Onboarding Checklist

About this template

When to use it

A printable checklist for one new joiner. The header reads CHECK LIST above “new-hire onboarding checklist”, and 15 items are split five per stage. The shipped stage titles are STEP 1 first day, STEP 2 accounts and equipment, STEP 3 first-week training, and the instructions state that a stage must be fully closed before the next begins. Sections I to V follow: target indicators, period review, corrective log, final judgement, and inspection history.

Change these first

Every item is pre-assigned to owner roles (operator, reviewer, team lead, support, quality) with due dates running D-20 to D-2. Onboarding runs forward from the start date, so rewrite the owners as HR, IT support and the hiring manager, and the dates as D+1, D+5, D+30. Items 4, 5, 9, 10, 14 and 15 read “check the deliverable related to X”; name the actual document (signed contract, security undertaking) or two inspectors will judge them differently.

Filling order

1. Enter inspection date, inspector and department at the top, and tick routine / ad-hoc / special.
2. “3 stages” and “15 items” are fixed; complete the two progress cells at the end.
3. Work down STEP 1 (signed contract, ID card and access, desk and locker), STEP 2 (mail and groupware accounts, laptop and security setup, collaboration tools), STEP 3 (2-hour security training, work rules, org chart), ticking each box.
4. For anything incomplete, write the reason and a fix date in the remarks, choose pass / needs work / not applicable at the end of the stage, and sign three times — once per stage.
5. Section I holds four targets — documents within 3 days, 14 mandatory training items, 1:1 mentor ratio, 90-day probation. Record the measurement and tick met or not met.
6. Section II uses the periods day 1, week 1, day 30, day 90 with planned values 12, 28, 44, 60. These are sample figures unrelated to the 15 checklist items, so decide what they count before filling the actual column and ticking 20-point achievement.
7. Move only failed items into the corrective log in III, then complete IV and V.

Examples

• STEP 2, item 7 — owner “IT support”, due D+1, remark “disk encryption missing, fix by D+3”.
• I, mandatory training 14 — measured “11 completed”, not met.
• II, day 30 — planned 44, actual 35, tick 80.
• III — item 5 / “system access not granted” / “submit access request” / D+7.

How progress is counted

Progress = completed ÷ 15 × 100, counting only ticked items; nine done is 9/15, 60%. The same figure goes in two places — the summary at the top and the “__ of 15, __%” line in IV. If the verdict is conditional, enter the re-check date and copy it into the “next inspection” cell in V. As the closing note says, the sheet is kept for three years, so the history rows matter.

Common mistakes

• Moving to STEP 2 with an open item in STEP 1 — the instructions forbid it.
• Marking an item as needing work but never copying it into the log in III.
• A progress figure at the top that differs from the count in IV.
• Signing once instead of once per stage.