New Hire Onboarding checklist
Onboard every new hire the same way, offer, pre-boarding, first day, 30-day review.
Hire referenceDate started
Work down the steps in order. Fields marked * must be filled in before moving to the next step.
1. Offer Sent
Offer letter is out, awaiting candidate signature.
- Fill in full_name, role, and start_date.
- Attach the signed-by-us offer_letter to the record.
- Send the candidate the offer with a deadline (typically 5 business days).
- Flag any verbal counter-offers to the hiring manager immediately.
Completed byDate2. Offer Accepted
Candidate has signed; assign their manager and confirm logistics.
- Confirm manager_name, this person is responsible for everything from day one onwards.
- Notify the manager of the start_date and the new hire's role.
- Add the new hire to the team calendar.
Completed byDate3. Pre-Boarding
Equipment, accounts, and accesses are ready before day one.
- Order or provision the laptop, monitor, and any role-specific kit.
- Create their work email, Slack, and core SaaS accounts.
- Tick equipment_provisioned once everything is physically ready or shipped.
- Send the day-one schedule to the new hire 48 hours before they start.
Completed byDate4. Day One
First day complete, intros, tooling walkthrough, manager 1:1 scheduled.
- Welcome them, do team intros, and walk through the tooling.
- Confirm they can log into email, Slack, and core systems.
- Schedule a recurring weekly 1:1 with their manager.
- Tick first_day_complete at end of day.
Completed byDate5. 30-Day Review
Check-in at the 30-day mark, how's it going, anything blocking them?
- Manager holds a 30-minute review with the new hire.
- Discuss what's going well, what's blocking them, and what they need.
- Capture any action items in the activity log.
- Tick thirty_day_review_done when complete.
Completed byDate