your content into bite-sized interactive pieces. You also might like to use our timeline screen to add to your onboarding process.
Add in a quiz (find out more about our quiz screen here) to break the content up, and make learning fun so that your managers training new team members know exactly what they are doing.
There are plenty of ways to bring your content to life; you'll love using our lesson screen templates to help you see how easy it is to make it happen.
More than an onboarding checklist template
Coassemble offers much more than training templates to help make your life easier!
Our US-based training experts will help you build a training experience that will instantly make sense to everyone who needs to be involved in it. Drop our team a message in our Live Chat feature on this site, and they'll be able to answer any questions you might have about getting started with your training.
- You'll discover how to build a genuinely awesome training course that will knock the socks off your team and other stakeholders.
- You'll learn how to send your training program pro-actively so it doesn't get lost in a sea of spam.
- You'll also gain access to understanding how your team engaged with your training through our excellent analytics tool.
- You can ask for feedback from your team about how they found your training so you can continually improve and update it when needed.
Try Coassemble for FREE today!
Try out 7-day free trial here so you can see if Coassemble is what you've been looking for (we know it is!).
Test out our awesome lesson screen templates and have fun discovering how much you can get out of using our system to keep your training together.
Send our team a message on Live Chat so we can answer any questions you might have about getting started, and you'll realize that within 7 days, we'll turn you into the workplace hero!
You might also like
Level up your Coassemble training course for employees with these hidden advanced features you might not know about!
Our Head of Ops, Dimity shares her favorite startup interview questions she would personally ask, including preparation tips for the recruitment and selection process.
If you didn't catch this week's hugely popular webinar, where Rosalie shared our secret features to make your online training course shine, here's what you missed!