Preview of the blank employee onboarding checklist: employee, role, manager and start date and more

Free Fillable Employee Onboarding Checklist

For small employers and team leads welcoming a new employee without a large HR system.

Assign owners to each setup and orientation task, then review the sheet at the end of the first week.

  • Work and HR
  • PDF, 62 KB
  • 69 fillable fields
  • US Letter, A4-safe
  • No scripts

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What's on the form

  • Employee, role, manager and start date
  • Before-start equipment and account setup
  • First-day introductions and policies
  • Training tasks with owners and due dates
  • First-week and 30-day check-ins

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How to fill in the employee onboarding checklist

  1. Enter the new employee’s role, manager and start date, then assign an owner to every preparation task.
  2. Complete equipment, workspace and account setup before the first day wherever those tasks allow it.
  3. Use the first-day section for introductions and required policies, then schedule role-specific training.
  4. Review unfinished items at the end of week one and carry agreed actions into the 30-day check-in.

Questions

Does this replace required employment forms?

No. It is an operational checklist; use the official tax, payroll and employment forms required where you work.

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