The Ultimate New Hire Onboarding Checklist

Onboarding a new hire might seem like a matter of legalities and logistics. But first impressions matter. Your new employee’s first few days set the tone for their experience with your organization. A disorganized onboarding process won’t just leave them feeling frustrated and disoriented — it could have a long-term impact on how competent they believe your company to be.

To make sure that your new hire feels welcome — and that nothing slips through the cracks at the same time — use the following onboarding checklist to guide each new employee’s first days:

After the Offer is Accepted

Your new hire has accepted your offer of employment, and you’ve worked together to set a start date. What needs to happen before this day to help your employee hit the ground running?

Set Up the New Hire’s Workspace

Imagine joining a new company and arriving on your first day — only to find that a space hadn’t been prepared for you. Beyond such surface-level concerns such as where to store your jacket or purse, this lack of preparation would undoubtedly leave you wondering how much the organization really values your presence.

Take the following steps to make sure the appropriate space is ready when your new hire arrives on-site:

Of course, if your new hire will be working remotely, you’ll need to adjust this list. Although you won’t need to worry about considerations such as assigning a desk or requesting keys, you may need to take additional steps beyond those listed here, including mailing the welcome gift in advance and communicating your security expectations for device usage.

Your New Hire’s First Week

Starting a new job can feel a lot like being the new kid on the first day of school. Carefully scheduling your new hire’s experiences for their first few days takes some of the anxiety out of the onboarding process, while also ensuring they’re given all of the information needed to be successful in their new role.

Here’s how to do it:

If your organization conducts periodic reviews (such as after a 90-day probationary period or after one year of employment), schedule these and other important milestones on your calendar now so that they don’t get lost in the shuffle.

Planning Ahead for Onboarding Success

Though we’ve tried to include as many details as possible in the lists above, every organization is different — and that means that the needs of every onboarding process will be different as well.

Use these lists as a starting point, but treat them as living documents that you update with every new hire you bring onboard. As you learn what works and what doesn’t work for your organization, update your onboarding checklist to ensure the smoothest possible start for every new employee.

Matt Shealy is the President of Chamber specializes in helping small businesses grow their business on the web while facilitating the connectivity between local businesses and more than 7,000 Chambers of Commerce worldwide.