Companies and organizations, big or small, are expected to bring in new members. They're new to the workplace, so they have a lot of learning and catching up to do. For most, it might be an overwhelming experience. The onboarding checklist template lets companies guide new employees during the first days in a new environment.

Read more below on how to structure an onboarding checklist effectively.

What is an onboarding checklist?

An onboarding checklist is a document that comes with two primary purposes. First, it guides new members or employees as they join a new workplace. The onboarding checklist will state the steps they must complete, especially during training. As a result, they'll know what is expected of them.

Secondly, the onboarding checklist lets companies remember the steps they must take in setting up new hires in the future. The checklist's completion allows leaders to confirm that they have prepared employees to succeed at their daily tasks.

What to include in an onboarding checklist?

The continents of your onboarding checklist vary for every company. However, a few common elements must not be forgotten while developing an onboarding checklist template. See the list below.

  • Basic info. It must have working hours, a first-day schedule, a dress code, calendar invitations to onboarding sessions, and introductory meetings. The goal is to reduce the first-day jitters of new hires.
  • Team info. Share the details about team members, like their names, photos, work experiences, and roles in the company. Encourage the new employees to introduce themselves and share their ideas in the company.
  • Office tour. Show your new employees the significant areas and facilities in the company building like meeting rooms, the bathroom, fitness center, canteen, and kitchen. It's also vital to remember to take the new hires to their desk and give them some office essentials like pens, notebooks, or a mug.
  • Complete the needed paperwork. There must be documentation of the new hire's pay, taxes, benefits, and more. The HR must prepare these documents before the new employee's first day. Companies can use emails for remote employees.
  • Account signups. Remember to include the signup details of the company's vital digital tools. These include email, training, HR, communication, and project management software.
  • Assign the training materials. You can provide new hires with guides and resources to ensure a smoother transition. An employee handbook comes in handy so they can familiarize vital internal processes.

How to create an onboarding checklist?

There are online platforms that provide a pre-built onboarding checklist template. With this, you need not create your structure; fill in the sections to complete the checklist. Consider some helpful tips as you make your onboarding checklist.

  1. Identify the company elements and processes you'll include in your onboarding checklist.
  2. Choose a digital onboarding checklist template. Boardmix has a vast range of structures you can use.
  3. Update the list to cover specific needs.
  4. Proofread and refine the onboarding checklist template before sharing it with the team using a unique link.

FAQs about the onboarding checklist

What are the five C's of onboarding?

A successful onboarding means you have covered the five C's, which are:

  • Compliance
  • Clarification
  • Culture
  • Connection
  • Check back

How long should an onboarding checklist be?

There is no specific number of pages for your onboarding checklist. The document can even be short and sweet. However, one must also ensure that the checklist covers everything your new hires will need once they report on their first day. It must be comprehensive so other team members can understand easily.

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