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Written by:

Paddy Morrison

Onboarding is a crucial part of any new hire’s journey through a company and as the person responsible for HR, it’s your role to make it go as smoothly as possible. 

However, the process is made of many steps that can be easily forgotten if you’ve already got a lot on your mind.

That’s where an onboarding checklist template becomes essential to make sure you don’t leave anything out and set up your new hires for success.

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Rather get straight to the onboarding checklists? No problem.

5 Essential Employee Onboarding Checklists 

There’s no “right” onboarding checklist. All companies are different and will use a multitude of methods to onboard team members. 

However, when it comes to onboarding processes for small businesses in the UK, there are a lot of similar aspects to consider. 

But first, let’s have a look at what the 4 onboarding checklists you need look like:

  • Pre-onboarding – preparation before the new hire’s first day
  • First day – when the new hire starts their job
  • First month – an important part of the employee’s journey to set them on the course to success
  • End of probation – crucial to ensure each onboarding step has been successfully completed and the new hire is ready to successfully take on their role

Checklist 1.

Before the new hire’s first day

The onboarding plan starts way before your new hire’s start date and directly after they’ve accepted the job offer.

The quicker you are to process all their information and get all the onboarding tasks ready, the more confident they’ll feel about joining your business and starting their new job.

Here’s roughly what your new hire checklist should include – you can of course cut or add to it depending on your situation:

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You can also choose to download a Google Doc version of this checklist to make it your own, convert it into PDF or download it under whatever format you feel is the right one. Simply click the link below. 

Get your pre-onboarding checklist

Click here
Employee onboarding checklist - End of probation

Of course, getting an employee onboarding checklist template is important, but you won’t be the only person involved in the process.

Bear in mind that you’ll have to account for the new hire’s manager, their coworkers, the IT team and anyone who needs to help you set up an effective onboarding experience.

Perhaps that’s where automation can come in to help. With onboarding software like CharlieHR, for example, you can create checklists from scratch, assign them to coworkers and set a due date – they get automatic reminders so there’s never a need to chase.

Maybe have a look for yourself and start a free trial today. 

Checklist 2.

New hire’s first day

First days can be nerve-wracking – both for you and your new hire. That’s why getting that day right is important to make a good first impression.

To ensure your new team member feels confident in their new role, you‘ll be responsible to give them an onboarding experience that’s as smooth as possible.

So get your employee onboarding right to strike the right balance between an informative and welcoming first day.

Here’s the list of things you should aim for: 

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Get your new hire’s first day checklist

Click here
Employee onboarding checklist - First Day

First days can be overwhelming and an employee onboarding checklist template will help, but it won’t remove the mental load that goes with onboarding. 

With CharlieHR, you can make that process effortless by creating a custom onboarding flow that guarantees hiring compliance and lets you oversee the process.

Maybe have a look for yourself and start a free trial today. 

Checklist 3.

New hire’s first month

Just because you’ve got your new hire on board, that’s not why you should get them out of your sight. You’ll still need to overlook their onboarding process and make sure everything is going smoothly.

Here’s what your checklist should include:

First week

  • Manager to provide concrete information about the role 
  • Manager to set goals for next week and start involving new hire in team work
  • Check in with manager on how the new hire is doing

Second week

  • Manager to discuss performance and goals for the next three months until end of probation 
  • Manager to set clear expectations about what is expected at the end of probation

Third week

  • Give feedback on how their work is going and what they could improve
  • Provide support on areas where it’s needed
  • Collect feedback from other team members on quality of work 
  • Gauge whether passing probation is likely to happen or not 
  • Organise a team event to make new hire feel welcome
  • Check in with manager on how new hire is doing

Fourth week

  • Check all documentation is in check before payday

Get your new hire's first month checklist now

Click here
Employee onboarding checklist - First Month

Checklist 4.

End of probation checklist

The end of onboarding means checking whether the performance of your new hire is up to scratch. Clearly, that’s the whole mission your employee onboarding checklist has been fulfilling ever since, and it’s time to reap the rewards of your onboarding process. 

Here are a few things you can’t miss for your end of probation checklist:

  • Put together notes about the way they work and make sure you hired the right person 
  • Invite new hire to share feedback during their meeting  
  • Make final decision before probation meeting
  • If extending or terminating probation, prepare notes and explanations – have an offboarding checklist ready
  • Announce decision to new hire 

If new hire passed probation

  • Collect feedback about onboarding
  • Start creating a plan for their progression 

Get your end of probation checklist now

Click here
Employee onboarding checklist - First Month

Checklist 5.

Employee onboarding checklist Excel template

Perhaps you’re fond of keeping it all in print and the employee onboarding checklists you downloaded before are enough, but you could also get an all-in-one template. 

We’ve created this Excel checklist template so you can keep track of all your team members, assign tasks to coworkers and mark them as not done, completed or in-progress. 

Get your employee onboarding checklist Excel template now

Click here
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FAQ - Employee onboarding checklist

Why do you need an onboarding checklist? 

There are several onboarding steps you should follow and many reasons why you shouldn’t dive right into it without an idea of what the process looks like:

  • Getting all the onboarding steps right, even if it’s a small one or if you think you already know all about the onboarding process, it’s important to ensure you don’t miss any
  • Ensuring your new hires know they’re in good hands with a well-rounded process 
  • Streamlining your processes to save as much time as you need and repeat the process indefinitely 

These are all great ways to make your onboarding as effective as possible for your business.

Instructions to make your own onboarding checklist 

Perhaps you need to tailor the content of your onboarding checklist template, and you’re not sure whether the options we got above are suitable to your business. 

To make your own onboarding checklist, you’ve got tons of solutions available: 

  • Free checklist app – a simple tool that will allow you to create or copy processes, including onboarding checklists, share it with other team members and track the progress they’re making towards it.  
  • Excel/Word documents – if you’re into more traditional methods, maybe you can try a hand at making your own checklist on Excel or Word. 
  • HR software – an all-in-one solution where you can create checklists, assign task to people, upload documents, create deadlines, get automatic reminders and have the rest of your HR on the same platform

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