Your Onboarding Checklist Checklist

Level up Your Onboarding

Onboarding can be a complex process as there are a lot of factors to cover. Even more so if the role is
remote, but it is important to get it right. We have broken down this candidate onboarding checklist into sections that are easier to follow and that will ensure you are prepared.

Onboarding Checklist Template

Some of the insight topics in this candidate onboarding checklist include:

Pre-Boarding: Verify employee information, set up accounts and workstations, provide company information, and send a welcome email.
Policies and Procedures: Communicate policies and procedures, provide training, and ensure support is available for completing tasks.
Tools and Equipment: Ensure employees have access to necessary tools and equipment, provide accompanying documents or videos, and ensure they know how to access IT support.
Duties and Expectations: Communicate employee responsibilities, goals, reporting structure, and provide access to necessary documents and projects.
Social: Provide opportunities for social interaction and connection with the team and direct manager.

Also check out the video below where our very own Mina Imsirovic walks you through how to use the template.