Employee Onboarding Checklist

Document Type: Checklist/Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: HR, Supervisors, New Employees

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Purpose

Ensure consistent, complete onboarding for all new employees to set them up for success.

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Onboarding Timeline

Phase	Timing	Responsibility
Pre-Start	Before Day 1	HR
Day 1	First day	HR + Supervisor
Week 1	Days 1-5	Supervisor
First 30 Days	Month 1	Supervisor
First 90 Days	Months 1-3	Supervisor + HR

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Pre-Start Checklist (Before Day 1)

HR Tasks:

• Offer letter signed and returned
• Background check completed
• Drug test completed (if required)
• Start date confirmed
• Work location identified
• Supervisor notified
• Email/system access requested
• Equipment ordered (computer, phone)
• Workspace prepared
• New hire paperwork prepared
• Benefits enrollment info ready
• First day schedule communicated

Supervisor Tasks:

• Review job description
• Prepare training plan
• Assign buddy/mentor
• Notify team of new hire
• Prepare work assignments
• Schedule introductions

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Day 1 Checklist

HR Orientation (2-3 hours):

Paperwork:

• I-9 completed (with acceptable documents)
• W-4 completed
• State tax forms completed
• Direct deposit form
• Emergency contact form
• Employee handbook acknowledgment
• Policy acknowledgments signed
• Benefits enrollment forms

Orientation:

• Company overview and history
• Organization structure
• Company policies review
• Benefits overview
• Payroll and timekeeping
• Time off policies
• Safety orientation scheduled
• IT systems overview
• Badge/access card issued
• Parking information

Supervisor Orientation (2-3 hours):

• Welcome and introductions
• Office/facility tour
• Workspace setup
• Equipment provided
• System login credentials
• Team introductions
• Job overview and expectations
• First week schedule review
• Questions answered

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Week 1 Checklist

By End of Day 1:

• Workstation set up
• Computer access working
• Email configured
• Phone/voicemail set up
• Badge working
• Parking arranged
• First assignment given

By End of Day 2:

• Safety orientation completed
• PPE issued (field employees)
• Company apps installed
• Key contacts identified
• Buddy introduced

By End of Day 3:

• I-9 completed (deadline)
• Benefits enrollment started
• Timesheet system trained
• First team meeting attended

By End of Week 1:

• All orientation sessions complete
• Systems access verified
• Initial training complete
• First check-in with supervisor
• Questions addressed
• Knows how to get help

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First 30 Days Checklist

Training:

• Job-specific training in progress
• Safety training complete
• Software/systems training
• Process/procedure training
• Compliance training complete

Integration:

• Team members known
• Key stakeholders met
• Communication norms understood
• Regular work assigned
• Performance expectations clear

Administration:

• Benefits enrollment complete
• First paycheck verified
• Tax withholdings correct
• Direct deposit working
• Timesheets submitting correctly

30-Day Check-In:

• Supervisor meeting scheduled
• Progress discussed
• Questions addressed
• Feedback provided
• Goals set for next 60 days

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First 90 Days Checklist

Performance:

• Completing assignments independently
• Meeting quality standards
• Productivity improving
• Following procedures
• Working well with team

Development:

• Additional training identified
• Skills developing
• Goals progress reviewed
• Career discussion started

90-Day Review:

• Formal review meeting
• Probationary period complete (if applicable)
• Performance documented
• Development plan created
• Compensation review (if applicable)
• Decision: confirm employment

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New Hire Information Sheet

================================================================
         NEW EMPLOYEE INFORMATION
================================================================

PERSONAL INFORMATION:
Name: _____________________________________________________
Preferred Name: ___________________________________________
Start Date: _______________________________________________
Position: _________________________________________________
Department: _______________________________________________
Supervisor: _______________________________________________
Work Location: ____________________________________________

CONTACT:
Personal Email: ___________________________________________
Personal Phone: ___________________________________________
Emergency Contact: ________________________________________
Emergency Phone: __________________________________________

EMPLOYMENT:
Employee ID: ______________________________________________
Badge Number: _____________________________________________
Company Email: ____________________________________________
Work Phone: _______________________________________________

EQUIPMENT ISSUED:
☐ Computer     Asset #: __________________________________
☐ Phone        Asset #: __________________________________
☐ Tablet       Asset #: __________________________________
☐ Vehicle      Asset #: __________________________________
☐ PPE          Items: ____________________________________
☐ Tools        Items: ____________________________________
☐ Keys         Items: ____________________________________
☐ Other        Items: ____________________________________

SYSTEM ACCESS:
☐ Email
☐ Network
☐ Project Management
☐ Time Tracking
☐ Accounting
☐ Other: _________________________________________________

TRAINING COMPLETED:
☐ Safety Orientation     Date: ___________________________
☐ Company Orientation    Date: ___________________________
☐ Job Training           Date: ___________________________
☐ Systems Training       Date: ___________________________

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Onboarding Schedule Template

Day 1:

Time	Activity	Location	With
8:00	Welcome	Office	HR
8:30	Paperwork	Office	HR
10:00	Company orientation	Conference	HR
11:30	Supervisor meeting	Office	Supervisor
12:00	Lunch		Buddy/Team
1:00	Facility tour	Building	Supervisor
2:00	Workspace setup	Desk	IT/Supervisor
3:30	Team introductions	Department	Supervisor
4:30	Day 1 wrap-up	Office	Supervisor

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Related Documents

• Employee Handbook
• Safety Orientation
• IT Setup Guide
• Benefits Summary
• Policy Acknowledgment Forms

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Template provided by support.construction. Customize with your company information.