Onboarding Checklist Template - Sample printable pdf download

Onboarding Checklist Template - Sample

Onboarding check list sample #1:

Department/Payroll Info

W-4 Federal form completed and sent to Payroll

W-4 State form completed and sent to Payroll

Patent Policy Form

Conflict of Interest policy statement

Ensure employee has accessed the Employee Link to confirm Personal Data and to

provide Emergency Notification Contact

Confirm with employee the name and phone number of Employee Relations

Representative

Human Resources

Complete I-9

Conflict of Interest Employment Form completed

ID number issued by Human Resources

New Employee Orientation scheduled by HR for __________________

Access Information

Establish Email account

Establish access to appropriate PC access and files

Provide access to Company Intranet

Passwords issued

Establish phone extension

Activate voicemail

Provide long distance access code

Add employee’s name to any email group lists, distribution lists, internal/office

phone lists and/or website

Departmental Orientation and Office Access

Inform staff of employee’s arrival

Set up and clean office space

Obtain office supplies

Establish training schedule

Establish office mailbox

Introduce employee to staff on first day Bring on tour of building/office/facilities

including lunchroom, emergency exits, and restrooms

Indicate location of parking lot / rapid transit station

Provide keys (office, building, desk, file cabinets etc.)

Provide security codes if necessary

Show location of fax machines, copiers, printers etc.; provide instruction and any

access information

Review dress code and office protocol

Explain completion of timesheet

Review pay schedule

Confirm work schedule

Onboarding Checklist Template - Sample