New Hire Checklist

HR And Recruiting

Bringing on a new employee? This template is the perfect place to start! It includes detailed checklists for Human Resources to follow when getting a new hire started, as well as to-do lists for managers to follow as they get the new hire oriented.

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Bringing on a new employee? This template is the perfect place to start! It includes detailed checklists for Human Resources to follow when getting a new hire started, as well as to-do lists for managers to follow as they get the new hire oriented.

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New Hire Checklist

3 Weeks to Start: HR To-do's

  • Confirm Start Date with Hire
  • Confirm Start Date with Manager
  • Start Paperwork
  • Request New Accounts
  • Add to Distribution Lists
  • Reserve a Desk
  • Order Computer
  • Arrange Phone
  • Order Keys/Access Card

1 Week to Start: HR To-do's

  • Confirm Start Date
  • Put Together Welcome Package
  • Notify Team of New Hire
  • Assign Mentor
  • Set Up Key Meetings
  • Arrange for Office Tour
  • Arrange First Day Lunch
  • Arrange Trainings
  • Arrange Parking (If Needed)
  • Check That Desk Is Clean

First Day: HR To-do's

  • Provide Welcome Package
  • Verify Paperwork Completed
  • Verify Work Eligibility
  • Review Key Work Policies
  • Confirm Benefits Information
  • Provide Employee ID
  • Provide Keys/Access Cards
  • Provide Network Login Info
  • Provide Company Overview
  • Invite Employee to Redbooth
  • Introduce to Physical Workspace
  • Introduce to Manager

First Day: Manager To-do's

  • Explain Role Within The Organization
  • Explain 1st Week's Schedule
  • Give New Hire Tour
  • Introduce New Colleagues
  • Introduce New Hire to Mentor
  • Invite to Virtual Workspaces
  • Invite to Team Meeting
  • Review Training Plan
  • Review Duties & Expectations
  • Send Out Welcome Message

1st Week: Manager To-do's

  • Daily Chat to Touch Base
  • Initial Work Assignment
  • Ask Employee to Update Profile
  • First Weekly Team Meeting
  • Debrief After First Team Meeting
  • Schedule Regular 1-on-1 Meetings
  • Arrange Meetings with Sr. Managers
  • Get Employee Added to Site

1st Month: Manager To-do's

  • Discuss Performance Goals
  • Discuss Professional Goals
  • Create Development Plan
  • 1 Month Review Meeting
  • Check Mandatory Trainings Complete