How to Create an Onboarding Checklist for New Employees (2023)

Table of Contents
‍What is onboarding? What is an onboarding checklist? What to include in an onboarding checklist? Pre-onboarding checklist Send welcome email to new employee Discuss roles and goals with supervisor Prepare the office for new employees First-day onboarding checklist Office tour Help your new hire set up a workspace Ask new employees to complete HR documents Meet with managers and executives Assign training materials Discuss expectations Discuss company culture Assign mentor or buddy Take them out for lunch First week onboarding checklist First month onboarding checklist 90-day onboarding checklist 6-month onboarding checklist First-year review Onboarding template for different departments HR onboarding template Onboarding template for managers Onboarding template for sales teams Onboarding template for IT Onboarding template for remote employees How to use Guru for employee onboarding? ‍Flexible onboarding All your company knowledge in one place Empower new hires to get help when they need it Lower onboarding costs Real-time analytics to improve the onboarding process What is the ROI of an effective onboarding program? Build employee onboarding into your company culture ‍What is onboarding? What is an onboarding checklist? What to include in an onboarding checklist? Pre-onboarding checklist Send welcome email to new employee Discuss roles and goals with supervisor Prepare the office for new employees First-day onboarding checklist Office tour Help your new hire set up a workspace Ask new employees to complete HR documents Meet with managers and executives Assign training materials Discuss expectations Discuss company culture Assign mentor or buddy Take them out for lunch First week onboarding checklist First month onboarding checklist 90-day onboarding checklist 6-month onboarding checklist First-year review Onboarding template for different departments HR onboarding template Onboarding template for managers Onboarding template for sales teams Onboarding template for IT Onboarding template for remote employees How to use Guru for employee onboarding? ‍Flexible onboarding All your company knowledge in one place Empower new hires to get help when they need it Lower onboarding costs Real-time analytics to improve the onboarding process What is the ROI of an effective onboarding program? Build employee onboarding into your company culture FAQs Videos

A well-executed onboarding leads to 58% of new employees staying at a company for at least three years. The best onboarding process finds the balance between the employee’s needs, helping them embody the company’s culture, and practical moments that are unplanned.

What is onboarding?

Onboarding is the process where new hires gain the skills, knowledge, and capabilities they need to become productive employees of an organization.

However, onboarding is more than just providing training materials and signing documents. Done right, it’s the first step in building loyalty with your employees which means they’ll probably stick around for the long term.

According to HRCI, well-executed onboarding leads to 58% of new employees staying at a company for at least three years. Glassdoor also states that a solid onboarding process can help new hires achieve up to 70% productivity after starting a new job.

However, a successful onboarding process isn’t just about completing paperwork and dictating rules. It is your opportunity as a manager to make a great first impression and show new employees that they’ve chosen the right company.

How to Create an Onboarding Checklist for New Employees (1)

What is an onboarding checklist?

An onboarding checklist is a way for hiring managers to organize the steps involved in guiding new hires through their first days and months at a company.

The checklist ensures that each critical stage of the new hire onboarding process is complete. It provides a starting point for procedures specific to a job role.

However, you should note that completing an onboarding checklist doesn’t necessarily translate into a successful onboarding. The best onboarding process finds the balance between the employee’s needs, helping them embody the company’s culture, and practical moments that are unplanned.

What to include in an onboarding checklist?

Here are a few things every onboarding checklist should have:

  • Recruitment process
  • Role of the employee
  • Goal setting
  • Job training
  • Introduction to company culture
  • Dates for check-ins
  • Meeting with other employees or superiors
  • Documentation
  • Learning the product

Pre-onboarding checklist

According to Aberdeen, companies that perform pre-onboarding retain 81% of new hires during their first year of employment.

The goal is to let new hires know what to expect during the early days and what the company wants from them in the long run. See how Asana runs their pre-onboarding process.

Send welcome email to new employee

The welcome email is a document you send to a new employee to welcome them and prepare for their first day. Your goal is to make them feel appreciated and accepted as part of your team. You’ll also need to provide useful details such as what will happen and where to go.

How to Create an Onboarding Checklist for New Employees (2)


When writing the welcome email, confirm details like office location (for hybrid or office roles), start date, and time. Tell them who to report to and if they should bring anything along when coming such as social security information and banking details.

Overall, you want the employee to feel optimistic and excited about working with you, not scared and overwhelmed.

Here are some ways to customize your email:

  • Be personal
  • Show excitement
  • Consider formatting
  • Show your company spirit
  • Ask them if they have any questions or concerns about their first day

Pro tip: Consider assigning your new hire an employee buddy. Have them reach out to welcome the new employee and set up a time to say hello and answer any questions.

Send email to existing employees

The email to existing employees is an opportunity to inform your team about the new hire. Share details about the employee’s work experience, background, education, and skill set. Build a positive image so it’s easier for existing employees to establish rapport with the new hire.

Also, encourage the team members to share their expertise and to spend time introducing themselves and what they do at the company.

Discuss roles and goals with supervisor

Who will the new hire report to? What will be their duties and responsibilities? Make sure you’ve mapped this out with their superiors and other stakeholders.

Prepare the office for new employees

Whether it’s a cubicle, office, or desk, ensure that it’s ready and equipped before the new employee starts. When a new hire sees that they have a dedicated workspace prepared, it shows that you’ve put effort into making them feel welcome.

How to Create an Onboarding Checklist for New Employees (3)

First-day onboarding checklist

Office tour

Assuming they’re not full-time remote employees, on the first day, give your new hires a guided tour of the company and introduce them to their co-workers. Besides showing them where everything is, the tour should also make your new employees enthusiastic about coming to work every day. So if you have a fun game room, yoga center, or some innovative equipment that you’re proud of, don’t hesitate to show off.

Help your new hire set up a workspace

In the office?
Show them their new office, tools they’ll be working with, and co-workers they may be sharing space with. Don’t forget to share company rules regarding workspace design and customization.

Working from home?
If your company has a budget for helping your new hire create a comfortable home office, make sure to share any guidelines on day one.

Ask new employees to complete HR documents

Once they have a desk, provide the new hires with the HR forms needed to complete their documentation for pay, benefits, taxes, and more. Let them know what to do if they need help with completing the forms.

(Video) Employee Onboarding Checklist for New Employees

Meet with managers and executives

After the new hires have met their co-workers and tested their workstations, it’s time to meet the executives or superiors. To save time, arrange an open orientation meeting where managers and executives introduce themselves to the new hires and share a few words of encouragement. For smaller companies, meeting the managers and executives can be one-on-one.

Assign training materials

Provide your new employees with the resources they need to do their jobs and achieve desired outcomes. You can use Guru to share training documents and track the progress of your employee’s onboarding. Guru makes it easy for employees to learn at their own pace and allows you to track what they’ve read.

Discuss expectations

How will success be determined? Setting clear expectations with employees equips them to monitor their performance and aim for the best results.

Discuss company culture

Company culture goes beyond guidelines and rules that employees must adhere to within and outside the workplace.

A strong company culture not only attracts the best candidates but also helps you retain employees. Communicating your company’s culture during onboarding helps employees to understand the company's values, their roles, and how these overlap. A culture that employees love also improves productivity, performance, and engagement.

Assign mentor or buddy

According to the Harvard Business Review, assigning an onboarding buddy ensures that a new hire is productive within the first 90 days at a new job.

Mentoring programs are a great way for new hires to learn on-the-job skills from senior employees. Mentoring aligns organizational goals with an employee’s career goals and gives them the feeling of engagement which leads to increased job satisfaction.

Take them out for lunch

If your organization can’t afford to take every new hire to a fancy lunch, that’s understandable. An alternative is to commemorate your new hires with drinks, snacks, a round of applause, or anything else that shows you’re glad to have them on board.

First week onboarding checklist

Onboarding never ends. It’s a continuous process from the moment a new employee arrives until the day they leave. The first week is about making sure your new hire is invested in the company’s culture and reinforcing the value you see in them. Hence, tasks should be tied to corporate culture.

A few things to do in the first week of onboarding include:

  • Check-in daily to see how they’re adjusting to a new work environment
  • Schedule training
  • Show them how to use company software
  • Introduce them to other teammates
  • Recommending useful resources for growth
  • Organize social activities to help new workers bond with their colleagues
  • Use employee feedback to improve the onboarding process

First month onboarding checklist

A few things to do in the first 30 days of onboarding include:

  • Hold weekly meetings with new employees
  • Bring them into ongoing projects, but nothing too complicated
  • Help them learn company-specific platforms, training resources, and intranet systems
  • Provide feedback on specific tasks. Remember to go easy since they’re still learning the ropes
  • Facilitate relationship building
  • Conduct an onboarding survey to determine how well a new employee has integrated into your company
  • Perform a progress review and schedule relevant training based on the results of the review

90-day onboarding checklist

After 90 days, a few things to do include:

  • Get your employee to start working autonomously on projects and become accountable for their work
  • Regularly touch base with supervisor for feedback about KPIs and metrics going forward
  • Review performance goals to ensure it’s realistic and achievable
  • Collect employee feedback about the new hire orientation program
  • Continue to facilitate socialization and relationship building in the organization
  • Consider job shadowing if your employee is having trouble settling in or reaching KPIs

6-month onboarding checklist

If they’ve made it to the 6-month milestone, that’s amazing! Arrange a performance evaluation to review achievements and discuss goals to be achieved at the one-year mark.

First-year review

By the end of the year, your new hire should be fully integrated at the company. Give your employees feedback on their performance and show them areas they can improve.

Want to speed up the onboarding process? See how Guru makes onboarding faster and more autonomous.

Onboarding template for different departments

You don’t have to create an onboarding checklist from scratch. At Guru, we have several onboarding templates that you can tweak to match your employee onboarding needs. You can try our free onboarding template for HR managers, sales reps, IT staff, and remote employees.

How to Create an Onboarding Checklist for New Employees (4)

HR onboarding template

Guru’s human resources onboarding template includes a list of activities for each stage of an onboarding program. You can create a list of tasks, mark the status for each completed task, and add notes.

Onboarding template for managers

Managers should use this checklist template to ensure they cover each stage of an onboarding program. The template includes onboarding responsibilities from pre-onboarding, guiding them through the first day, providing performance evaluations, and getting feedback.

Onboarding template for sales teams

There’s a unique culture with a sales team that requires unique training. Use this sales onboarding checklist to complete training on marketing, product use cases, company mission, and sales tactics.

Onboarding template for IT

Without the right tools, new hires experience friction that prevents them from doing their job. The IT department provides regular support to prevent wasted time and ensure smooth onboarding. Use this checklist to ensure the IT team provides new hires with a company email account, computing devices, internal system access, and security clearance.

Onboarding template for remote employees

Onboarding remote employees can be tricky because it’s all happening behind a screen. However, the goals are still the same. The noticeable difference is the lack of spontaneous opportunities for team bonding and in-person learning that helps new employees get the lay of the land.

Use this remote onboarding template to create an onboarding process that gets your new hire on the right track quickly.

How to use Guru for employee onboarding?

How to Create an Onboarding Checklist for New Employees (5)

Flexible onboarding

Starting a new job is already stressful. Having to search for onboarding materials on multiple platforms makes it even more stressful. With Guru, your new employees can access all onboarding knowledge from one central platform rather than navigating separate solutions.

Guru is also flexible enough to allow employees to consume knowledge in their own way and at their own pace and rather than forcing them to complete modules in a strict order. We want your team to have autonomy from day one and that happens by customizing onboarding to engage your new team member.

All your company knowledge in one place

When knowledge is easy to find, productivity soars. Guru lets you pull all your company policies, job descriptions, team processes, training modules, and other onboarding documents in one place.

Use our Card editor to add multiple content formats such as PDFs, images, and videos. You can also add content from other apps like Google Docs. Want to make changes? Use our in-app editing to update embedded content right inside Guru.

How to Create an Onboarding Checklist for New Employees (6)

Empower new hires to get help when they need it

Guru provides chat integration so you can stay in the loop with your new teammate wherever you are. You can integrate Guru into your company’s Slack channel and share it with your any employee.

(Video) New Employee Onboarding Checklist

How to Create an Onboarding Checklist for New Employees (7)

If your new employee is feeling overwhelmed with new knowledge, use Guru’s Knowledge Triggers to push the most relevant information to your employees.

How to Create an Onboarding Checklist for New Employees (8)

Lower onboarding costs

The average cost of onboarding a single employee is over $4,000 and it’s only going to increase with each year that passes.

How to Create an Onboarding Checklist for New Employees (9)


Real-time analytics to improve the onboarding process

How do you know if your new hire needs help? Guru provides user-level data that shows the progress your employee is making with the onboarding process. You can view the keywords they search for the most and what they’re reading.

How to Create an Onboarding Checklist for New Employees (10)

Want to know if new employees have read an important document you sent through? Use Guru’s Card-level data to make sure everyone has seen the information you shared. If they haven’t read a specific Card, you can follow up and remind them.

How to Create an Onboarding Checklist for New Employees (11)

Curious to see how Guru uses Guru for employee onboarding? Check out this post by Hillary Curran, Guru’s Director of Customer Experience.

What is the ROI of an effective onboarding program?

Happy employees help businesses succeed. According to Glassdoor, efficient onboarding can improve new hire retention by up to 82%.

A great onboarding process enables employees to reach full competency more quickly and start making money for your company.

A few ways that companies realize an ROI from great onboarding include:

  • Automating onboarding tasks
  • Increasing company-wide efficiency
  • Adding focus time
  • Giving new employees confidence
  • Reducing the time it takes for new employees to get settled in and ramped up
  • Reducing costs when training new hires

How to Create an Onboarding Checklist for New Employees (12)


Build employee onboarding into your company culture

Making onboarding a part of your culture makes new hires feel welcome, engaged, and eager to contribute to your company’s growth. However, onboarding success won’t happen without a streamlined process. If all onboarding resources and training are spread across different tools and one-off Slack messages, it’s easy for new hires to feel stressed and isolated.

Invest in onboarding software that consolidates all of the materials that new hires need to get off to a great start. It’s the perfect way to empower them in their positions and improve overall productivity.

What is onboarding?

Onboarding is the process where new hires gain the skills, knowledge, and capabilities they need to become productive employees of an organization.

However, onboarding is more than just providing training materials and signing documents. Done right, it’s the first step in building loyalty with your employees which means they’ll probably stick around for the long term.

According to HRCI, well-executed onboarding leads to 58% of new employees staying at a company for at least three years. Glassdoor also states that a solid onboarding process can help new hires achieve up to 70% productivity after starting a new job.

However, a successful onboarding process isn’t just about completing paperwork and dictating rules. It is your opportunity as a manager to make a great first impression and show new employees that they’ve chosen the right company.

How to Create an Onboarding Checklist for New Employees (13)

What is an onboarding checklist?

An onboarding checklist is a way for hiring managers to organize the steps involved in guiding new hires through their first days and months at a company.

The checklist ensures that each critical stage of the new hire onboarding process is complete. It provides a starting point for procedures specific to a job role.

However, you should note that completing an onboarding checklist doesn’t necessarily translate into a successful onboarding. The best onboarding process finds the balance between the employee’s needs, helping them embody the company’s culture, and practical moments that are unplanned.

What to include in an onboarding checklist?

Here are a few things every onboarding checklist should have:

  • Recruitment process
  • Role of the employee
  • Goal setting
  • Job training
  • Introduction to company culture
  • Dates for check-ins
  • Meeting with other employees or superiors
  • Documentation
  • Learning the product

Pre-onboarding checklist

According to Aberdeen, companies that perform pre-onboarding retain 81% of new hires during their first year of employment.

The goal is to let new hires know what to expect during the early days and what the company wants from them in the long run. See how Asana runs their pre-onboarding process.

Send welcome email to new employee

The welcome email is a document you send to a new employee to welcome them and prepare for their first day. Your goal is to make them feel appreciated and accepted as part of your team. You’ll also need to provide useful details such as what will happen and where to go.

How to Create an Onboarding Checklist for New Employees (14)

(Video) How To Onboard Employees Orientation Checklist


When writing the welcome email, confirm details like office location (for hybrid or office roles), start date, and time. Tell them who to report to and if they should bring anything along when coming such as social security information and banking details.

Overall, you want the employee to feel optimistic and excited about working with you, not scared and overwhelmed.

Here are some ways to customize your email:

  • Be personal
  • Show excitement
  • Consider formatting
  • Show your company spirit
  • Ask them if they have any questions or concerns about their first day

Pro tip: Consider assigning your new hire an employee buddy. Have them reach out to welcome the new employee and set up a time to say hello and answer any questions.

Send email to existing employees

The email to existing employees is an opportunity to inform your team about the new hire. Share details about the employee’s work experience, background, education, and skill set. Build a positive image so it’s easier for existing employees to establish rapport with the new hire.

Also, encourage the team members to share their expertise and to spend time introducing themselves and what they do at the company.

Discuss roles and goals with supervisor

Who will the new hire report to? What will be their duties and responsibilities? Make sure you’ve mapped this out with their superiors and other stakeholders.

Prepare the office for new employees

Whether it’s a cubicle, office, or desk, ensure that it’s ready and equipped before the new employee starts. When a new hire sees that they have a dedicated workspace prepared, it shows that you’ve put effort into making them feel welcome.

How to Create an Onboarding Checklist for New Employees (15)

First-day onboarding checklist

Office tour

Assuming they’re not full-time remote employees, on the first day, give your new hires a guided tour of the company and introduce them to their co-workers. Besides showing them where everything is, the tour should also make your new employees enthusiastic about coming to work every day. So if you have a fun game room, yoga center, or some innovative equipment that you’re proud of, don’t hesitate to show off.

Help your new hire set up a workspace

In the office?
Show them their new office, tools they’ll be working with, and co-workers they may be sharing space with. Don’t forget to share company rules regarding workspace design and customization.

Working from home?
If your company has a budget for helping your new hire create a comfortable home office, make sure to share any guidelines on day one.

Ask new employees to complete HR documents

Once they have a desk, provide the new hires with the HR forms needed to complete their documentation for pay, benefits, taxes, and more. Let them know what to do if they need help with completing the forms.

Meet with managers and executives

After the new hires have met their co-workers and tested their workstations, it’s time to meet the executives or superiors. To save time, arrange an open orientation meeting where managers and executives introduce themselves to the new hires and share a few words of encouragement. For smaller companies, meeting the managers and executives can be one-on-one.

Assign training materials

Provide your new employees with the resources they need to do their jobs and achieve desired outcomes. You can use Guru to share training documents and track the progress of your employee’s onboarding. Guru makes it easy for employees to learn at their own pace and allows you to track what they’ve read.

Discuss expectations

How will success be determined? Setting clear expectations with employees equips them to monitor their performance and aim for the best results.

Discuss company culture

Company culture goes beyond guidelines and rules that employees must adhere to within and outside the workplace.

A strong company culture not only attracts the best candidates but also helps you retain employees. Communicating your company’s culture during onboarding helps employees to understand the company's values, their roles, and how these overlap. A culture that employees love also improves productivity, performance, and engagement.

Assign mentor or buddy

According to the Harvard Business Review, assigning an onboarding buddy ensures that a new hire is productive within the first 90 days at a new job.

Mentoring programs are a great way for new hires to learn on-the-job skills from senior employees. Mentoring aligns organizational goals with an employee’s career goals and gives them the feeling of engagement which leads to increased job satisfaction.

Take them out for lunch

If your organization can’t afford to take every new hire to a fancy lunch, that’s understandable. An alternative is to commemorate your new hires with drinks, snacks, a round of applause, or anything else that shows you’re glad to have them on board.

First week onboarding checklist

Onboarding never ends. It’s a continuous process from the moment a new employee arrives until the day they leave. The first week is about making sure your new hire is invested in the company’s culture and reinforcing the value you see in them. Hence, tasks should be tied to corporate culture.

A few things to do in the first week of onboarding include:

  • Check-in daily to see how they’re adjusting to a new work environment
  • Schedule training
  • Show them how to use company software
  • Introduce them to other teammates
  • Recommending useful resources for growth
  • Organize social activities to help new workers bond with their colleagues
  • Use employee feedback to improve the onboarding process

First month onboarding checklist

A few things to do in the first 30 days of onboarding include:

  • Hold weekly meetings with new employees
  • Bring them into ongoing projects, but nothing too complicated
  • Help them learn company-specific platforms, training resources, and intranet systems
  • Provide feedback on specific tasks. Remember to go easy since they’re still learning the ropes
  • Facilitate relationship building
  • Conduct an onboarding survey to determine how well a new employee has integrated into your company
  • Perform a progress review and schedule relevant training based on the results of the review

90-day onboarding checklist

After 90 days, a few things to do include:

  • Get your employee to start working autonomously on projects and become accountable for their work
  • Regularly touch base with supervisor for feedback about KPIs and metrics going forward
  • Review performance goals to ensure it’s realistic and achievable
  • Collect employee feedback about the new hire orientation program
  • Continue to facilitate socialization and relationship building in the organization
  • Consider job shadowing if your employee is having trouble settling in or reaching KPIs

6-month onboarding checklist

If they’ve made it to the 6-month milestone, that’s amazing! Arrange a performance evaluation to review achievements and discuss goals to be achieved at the one-year mark.

First-year review

By the end of the year, your new hire should be fully integrated at the company. Give your employees feedback on their performance and show them areas they can improve.

Want to speed up the onboarding process? See how Guru makes onboarding faster and more autonomous.

Onboarding template for different departments

You don’t have to create an onboarding checklist from scratch. At Guru, we have several onboarding templates that you can tweak to match your employee onboarding needs. You can try our free onboarding template for HR managers, sales reps, IT staff, and remote employees.

(Video) New Employee Onboarding Checklist and Best Practices - How to Nail the Onboarding Process

How to Create an Onboarding Checklist for New Employees (16)

HR onboarding template

Guru’s human resources onboarding template includes a list of activities for each stage of an onboarding program. You can create a list of tasks, mark the status for each completed task, and add notes.

Onboarding template for managers

Managers should use this checklist template to ensure they cover each stage of an onboarding program. The template includes onboarding responsibilities from pre-onboarding, guiding them through the first day, providing performance evaluations, and getting feedback.

Onboarding template for sales teams

There’s a unique culture with a sales team that requires unique training. Use this sales onboarding checklist to complete training on marketing, product use cases, company mission, and sales tactics.

Onboarding template for IT

Without the right tools, new hires experience friction that prevents them from doing their job. The IT department provides regular support to prevent wasted time and ensure smooth onboarding. Use this checklist to ensure the IT team provides new hires with a company email account, computing devices, internal system access, and security clearance.

Onboarding template for remote employees

Onboarding remote employees can be tricky because it’s all happening behind a screen. However, the goals are still the same. The noticeable difference is the lack of spontaneous opportunities for team bonding and in-person learning that helps new employees get the lay of the land.

Use this remote onboarding template to create an onboarding process that gets your new hire on the right track quickly.

How to use Guru for employee onboarding?

How to Create an Onboarding Checklist for New Employees (17)

Flexible onboarding

Starting a new job is already stressful. Having to search for onboarding materials on multiple platforms makes it even more stressful. With Guru, your new employees can access all onboarding knowledge from one central platform rather than navigating separate solutions.

Guru is also flexible enough to allow employees to consume knowledge in their own way and at their own pace and rather than forcing them to complete modules in a strict order. We want your team to have autonomy from day one and that happens by customizing onboarding to engage your new team member.

All your company knowledge in one place

When knowledge is easy to find, productivity soars. Guru lets you pull all your company policies, job descriptions, team processes, training modules, and other onboarding documents in one place.

Use our Card editor to add multiple content formats such as PDFs, images, and videos. You can also add content from other apps like Google Docs. Want to make changes? Use our in-app editing to update embedded content right inside Guru.

How to Create an Onboarding Checklist for New Employees (18)

Empower new hires to get help when they need it

Guru provides chat integration so you can stay in the loop with your new teammate wherever you are. You can integrate Guru into your company’s Slack channel and share it with your any employee.

How to Create an Onboarding Checklist for New Employees (19)

If your new employee is feeling overwhelmed with new knowledge, use Guru’s Knowledge Triggers to push the most relevant information to your employees.

How to Create an Onboarding Checklist for New Employees (20)

Lower onboarding costs

The average cost of onboarding a single employee is over $4,000 and it’s only going to increase with each year that passes.

How to Create an Onboarding Checklist for New Employees (21)


Real-time analytics to improve the onboarding process

How do you know if your new hire needs help? Guru provides user-level data that shows the progress your employee is making with the onboarding process. You can view the keywords they search for the most and what they’re reading.

How to Create an Onboarding Checklist for New Employees (22)

Want to know if new employees have read an important document you sent through? Use Guru’s Card-level data to make sure everyone has seen the information you shared. If they haven’t read a specific Card, you can follow up and remind them.

How to Create an Onboarding Checklist for New Employees (23)

Curious to see how Guru uses Guru for employee onboarding? Check out this post by Hillary Curran, Guru’s Director of Customer Experience.

What is the ROI of an effective onboarding program?

Happy employees help businesses succeed. According to Glassdoor, efficient onboarding can improve new hire retention by up to 82%.

A great onboarding process enables employees to reach full competency more quickly and start making money for your company.

A few ways that companies realize an ROI from great onboarding include:

  • Automating onboarding tasks
  • Increasing company-wide efficiency
  • Adding focus time
  • Giving new employees confidence
  • Reducing the time it takes for new employees to get settled in and ramped up
  • Reducing costs when training new hires

How to Create an Onboarding Checklist for New Employees (24)


Build employee onboarding into your company culture

Making onboarding a part of your culture makes new hires feel welcome, engaged, and eager to contribute to your company’s growth. However, onboarding success won’t happen without a streamlined process. If all onboarding resources and training are spread across different tools and one-off Slack messages, it’s easy for new hires to feel stressed and isolated.

(Video) How to Design The Perfect Onboarding Process

Invest in onboarding software that consolidates all of the materials that new hires need to get off to a great start. It’s the perfect way to empower them in their positions and improve overall productivity.

FAQs

How do I create an onboarding checklist for new employees? ›

What to include in an onboarding checklist?
  1. Recruitment process.
  2. Role of the employee.
  3. Goal setting.
  4. Job training.
  5. Introduction to company culture.
  6. Dates for check-ins.
  7. Meeting with other employees or superiors.
  8. Documentation.

What are the 4 C's of employee onboarding? ›

The four Cs are Compliance, Clarification, Connection, and Culture.

What are the 5 C's of employee onboarding? ›

These have since evolved into the 5 “C's” of Onboarding: Compliance, Clarification, Confidence, Connection, and Culture.

How do you make an ultimate onboarding checklist? ›

New hiring onboarding checklist
  1. Confirm the arrival of the new employee with HR.
  2. Send and complete new hire paperwork.
  3. Send an informative welcome email.
  4. Give a copy of the employee handbook.
  5. Inform them of company policies.
  6. Have their work area set up.
  7. Set up accounts and create logins.
  8. Organize an office tour.
Dec 28, 2021

What are the 6 C's of employee onboarding? ›

Officially, the 6 C's of employee onboarding are Compliance, Clarification, Connection, Culture, Confidence and Checkback.

What does an onboarding checklist look like? ›

The onboarding checklist should include the recruitment process, new employee orientation, introduction of all aspects of the role to the employee, job training, goal-setting, introduction to company culture, meeting other employees and a serve as a guide to help the new hire get adjusted quickly and become a ...

What are the 3 most important elements of successful onboarding? ›

There are three keys to a successful strategic onboarding program: people, culture, and milestones and tasks. A consistent, and repeatable onboarding process requires few adjustments and benefits all stakeholders involved. Plus, you're more prepared to set your new hire up for long-term success.

What are the five key steps in order of the onboarding process? ›

5 Steps to a Successful Employee Onboarding Process for New Hires
  • #1: Sending an offer letter.
  • #2: Early onboarding for the new employee.
  • #3: Welcoming New Hires on the first day.
  • #4: Orienting and Onboarding New Staff in the First Week.
  • #5: Employee Engagement and Team Building.
Mar 10, 2022

What are the 4 pillars of the onboarding margin framework? ›

The Onboarding Margin requires success with program content along four key pillars: Cultural Mastery; Interpersonal Network Development; Early Career Support; and Strategy Immersion and Direction.

What is an onboarding framework? ›

A customer onboarding framework is a structured way of thinking about the set of actions, activities, and tools that go into helping a customer experience value. Onboarding cannot be pigeonholed as a single 'thing' or feature.

What are the four categories of onboarding? ›

4 Phases of Employee Onboarding
  • Phase 1: Preboarding. Once you've accepted your offer letter and you're starting off day one at a new job, there's a lot to learn. ...
  • Phase 2: Onboarding and welcoming new employees. ...
  • Phase 3: Training. ...
  • Phase 4: Transition to the new role.

How to do onboarding documentation? ›

Sample Onboarding Documents Template
  1. New employee orientation.
  2. Introduction to company culture, mission and values.
  3. Role of the employee.
  4. Goal setting.
  5. Job training.
  6. Dates for check-ins.
  7. Meetings with other employees or superiors.
5 days ago

How do I create an onboarding packet? ›

Here are the core components that should be included in a new employee welcome packet:
  1. Copy of new hire email or press release.
  2. CEO welcome letter.
  3. Paperwork and forms.
  4. Culture and strategy.
  5. Management and team structure.
  6. Employee handbook.
  7. Technology.
  8. On-going training.
Jun 8, 2022

Videos

1. How Should You Build Your Onboarding Checklist?
(HR Party of One)
2. How to create a remote employee onboarding checklist
(Jotform)
3. 10 Step Remote Employee Onboarding Checklist
(Running Remote)
4. Introducing: New Employee Onboarding - a Microsoft Teams app template
(Microsoft 365 & Power Platform Community)
5. Employee Onboarding Practices
(FitSmallBusiness)
6. ✓ New employee onboarding checklist 2019 | Checklist for onboarding a new employees
(The Human Resources Tips)
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