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New Hire Orientation Checklist Form Template

Streamline your onboarding process with this effective template

Getting new hires acclimated quickly can be a challenge. This new hire orientation checklist template helps you streamline the onboarding process, ensuring your employees feel welcomed and informed from day one. With clear guidance, you can enhance engagement, track essential tasks, and minimize compliance risks, all while aligning with HR best practices and WCAG standards. Start creating a positive first impression that lasts.

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Employee full name
Job title
Department/team
Manager or supervisor
Primary work location/site
Start date
Work email
Work phone
Onboarding coordinator (HR/People Ops)
Pre-employment documents overall status
Completed
In progress
Not started
Not applicable
I-9 verification date (if applicable)
Notes for pre-employment documents
Documents completed/collected
Signed offer letter
Background check verified
I-9 Section 1 completed
I-9 Section 2 verified
W-4 and state tax forms collected
Direct deposit form collected
Employment agreement signed
Policy acknowledgments collected
Policies orientation overall status
Completed
In progress
Not started
Not applicable
Policies reviewed with the employee
Employee handbook provided
Code of conduct reviewed
Anti-harassment policy reviewed
Attendance/timekeeping policy reviewed
Data privacy policy reviewed
IT acceptable use policy reviewed
Confidentiality/NDA reviewed
Notes for policies orientation
The employee understands the key policies discussed
Strongly disagree
Disagree
Neither
Agree
Strongly agree
IT and systems setup overall status
Completed
In progress
Not started
Not applicable
Accounts provisioned
Email account
Single sign-on (SSO)
HRIS/employee portal
Payroll/time tracking
Collaboration tools (e.g., Slack/Teams)
Project/task management
VPN/remote access
Learning management system (LMS)
Notes for IT and systems
Temporary passwords or access instructions provided
Yes
No
Equipment and facilities overall status
Completed
In progress
Not started
Not applicable
Items issued to the employee
Safety and emergency procedures briefing provided
Yes
No
Notes for equipment and facilities
Ergonomics or workstation assessment scheduled
Yes
No
Benefits and payroll setup overall status
Completed
In progress
Not started
Not applicable
Benefits enrollment deadline (if applicable)
Notes for benefits and payroll
Benefits and payroll items completed
Payroll profile created
Tax withholding set
Direct deposit set up
Benefits overview scheduled
Benefits enrollment completed
Retirement plan options reviewed
Beneficiary details collected
Training and orientation overall status
Completed
In progress
Not started
Not applicable
Sessions scheduled or completed
Date of next orientation or training session
Notes for training and orientation
30/60/90-day check-ins scheduled
Yes
No
Team and culture onboarding overall status
Completed
In progress
Not started
Not applicable
Notes for team and culture onboarding
Activities completed
Team introductions completed
Office or workspace tour completed
Organization overview provided
Mission and values reviewed
Communication norms discussed
Meeting cadence explained
Key contacts list shared
Goals and expectations overall status
Completed
In progress
Not started
Not applicable
Probation or trial period discussed (if applicable)
Yes
No
Top priorities for the first week
First check-in date with manager
30/60/90-day goals documented
Yes
No
Open items remaining
Pending document collection
Pending benefits enrollment
Pending IT access
Pending equipment issuance
Pending training completion
Other follow-ups
Prepared by (typed name)
Prepared date
New hire acknowledgment (typed name)
New hire acknowledgment date
Additional comments
This checklist is accurate as of today
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration featuring a checklist and office elements for new hire orientation guide.

When to use this form

Use this form whenever you bring on a new team member, from full-time hires to interns or remote starts. It helps HR and managers track day-one tasks, week-one training, and first-month milestones in one organized checklist. You can capture personal details with the New employee details form, assign required reading, and schedule introductions with key teammates. You also set up pay early by routing tax and pay data through the New hire payroll form, so the first paycheck is accurate. Use it before the start date, on day one, and during the first 30/60/90 days to prevent missed steps, align stakeholders, and get each hire productive and compliant faster.

Must Ask New Hire Orientation Checklist Questions

  1. Which hiring documents are complete, and what is still pending?

    This confirms identity, tax withholding, and direct deposit are ready before day one. Include the W4 Form to capture federal withholding and prevent payroll errors.

  2. What equipment, software, and system access do you need on day one?

    This lets IT stage hardware and provision accounts before you arrive. You avoid delays logging into email, HR systems, and required tools.

  3. Which trainings and policies must you complete, and by what dates?

    Clear due dates drive completion of safety, security, and policy training. They also give your manager a simple way to track progress in week one and beyond.

  4. What are your 30/60/90-day goals and probation review dates?

    Defining milestones sets expectations and makes coaching measurable. If you use a formal review, align those dates with the Employee probation form to create a single source of truth.

  5. How should your payroll be set up, including direct deposit and any deductions?

    Asking up front prevents errors in the first pay cycle and reduces rework. Capture voluntary or required deductions in the Payroll deduction form to keep records clean.

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