New Hire Checklist Template - Tandem Hr printable pdf download

New Hire Checklist

Creating an onboarding strategy will assist with employee retention and start employees

off on the right foot from day 1!

The first step is developing a New Hire Checklist. The following is a comprehensive list of new hire activities that

you may choose to include on your list. Customize your list to fit your company culture and processes.

… Application

… Office/facility tour

ONBOARDING

… Interview process complete

… Employee ID Card (if applicable)

… Offer letter sent

… Parking pass (if applicable)

… Drug screening

… Time card access (if applicable)

BENEFITS

… Background check

… Employee Handbook distribution

… Reference check

… Employee Handbook acknowledgment returned

PAYROLL

… Job description reviewed including responsibilities

… Business cards ordered

… Goals for job reviewed

… Register with NH Employment Security within

… Contract signed

30 days of first providing employment

… Set up in the time and attendance system

… Determine systems and office area access

22% of staff turnover occurs in

… Work space/location determined

the first 45 days of employment.

… Desk cleaned and prepared with appropriate supplies

The Wynhurst Group

… Computer installed

(list all technology needs for your IT department)

… Email account set up

Want to do something extra?

HIRING

(add to appropriate distribution lists)

… Call the employee before the first day with

… Network login set up

REPORTING

ONBOARDING

information like where to park, start time,

… Phone system configured

documentation needed, lunch plans and a

… Welcome email/announcement of hire

reminder of the dress code.

… First week agenda established

BENEFITS

SELF SERVICE

… Send employment forms to their home in advance.

… Training scheduled

… Have business cards ready for their first day

(list out specific trainings applicable for this employee)

PAYROLL

… Decorate the workspace with company swag or a

… Employee orientation

welcome basket

… New hire packet

… Plan a department welcome lunch

… Copy appropriate identification

… Assign and introduce a ‘buddy’ or mentor

… Non-compete/disclosure form signed

outside of the department

… Payroll/direct deposit form

… Complete I-9

Many companies leave executive onboarding to

… Complete W-4

chance, and as a result experience failure rates

… Benefits enrollment

in excess of 50% when it comes to retaining

… Emergency contact information

new executive talent.

Egon Zehnder International

New employees who went through a structured

onboarding program were 58% more likely to be

with the organization after three years.

The Wynhurst Group

New Hire Checklist Template - Tandem Hr

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