Onboarding Checklist Template - Sample Page 2
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1
2
3
4Relevant Work Related Items
Business cards
Nameplates
Name badge
Pay card
Cell phone
PDA
Laptop
Uniforms
Manuals/handbooks
Tools
Other _______________________
Onboarding check list sample #2:
Pre-Arrival
Task:
Who Initiates:
Confirm offer letter sent to new employee
Human
Resources or
Hiring Manager
Call or email to officially welcome the new employee after confirmation
Hiring Manager
of acceptance
Provide new employee with a contact in the event of a question or
Hiring Manager
issue
Create an onboarding schedule for new employee
Hiring Manager
Assign onboarding peer* for new employee’s first two months on the
Hiring Manager
job
Schedule new employee to attend New Employee Orientation
Hiring Manager
Contact Marketing office to order business cards, if applicable
Hiring Manager
Contact Administrative Services to order name plate
Hiring Manager
Order an ID for the new employee up to 30 days before the date of
Hiring Manager
hire:
Contact Administrative Services and Information Technology to set up
Hiring Manager
computer, phone, log in password, and order office supplies
Send an announcement via email to the applicable Law School
Hiring Manager
community announcing the new hire and start date (sample email
template on Company Intranet)
Contact Payroll Department to set up new hire
Hiring Manager
Arrival
1
Day
st
Tasks
Who Initiates
Go to HR office (Evanston – 720 University Place; Chicago – Abbott
Employee
Hall) to complete W-4, I-9, and Personal Data Form, sign Employment
Application, and receive Staff Handbook and benefits packet
Remind new employee to complete the online benefits enrollment
Hiring Manager
within the first 31 days of employment (Must have ID and password)
Contact Administrative Services regarding parking options
Employee
Introduce to co-workers
Hiring Manager
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