ONBOARDING CHECKLIST

Employee Name: [NAME]
Start Date: [DATE]
Department: [DEPARTMENT]
Manager: [MANAGER]

1. Pre-Start

☐ Offer letter signed
☐ Background check complete (if applicable)
☐ I-9 and work authorization ready
☐ Equipment and access prepared
☐ Orientation schedule sent

2. Day One

☐ Collect completed I-9 and verify documents
☐ Collect tax forms (W-4 and state forms)
☐ Review employee handbook and policies
☐ Set up email, payroll, and benefits accounts
☐ Provide confidentiality and IP agreements

3. First Week

☐ Job training completed
☐ Security and safety training completed
☐ Introductions to team and stakeholders
☐ Review role expectations and goals

4. First 90 Days

☐ Performance check-in scheduled
☐ Benefits enrollment completed
☐ Confirm completion of required trainings

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