Manager Onboarding Checklist

MANAGER ONBOARDING CHECKLIST

Manager Name:

[Employee Name]

Designation:

[Designation]

Department:

[Department]

Effective Date:

[Date of Joining]

Reports To:

[Reporting Manager]

Team Size:

[Number] direct reports

Before the Start Date – Owner: Skip-Level Manager and HR

• Announcement to the team drafted and scheduled
• Handover note prepared by outgoing manager or skip-level
• List of direct reports with roles, tenure and last ratings
• Open positions and in-process hiring shared
• Budget, cost centre and vendor list prepared

Week 1 – Access and Authority

• Approver rights set up in HRMS for leave, attendance and regularisation
• Expense and purchase approval limits configured
• Access to team dashboards, reports and shared drives
• Introduced to the team in a meeting led by the skip-level manager
• Introduced to HR business partner, finance and admin contacts

Weeks 1–3 – Know the Team

• One-on-one held with each direct report
• Pending leave, appraisal and confirmation cases reviewed with HR
• Ongoing projects, client commitments and deadlines reviewed
• Team meeting rhythm agreed

First 60 Days – Manager Training – Owner: HR

• POSH awareness and Internal Committee process
• Performance appraisal and goal-setting process
• Disciplinary procedure and fair documentation
• Leave, attendance and overtime rules
• Hiring and interview training

By Day 90 – Leadership Plan