Checkli

Template

Pre-Onboarding Checklist

Template

GATHER THE FOLLOWING MATERIALS:

Your company's employee handbook

A nameplate or employee ID

A calendar

Business cards

Necessary office equipment (phone, computer, etc )

PREPARE THEIR WORK AREA:

Assign the new hire a workstation

Gather reference material such as phone directory,

Organization Charts, voice mail instructions, etc..

Put together Some company gear Such as t-shirts, Pens, and mugs

TASKS FOR THE SUPERVISOR TO COMPLETE:

Organize a hire lunch

Secure an email address and phone number

Schedule employee photos

Prepare an Onboarding packet

Schedule trainings

Prepare a new hire introduction email

Add the employee to the online onboarding platform

This creates a private checklist in your account.