New employee onboarding checklist template excel
Here is a sample New Employee Onboarding Checklist Template in Excel:
New Employee Onboarding Checklist
Employee Information
- Employee Name: _____
- Job Title: ___
- Hire Date: ___
- Department: __
Pre-Onboarding Tasks
- Send welcome email with company information and benefits package: [Date]
- Set up employee email account: [Date]
- Provide access to company intranet and online systems: [Date]
- Schedule IT setup and training: [Date]
Day 1-3 Tasks
- Complete new hire paperwork and benefits enrollment: [Date]
- Meet with HR to review company policies and procedures: [Date]
- Meet with supervisor to discuss job expectations and goals: [Date]
- Complete company orientation and tour: [Date]
Week 1-2 Tasks
- Complete training on company software and systems: [Date]
- Meet with team members and start building relationships: [Date]
- Complete any necessary certifications or training: [Date]
- Start taking on responsibilities and tasks: [Date]
Week 3-4 Tasks
- Complete performance review and goal setting: [Date]
- Meet with supervisor to discuss progress and address any questions or concerns: [Date]
- Complete any additional training or certifications: [Date]
- Start taking on more responsibilities and tasks: [Date]
Ongoing Tasks
- Regularly check-in with supervisor and HR: [Frequency]
- Complete performance reviews and goal setting: [Frequency]
- Stay up-to-date with company policies and procedures: [Frequency]
Additional Tasks
- Complete any additional training or certifications: [Date]
- Attend company events and meetings: [Frequency]
- Participate in team-building activities: [Frequency]
Notes
- Any additional notes or comments about the onboarding process: ___
This is just a sample template and you can customize it to fit your company's specific needs and onboarding process. It's a good idea to review and update the template regularly to ensure it remains relevant and effective.
You can also use this template to track the progress of new employees and identify any areas where they may need additional support or training.