Comprehensive New Employee Checklist

This new employee checklist template converted working with Lumiform is a thorough checklist of the employee onboarding process. It can be used to record documents and verify if policies, administrative procedures, tools, and position information were talked about and understood by the new employee.

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Comprehensive New Employee Checklist

General Information

Employee ID:

Position:

Employment Status:

Onboarding Documents

Photo of employment contract:

Demand(s) status?-> Take photos of all documents

Employee handbook handover to new hired employee?

POLICIES

• Holidays

• Time and leave reporting

• Overtime

• Confidentiality

• Performance reviews

• Emergency procedures

• Leaves of absence

• Dress code

• Anti-harassment

• Vacation and sick leave

• E-mail and Internet use

• Progressive disciplinary actions

• Security

• Safety

• Personal conduct standards

• Visitors

ADMINISTRATIVE PROCEDURES

• Mail (incoming and outgoing)

• Purchase requests

• Telephones

• Office supplies

• Keys

• Building access cards

• Picture ID badges

• Office/desk/workstation

• Conference rooms

• Shipping

• Expense reports

COMPUTERS

• Access tools

• Email

GENERAL ORIENTATION

Facility tour (restrooms, pantry, meeting rooms, parking, printing station, clinic, emergency exits, and storage room)

Introduce the employee to department staff and key personnel during the tour.

POSITION INFORMATION

• Review initial job assignments and training plans.

• Review job description and performance expectations and standards.

• Review payroll timing, time cards (if applicable), and policies and processes.

• Review job schedule and hours.

• Introductions to other team members.

COMPLETION

Additional training need

Full Name and Signature of the Employee:

Full Name and Signature of the HR Representative: