Introduction
Onboarding is the critical bridge between hiring and retention. A checklist ensures nothing slips through the cracks, making new hires feel welcomed, supported, and productive faster. This guide covers what to do on Day 1, Week 1, and Month 1, with additional resources for managers.
Day 1 Tasks
- Welcome new hire with orientation kit and personal greeting
- Issue equipment (laptop, phone, access cards)
- Provide system logins and password manager setup
- Introduce immediate team members and assign a buddy
- Review company mission, values, and policies
- Set up HR paperwork, payroll, and benefits
Week 1 Tasks
By the end of week one, the goal is to integrate the employee into workflows and culture.
- Assign first project or task
- Schedule one-to-one meetings with manager
- Shadow a peer in a core workflow
- Enroll in compliance and role-specific training modules
- Set short-term goals with manager
Month 1 Milestones
At this stage, employees should gain confidence and independence.
- Review first deliverables and give structured feedback
- Complete 30-60-90 day plan goals
- Join company-wide meetings and forums
- Assess engagement via surveys
Conclusion
An onboarding checklist is more than logistics — it shapes the first impression. Clear, consistent onboarding reduces turnover and boosts employee satisfaction.