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Nathan Brooks
Nathan Brooks

Published on May 22, 2024, updated on Jul 19, 2024

The onboarding process is a critical phase in the life of a new employee. It sets the tone for their entire tenure with the company and can significantly influence their productivity, engagement, and overall satisfaction. A well-structured onboarding checklist is key to ensuring that new hires are integrated smoothly and efficiently into the organization. Here are 7 examples of onboarding checklists and a free onboarding guide and onboarding checklist template that can help streamline your new hire process.

1. HR Onboarding Checklist

Human Resources plays a pivotal role in the onboarding process. An HR onboarding checklist should cover all the essential administrative tasks that need to be completed to get a new employee up and running.


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Key Components of HR Onboarding Checklist

Personal Information Gathering: Collect personal details such as name, address, social security number, and emergency contact information.

Employment Verification: Verify employment eligibility through forms like I-9 in the U.S.

Benefits Enrollment: Guide new hires through the benefits enrollment process, explaining health insurance, retirement plans, and other perks.

Tax Forms: Ensure that tax forms are completed and submitted correctly.

Company Policies: Provide an overview of company policies, including code of conduct, dress code, and workplace expectations.

Training Schedule: Outline the initial training schedule, including orientation and department-specific training.

Introductions: Plan introductions to team members and key stakeholders within the organization.

2. IT Onboarding Checklist

For roles that are heavily reliant on technology, an IT onboarding checklist is crucial to ensure that new hires have access to the tools and resources they need.


Key Components of IT Onboarding Checklist

Device Setup: Assign and set up computers, laptops, smartphones, and any other necessary devices.

Software Access: Grant access to required software and applications.

Email Setup: Configure email accounts and integrate them with other communication tools.

Network Access: Provide access to the company's network and any necessary databases.

Security Protocols: Train on security protocols, including password management and data protection.

Technical Support: Introduce them to the IT support team and available resources for technical assistance.

3. Vendor Onboarding Checklist

When onboarding new vendors or contractors, a vendor onboarding checklist helps to ensure that all necessary steps are taken to establish a productive partnership.


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Key Components of Vendor Onboarding Checklist

Contract Review: Ensure that contracts are reviewed, understood, and signed by both parties.

Scope of Work: Clarify the scope of work and expectations from the vendor.

Payment Terms: Discuss and agree on payment terms and invoicing procedures.

Compliance Requirements: Verify that the vendor meets all compliance and regulatory requirements.

Integration: Plan for the integration of the vendor's services or products with your company's operations.

Contact Points: Establish clear points of contact for communication and issue resolution.

4. Sales Onboarding Checklist

Sales is a dynamic and results-driven field. An effective sales onboarding checklist can help new hires hit the ground running.


Key Components of Sales Onboarding Checklist

Product Knowledge: Provide comprehensive training on products, services, and their unique selling points.

Sales Process: Walk through the sales process, from lead generation to closing deals.

CRM System: Train on the use of the company's Customer Relationship Management (CRM) system.

Sales Goals: Set clear sales targets and expectations.

Territory Assignment: Define sales territories and assign accounts or leads.

Sales Support: Introduce them to the sales support team, including marketing and customer service.

5. Creative Onboarding Checklist

For roles in creative fields, such as design or marketing, a creative onboarding checklist can help new hires understand the company's brand and creative direction.


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Key Components of Creative Onboarding Checklist

Brand Guidelines: Provide access to brand guidelines, including logos, color schemes, and typography.

Portfolio Review: Review the company's creative portfolio to understand the brand's aesthetic and messaging.

Creative Briefs: Teach them how to write and understand creative briefs.

Software and Tools: Ensure they are familiar with the design and editing software used by the team.

Collaboration Platforms: Introduce them to any collaboration platforms used for project management and team communication.

Feedback Mechanism: Establish a clear feedback process for reviewing and iterating on creative work.

6. Customer Onboarding Checklist

Customer onboarding is the process of introducing new customers to your product or service, ensuring they understand how to use it and are set up for success.


Key Components of Customer Onboarding Checklist

Welcome Package: Send a personalized welcome package that includes an introduction to the company, product information, and next steps.

Account Setup: Assist with the account creation process, ensuring all necessary information is collected and entered correctly.

Product Training: Provide comprehensive training sessions or webinars to educate customers on how to use your product or service effectively.

Documentation: Offer access to user manuals, FAQs, and other helpful documentation.

Feedback Loop: Establish a feedback loop to gather customer insights and improve the onboarding process.

Support Channels: Introduce customers to the various support channels available, such as live chat, email, or phone support.

Success Manager: Assign a dedicated success manager or customer success team member to guide the customer through the onboarding process.

7. HubSpot Onboarding Checklist

If your company uses HubSpot, a comprehensive HubSpot onboarding checklist can help new hires quickly become proficient with the platform.


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Key Components of HubSpot Onboarding Checklist

Platform Overview: Provide a general overview of HubSpot, its features, and how it integrates with other tools.

Access Setup: Ensure new hires have access to HubSpot and understand how to navigate the dashboard.

CRM Training: Train on using HubSpot's CRM to manage contacts, leads, and customer interactions.

Marketing Automation: Teach how to set up and use marketing automation tools within HubSpot.

Sales Enablement: Show how to use HubSpot for sales activities, including tracking deals and managing pipelines.

Service Hub: If applicable, provide training on using the Service Hub for customer support and ticket management.

Content Creation: Guide new hires on creating and publishing content using HubSpot's content management tools.

Analytics and Reporting: Train on how to use HubSpot's analytics and reporting features to track performance and make data-driven decisions.

Integrations: Explain how to integrate HubSpot with other tools and platforms used by the company.

Best Practices: Share best practices for using HubSpot effectively and efficiently.

Boardmix: Enhancing Efficiency with Work Templates

The Boardmix Community is an online hub dedicated to providing a variety of work templates designed to help users complete their tasks more efficiently. The extensive template library includes resources for project management, reports, presentations, and more. Notably, Boardmix offers specialized templates for onboarding scenarios, such as the Onboarding Guide and Onboarding Checklist Template.

1. Utilize the Onboarding Checklist Template

Click the link to collaborate in the file [Onboarding Checklist] on Boardmix


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By navigating to the Boardmix workspace and selecting "Template," you can find the Onboarding Checklist Template, a free resource aimed at helping new employees quickly acclimate to their work environment, understand company culture, and learn about the business operations to smoothly transition through their probation period. The onboarding checklist includes different tasks tailored to various roles. The template provides a set of common onboarding tasks, that users can add to or remove based on their needs.

2. Explore the Onboarding Guide

Click the link to collaborate in the file [Onboarding Guide] on Boardmix.


By visiting the Boardmix Community and searching for the Onboarding Guide, you will find a comprehensive onboarding guide that you can customize to meet your specific requirements. You also have the option to share your files within the Boardmix community. The onboarding guide section includes essential onboarding instructions, such as an introduction to the company, departmental overviews, and job responsibilities. Users can modify and supplement this guide according to their specific needs.

With the free onboarding guides and checklist templates offered by Boardmix, users streamline their onboarding process, minimizing the challenges faced by new employees. We also encourage users to share these checklists with their teams, seek feedback, and continuously optimize them to better meet their needs.


With a clear onboarding checklist, whether they are new employees or new customers, they have a clear path to success. A well-crafted checklist not only facilitates a smooth transition but also sets realistic expectations and builds a strong foundation for future growth and collaboration.

By covering all the bases—from administrative tasks to technical training, and from customer relationships to platform proficiency—your organization can create a comprehensive onboarding program that enhances the experience for everyone involved. Remember, the goal of onboarding is not just to get new hires or customers started, but to set them up for long-term success and engagement with your company.

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