New hire onboarding checklist
A five-stage onboarding checklist with 22 items for the manager, from the week before the first day to day 90, to tick off, copy or print.
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New hire onboarding checklist
Template from https://www.teampredict.ai/templates/new-hire-onboarding-checklist
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An onboarding checklist gives every new hire the same good start.
Onboarding is the first 90 days of a new job: the practical setup, the introductions, the first goals and the first feedback. A checklist matters because the quality of a start usually depends on which manager a person happens to get, and on how busy that manager was that week.
This checklist has five stages and 22 items for the manager, from the week before the first day to day 90. The early items are logistics. The later ones are the conversations that decide whether a new hire stays: goals, check-ins and a first talk about their future.
Here is how to use the new hire onboarding checklist in five steps.
How to use it
- 1Start before the first day
- 2Make the manager the owner
- 3Plan the first week in detail
- 4Book the check-ins now
- 5Close it at day 90
Start before the first day. Open the checklist when the offer is accepted. Equipment, access and the welcome note all need lead time.
Make the manager the owner. The people team and IT each do their items, and the manager holds the list and the dates.
Plan the first week in detail. A new hire with an empty calendar on day two starts to doubt the decision. Fill the first week, then loosen.
Book the check-ins now. Put the day 30, day 60 and day 90 check-ins in both calendars in week one, so they survive busy periods.
Close it at day 90. Finish with a review of the goals and one question: what would you change about your first three months?
Here is a worked example with invented names.
Take an invented company, Brambleworth Logistics, which hires Amara Diallo as a transport planner. Her manager, Felix Novak, opens the checklist the day she accepts.
The first stage shows that the planning software licence takes five working days to arrive, so Felix orders it at once. On day one her laptop and access work, a buddy sits with her, and her calendar for the week is full. In week one they agree three goals, one for each check-in.
Worked example
Brambleworth Logistics, an invented company: one new hire
- New hireAmara Diallo, transport planner
- ManagerFelix Novak
- Found before day oneThe planning software licence takes five working days
- Day oneLaptop and access working, buddy assigned, calendar full for the week
- Week oneThree goals agreed, one for each check-in
- Day 30 feedbackDepot visits helped most. Nobody explained how route changes get approved
Change for the next hire
A depot visit and the route-change process are now part of week one
At day 30 Amara says the depot visits helped most and that nobody had explained how route changes get approved. Felix adds a depot visit and that explanation to week one for the next hire.
These mistakes spoil onboarding.
- Treating onboarding as day one and the paperwork, then leaving the new hire alone.
- Ordering equipment and access on the first day, so the first week is spent waiting.
- Giving a new hire nothing to finish in the first week.
- Letting the check-ins slip because the new hire seems fine.
- Never asking new hires what onboarding was like, so the same gaps repeat.
People ask these questions about onboarding checklists.
These glossary terms explain the ideas behind it.
New-hire turnover is the share of a hiring cohort that leaves within a set early window, usually the first ninety days or the first year.
New-hire retention is the share of a hiring cohort still employed after a set milestone, commonly ninety days, six months or one year.
The cost of a bad hire is what a hire who does not work out costs you in total, from sourcing and onboarding through lost productivity, manager time, exit and re-hiring.
A one-on-one is a recurring private conversation between a manager and a direct report about the work, the obstacles and the person's growth.
Employee retention is a company's ability to keep the people it wants to keep, for as long as the business needs them.
These pages on this site go deeper.
These templates pair well with this one.
30-60-90 day check-in template
Three questions and a status at day 30, day 60 and day 90, plus a goals table.
New hire onboarding survey template
Eight rated statements and three open questions for week one, day 30 or day 90.
One-on-one meeting agenda template
Six timed parts for a 30-minute one-on-one, with their topics first.
Find out what one wrong hire costs.
Lost productivity, recruiting, onboarding, management time, the exit and the backfill: the free calculator totals it up.
Calculate the cost of a bad hireFree, no signup required.
Back to the HR templates, where all 22 are listed.