Free New Hire Checklist

Answer a few simple questions Print and download instantly It takes just 5 minutes

Check-In Schedule

When will you check in with the new hire?What is a new hire check in?Check-ins are regular, scheduled meetings wherein the new hire is asked how they are doing in their new role, how they are liking their new role and team, and what challenges they are facing, if any. Employers may also use check-ins to discuss the new hire's performance and provide helpful feedback.

Checking in on your new hire regularly will not only make them feel more comfortable in their new workplace but will also make them feel more valued as an employee of the company.

You can schedule multiple check-ins.

Your New Hire Checklist

Update Preview
This document preview is formatted to fit your mobile device. The formatting will change when printed or viewed on a desktop computer.



Employee Information:

Name: ____________________________________
Position: __________________________________
Department: _______________________________
Supervisor: ________________________________
Start Date: ________________________________


Preboarding Tasks

[   ] Collect signed offer letter from new hire

[   ] Prepare new hire documents

[   ] Create personnel file for new hire

[   ] Complete state new hire reporting

[   ] Prepare workspace and equipment

Contact Person:

[   ] Prepare work accounts and access

Contact Person:

[   ] Send the new hire a welcome email (with instructions for their first day)

[   ] Prepare a welcome kit

[   ] Send new employee announcement to the whole team or company

Onboarding Tasks

[   ] Ask the new hire to fill out employment documents, if not yet completed

[   ] Collect employment documents from the new hire

[   ] Introduce the new hire to the person conducting their orientation:

Assigned Orientation Facilitator:

[   ] Conduct a company and job orientation:

[   ] Conduct an office tour

[   ] Introduce the new hire to the team or company

[   ] Hand the new hire over to their immediate supervisor

Other Tasks

[   ] Schedule or plan a social event/team activity:

Date and time of social event/team activity:

[   ] Request orientation feedback from the new hire:

Date and time of orientation feedback:


Last updated November 21, 2023

Written by

Reviewed by


Fact checked by

What is a New Hire Checklist?

A New Hire Checklist outlines the tasks an employer needs to complete after hiring an employee. The list includes everything a hiring manager must do before, during, and after onboarding someone.

As an employer, a checklist helps you manage all the moving parts involved in the onboarding process, simplifying an employee’s transition into your company. You can create a New Hire Checklist for each employee or make a reusable template for all future hires.

A New Hire Checklist is also known as an:

  • Onboarding plan
  • Onboarding checklist
  • Onboarding process

Why is a New Hire Checklist important?

New Hire Checklists make onboarding processes more efficient for both employers and employees. A strong onboarding process allows you to easily manage employment paperwork and seamlessly integrate employees into your company. In fact, proactive and efficient onboarding is often a key to maintaining happy, healthy, and productive employees.

A well-managed onboarding process can increase:

  • Job satisfaction
  • Performance
  • Retention rates

The 6 C’s of onboarding a new employee

A successful onboarding strategy consists of six areas of integration. By including these six areas in the onboarding process, you can help your new employees feel welcome and secure in your organization. 

1. Compliance

Compliance means you’re following legal rules and fulfilling obligations. By completing all compliance tasks, your business can keep running, and your new employees have the tools to fulfill their job responsibilities.

Compliance covers the base level of onboarding a new employee, involving tasks such as:

  • Preparing new hire documents
  • Supplying workspace and equipment
  • Setting up work accounts and access

2. Clarification

Clarification covers a new hire’s understanding of their job. By clarifying their role and responsibilities, you can ensure they understand the expectations and feel equipped to meet them.

Clarification is usually covered in the orientation topics and training with a peer mentor or immediate supervisor. Clarifying a new hire’s role and duties can include:

  • A description of company policies
  • An introduction to role expectations
  • A discussion about employee responsibilities

3. Confidence

When employees are confident about their ability to tackle their responsibilities, they’re more likely to succeed. You can help your new hires feel comfortable with their tasks by offering support and encouragement.

Things that can increase a new hire’s confidence in their position include:

  • Clear instructions about role expectations and responsibilities
  • Guidance from a peer mentor
  • Regular check-ins

4. Connection

For a new employee to feel accepted and valued in the company, they need to connect with their peers. By arranging for social engagement and interaction with other team members, you can help a new hire feel welcomed and supported.

Some things that can help a new employee create connections within the company are:

  • Introducing them to the team
  • Arranging social events or team activities
  • Setting up time with a peer mentor

5. Culture

Exploring company culture lets new hires see their role in the bigger picture. Discussions of company background and time spent with their peers will allow new team members to grow an understanding of company values.

Ways to inform new hires about company culture include:

  • Discussing company background
  • Arranging for a peer mentor
  • Letting the new hire spend time with their team and immediate supervisor

6. Checking back

The onboarding process isn’t complete without a check-in. By following up with the new employee, you can ensure they are integrating into the company and feel comfortable completing their duties.

Most companies will check in with new hires after 30, 60, or 90 days. You should also ask for orientation feedback to help polish your onboarding process for future employees.

What required paperwork should be included in a New Hire Checklist?

A big part of the New Hire Checklist is the paperwork required for hiring a new employee. The required paperwork can be divided into government-required documents and business-required documents. Both categories are vital in the hiring and onboarding process.

Government-required documents

Government-required documents are legally required by federal and state law and include tax forms and proof of eligibility to work in the United States. Since local state law varies, check with your local state labor laws to ensure you’re following all regulations. 

The standard government-required forms for new employees are:

Business-required documents

Business-required documents include forms that are essential to the onboarding process. They outline responsibilities and obligations, contain important information, and are helpful for future reference.

Business-required documents include:

  • Employment Contract, which outlines the responsibilities and obligations of your organization and the employee
  • Direct deposit form, which lets you deposit paychecks into the employee’s bank account
  • Employee Privacy Policy, which defines the privacy rights of the employee in the workplace
  • Benefit enrollment forms, which let the employee sign up for any benefits your company offers

Learn more about employee forms by reading our
Complete Guide to Managing Employee Paperwork.

How to onboard a new employee with a New Hire Checklist

After you have hired a new employee, you’ll need to prepare for the employee onboarding. The onboarding process starts as soon as the employee accepts the Offer Letter. LawDepot’s New Hire Checklist template separates the onboarding tasks into preboarding, onboarding, and other tasks.


Preboarding tasks include the things that need to be done after an employee accepts the employment offer but before their official start date. These tasks cover the legal obligations of hiring a new employee and some steps to welcome them into your organization. 

Preboarding tasks often include:

  • Asking the new hire to sign the Offer Letter and arranging to have it collected
  • Preparing the necessary paperwork to be signed on the employee’s first day
  • Completing any state-required paperwork
  • Preparing the new hire’s workspace, equipment, and all necessary accounts
  • Assigning a peer mentor and preparing a welcome kit
  • Sending the new hire a welcome email with instructions for their first day


Onboarding tasks are the tasks that need to be completed within the first few days of employment. These tasks let the new hire get to know the company, their role, and their peers.

Onboarding tasks often include:

  • Having the employee fill out paperwork
  • Conducting a company and job orientation, with topics like:
    • Company background and culture
    • Company policies
    • Role expectations and responsibilities
    • Pay and benefits
  • Conducting an office tour
  • Introducing team members and, if applicable, a peer mentor
  • Introducing the new hire to their immediate supervisor

Other tasks

After a new hire’s preboarding, onboarding, and first few days, there may be other tasks to complete, but the time frame is more flexible. These tasks let you check in on the new hire’s progress and ensure they thrive in their new environment. 

These tasks may include:

  • Scheduling check-ins
  • Organizing social events or team activities
  • Requesting orientation feedback

Related Documents

Thumbnail of a sample document of a New Hire Checklist


New Hire Checklist

Personalize your New Hire Checklist.

Print or download in minutes.

Create your free New Hire Checklist in 5-10 minutes or less
This document preview is formatted to fit your mobile device. The formatting will change when printed or viewed on a desktop computer.
Loading ...
Loading ...

Note: Your initial answers are saved automatically when you preview your document.
This screen can be used to save additional copies of your answers.