Templates
Onboarding Checklist Template

Onboarding Checklist Template

Use this onboarding checklist template to introduce new employees to the work in your company.

Use this template
or download pdf
Onboarding Checklist Template

Use this onboarding checklist template to introduce new employees to the work in your company.

Use this template
or download pdf

About the Onboarding Checklist Template

Doing a job orientation can help define clear expectations on job responsibilities and conditions. This template helps to verify if the onboarding topics are appropriate and effectively distributed to the new hires. This involves an orientation of job duties, hours of work, payroll and time reports, workers’ rights, information systems, office atmosphere and appropriate usage office equipment. Furthermore, you can capture recommendations for your safety planning.

Categories

  • Operational excellence templates
  • General templates
  • Workforce management and HR templates
Preview of the template
Orientation Checklist
NEW EMPLOYEE PROCESSING
Office culture, bonus systems, repeated events, newsletters
Introduce to office/unit/building
Organization of office, ranges of responsibility (who is responsible for what), organization diagram.
Employee analyses information and finishes forms and demanded paperwork (including details about necessary training, receipts, benefits and retirement)
Unit/department/section functions, purpose statement, goals/objectives
JOB RESPONSIBILITIES
Responsibilities:
Training, professional improvement, travel chances, committee opportunities
Performance evaluation/review – expectations, standards, regulatory
HOURS OF WORK
Demonstrate work week – attendance and punctuality expectations
Time in and time out plans:
Breaks and lunch:
Overtime/compensatory time/flex hours:
Calling manager if unable to work on scheduled time or sick or if late arrival:
PAYROLL AND TIME REPORTS
Leave tracking report: how to enter, access for sick leave, yearly leave, jury duty, etc.
Paychecks: distribution and direct deposit, pay dates
Request for leave systems
Payrate:
Earlier state employment confirmation:
Time sheet report: how to enter, how to finish reports, due dates
RIGHTS AND RESPONSIBILITIES
Sanitation of the housekeeping
Where to get needed information or help:
Bringing guests to the workplace:
How to handle equipment, personal usage
Look/appearance expectations:
Changes in name, address, etc.:
Travel and leave forms:
Business card and charge card when proper:
How to work with confidential information and shredding:
INFORMATION SYSTEMS
Policy/Rules and procedure web pages, system policies
Department network and email account/passwords appropriate protocol
OFFICE ENVIRONMENT/EQUIPMENT
Telephone service styles (how to answer the phone, when someone is currently not available, directories, often called numbers, personal and long-distance calls, transferring calls, putting calls on hold, etc.)
Equipment, business cards, nametags, nameplates
Parking lots:
Mail service methods, location of incoming and outgoing mail
Keys and office security procedures
Emergency procedures (fire, evacuation,..)
Office equipment (e.g.: copier, fax machine, shredding)
Coffee room, kitchen facilities, snack machines, bulletin boards location/use
Restrooms, water fountain, stairs, elevators, smoking area
COMPLETION
Do you have any recommendations?
Name and Signature of the Instructor:
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This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.