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Free Onboarding Checklist

Comprehensive checklist for smooth new employee onboarding.

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What the onboarding checklist covers

Pre-Joining (1 Week Before)

  • Send welcome email with joining details
  • Share first-day schedule and dress code
  • Arrange laptop, system and access cards
  • Set up email ID and system credentials
  • Inform IT team for software access
  • Notify team members and manager
  • Prepare buddy / mentor assignment
  • Share company handbook / policies

Day 1 — Joining Formalities

  • Complete joining formalities & form filling
  • Collect original documents for verification
  • Issue ID card and access badge
  • Office tour and facilities introduction
  • Introduce to team and reporting manager
  • Set up workstation and equipment
  • Provide employee handbook
  • Conduct HR induction session

Week 1 — Orientation

  • Product / service overview session
  • Company culture, values & goals session
  • Compliance and legal training (POSH, Code of Conduct)
  • Job-specific role and responsibilities clarity
  • Set 30-60-90 day goals
  • Shadow key team members
  • Review KPIs and performance metrics

Month 1 — Integration

  • Check-in with buddy / mentor weekly
  • Complete mandatory online training modules
  • Schedule 1:1 with reporting manager
  • Review role performance vs expectations
  • Gather initial feedback from new hire
  • Ensure payroll setup is complete
  • ESIC, PF, and insurance enrollment

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