Onboarding Checklist Form

Employee Name : _________________________________________________________

Departure Date : _________________________________________________________

Before the First Day:

Send a welcome email to the new employee, including details of their

start date, work schedule, dress code, and any other important
information.
Provide a list of necessary paperwork for the new employee to complete,
such as tax forms, direct deposit information, emergency contact
information, etc.
Arrange for the new employee's workspace to be prepared, including
computer, phone, desk, and any necessary supplies.
Schedule any necessary training sessions or meetings with other team
members.

On the First Day:

Greet the new employee and give a tour of the workplace. Introduce the
new employee to their team members and other key personnel.
Provide the new employee with an overview of the company's culture,
values, and mission.
Provide the new employee with their job description and performance
expectations.
Review the employee handbook, policies and procedures, and any other
relevant documents.
Set up any necessary accounts, such as email and software access.
Provide the new employee with an orientation to the workplace,
including a review of safety procedures.

Within the First Week:

Review any necessary job training or provide the new employee with
access to necessary training materials.
Provide the new employee with a clear understanding of their role and
responsibilities within the company.

Dedicated Assistance
+62 859-3441-1834 talent.epicareer.com
Diana Chen
 Discuss the new employee's short and long-term goals and provide
feedback on their performance.
Schedule regular check-ins with the new employee to provide ongoing
support and feedback.
Provide the new employee with opportunities to meet with other team
members and get involved in company activities.

Within the First Month:

Provide the new employee with feedback on their performance and

progress toward their goals.
Schedule a performance review meeting to discuss progress and areas
for improvement.
Encourage the new employee to provide feedback on their onboarding
experience and make any necessary adjustments.
Provide ongoing training and development opportunities to support the
new employee's growth within the company.
Set expectations for ongoing communication and feedback between the
new employee and their supervisor.

Within the Second Month:

Ensure that the new employee has completed all required training
sessions and certifications.
Provide ongoing feedback and support to the new employee to help
them improve their performance.
Encourage the new employee to set and work towards achieving their
own goals within the company.
Provide opportunities for the new employee to work on cross-functional
projects and collaborate with other departments or teams.

Within the First Week:

Schedule a follow-up performance review meeting to assess the new

employee's progress and provide feedback on their performance.
Encourage the new employee to provide feedback on the company's
processes and procedures and make any necessary recommendations
for improvements.

Dedicated Assistance
+62 859-3441-1834 talent.epicareer.com
Diana Chen
 Provide additional training and development opportunities to help the
new employee continue to grow and develop within their role.
Introduce the new employee to any key clients or partners as necessary.
Set expectations for ongoing communication and feedback between the
new employee and their supervisor, and encourage open and honest
communication.

Dedicated Assistance
+62 859-3441-1834 talent.epicareer.com
Diana Chen
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