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?


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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.

Onboarding Checklist Templates in Boardmix

A well-structured onboarding checklist is key to ensuring that new hires are integrated smoothly and efficiently into the organization. Here are 3 examples of onboarding checklists and a free onboarding guide and onboarding checklist template that can help streamline your new hire process.

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.


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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.

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.


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.

Sales Onboarding Checklist

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


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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.

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.

Step 1: Log in to Your Boardmix Account

The first step is straightforward. Navigate to the Boardmix website on your preferred web browser and log in to your account using your registered credentials. If you don't have an account yet, you can quickly create one by clicking on the "Sign Up" button and following the prompts.


Step 2: Search and Choose Onboarding Checklist Template

Once you've logged in, it's time to choose your template. On the Boardmix dashboard, you'll see a "Templates" option. Click on it and then use the search bar to type in "Onboarding Checklist". Boardmix will then present you with a variety of ready-made onboarding checklist templates. Take your time to review these options and select the one that best aligns with your requirements.


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Step 3: Identify the company elements and processes you'll include in your onboarding checklist.

Step 4: Customize and Edit Your Onboarding Checklist

After selecting your template, it's time to customize it to fit your specific needs. With Boardmix's intuitive interface, you can easily add, remove, or adjust checklist items. Don't forget to include crucial elements such as initial training, HR paperwork, equipment setup, job role clarification, and team introductions.

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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