Free checklist template · Word

New Employee Orientation Checklist

This new employee orientation checklist splits orientation-day responsibilities by person: what HR, the reporting manager, the buddy and the new employee each need to do before and on the day. It is useful for small and mid-sized teams where orientation is informal and tasks are easily dropped between people.

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[Company Logo][Company Name]

NEW EMPLOYEE ORIENTATION CHECKLIST

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Designation:: [Designation]
Department:: [Department]
Orientation Date:: [Date of Joining]
Buddy:: [Buddy Name]

HR – [HR Name]

Welcome the employee at reception
Complete joining forms and document verification
Explain leave, attendance, pay date and benefits
Explain POSH policy and grievance channels
Hand over ID card and welcome kit

Reporting Manager – [Reporting Manager]

Block time for a one-on-one on day one
Explain the role, team goals and first-week plan
Introduce the employee to the team
Share key documents and tools for the role
Agree a check-in time for the end of week one

Buddy – [Buddy Name]

Take the employee for lunch
Show the office: washrooms, pantry, exits, meeting rooms
Explain informal norms: meetings, chat groups, dress
Be available for questions for the first month

New Employee – [Employee Name]

Bring original documents and photographs
Set up email, HRMS and chat on the first day
Read the employee handbook and sign acknowledgements
Note questions for the manager and HR
Update emergency contact and bank details in HRMS

End-of-Day Check

Question	Yes / No
Systems working?	[Yes / No]
Met the team?	[Yes / No]
Clear on tomorrow’s plan?	[Yes / No]

Employee
[Employee Name]

Reporting Manager
[Reporting Manager]

HR
[HR Name]

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What this template includes

HR tasks
Reporting manager tasks
Buddy tasks
New employee’s own to-do list
End-of-day check
Sign-off

When to use it

In small companies without a formal induction team
When the manager rather than HR runs most of orientation
For branch or site joiners far from head office
To set clear expectations for the buddy

How to customise this template

1Name each owner
2Remove the buddy section if you do not use buddies
3Add site visit tasks for field roles
4Share the employee section in the welcome email

HR tips

Give the new employee their own section so they can be proactive
Have the manager, not HR, explain the role
End the day with a short check-in

For HR & hiring managers

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Frequently asked questions

Who is responsible for new employee orientation?+

HR coordinates, but the manager, buddy and the employee all have tasks. This checklist assigns them.

What should a new employee do on orientation day?+

Bring documents, complete forms, set up systems, meet the team and note questions for the manager.

Is orientation needed for experienced hires?+

Yes. Even experienced people need to learn your company’s policies, tools and people.

All 50 onboarding & induction →

[Company Logo][Company Name]
EMPLOYEE ONBOARDING CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation:
[Designation]
Department:
[Department]
Date of Joining:
[Date of Joining]
Reporting Manager:
[Reporting Manager]
HR Coordinator:
[HR Name]
Phase 1: Pre-Joining (Offer Acceptance to Day Before Joining) – Owner: HR
- Signed offer letter received and filed
- Background and reference checks initiated
- Pre-joining document list emailed to the candidate
- Joining date, time, reporting address and dress code confirmed
- IT, admin and reporting manager informed of the joining date
- Workstation, laptop and email ID requested
- Welcome email sent with day-one agenda
Phase 2: Joining Day – Owner: HR and Admin
- Original documents verified and copies taken (education, experience, relieving letter)
- PAN, bank account details and cancelled cheque collected
- Aadhaar (last 4 digits / masked copy) collected for KYC
- UAN obtained or new UAN generated; EPF nomination (Form 2) completed
- ESI registration done where applicable
- Appointment letter issued and signed copy received
- ID card, access card and welcome kit handed over
- Employee added to HRMS, attendance and payroll
Phase 3: First Week – Owner: HR, IT and Reporting Manager
Checklist · Word
Employee Onboarding Checklist
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[Company Logo][Company Name]
NEW HIRE ORIENTATION CHECKLIST
New Hire:
[Employee Name]
Designation:
[Designation]
Orientation Date:
[Date]
Facilitator:
[HR Name]
Venue / Mode:
[Venue / Online]
Section 1: About the Company
- History, founders and leadership team
- Vision, mission and values
- Products, services and key customers
- Organisation structure and locations
Section 2: Working Here
- Working hours, shifts, attendance and biometric punching
- Leave types, holiday list and how to apply
- Probation period and confirmation process
- Dress code and workplace etiquette
Section 3: Pay and Benefits
Checklist · Word
New Hire Orientation Checklist
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[Company Logo][Company Name]
EMPLOYEE ORIENTATION PRESENTATION – SLIDE OUTLINE
Company:
[Company Name]
Presenter:
[HR Name]
Duration:
[Minutes] minutes
Version:
[Version] – [Date]
Slide 1: Welcome to [Company Name]
- Company logo and welcome message
- Names of today’s joiners
- Speaker note: introduce yourself and the agenda
Slide 2: Agenda
- Our story
- How we work
- Pay and benefits
- Conduct and safety
- Your first week
Slide 3: Our Story
Plan · Word
Employee Orientation Presentation
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[Company Logo][Company Name]
EMPLOYEE WELCOME KIT CHECKLIST
Employee Name:
[Employee Name]
Date of Joining:
[Date of Joining]
Work Mode:
[Office / Remote]
Kit Prepared By:
[Admin Executive Name]
Documents
- Welcome letter signed by HR / CEO
- Day-one agenda and induction schedule
- Employee handbook or quick-start guide
- Holiday list for the year
- Key contacts card (HR, IT, admin, buddy)
Workplace Essentials
- ID card with lanyard
- Access card
- Notebook and pen
- Desk name plate
- Visiting cards (if applicable)
Branded Merchandise
Checklist · Word
Employee Welcome Kit Checklist
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[Company Logo][Company Name]
HR ONBOARDING CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Employment Type:
[Permanent / Contract / Intern]
HR Executive:
[HR Name]
A. Offer and Pre-Joining
- Offer letter issued and acceptance received within validity
- CTC breakup shared and agreed
- Background verification consent form signed
- Pre-joining document checklist sent
- Joining instructions sent (date, time, address, contact person)
B. Document Verification (Joining Day)
- Educational certificates – originals sighted, copies taken
- Experience and relieving letters from previous employers
- Last three salary slips or Form 16 (for tax computation)
- PAN card copy
- Aadhaar (last 4 digits / masked copy)
- Address proof (current and permanent)
- Passport-size photographs
- Bank account details with cancelled cheque
C. Statutory Registrations
Checklist · Word
HR Onboarding Checklist
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[Company Logo][Company Name]
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
Checklist · Word
Manager Onboarding Checklist
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[Company Logo][Company Name]
IT ONBOARDING CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Department:
[Department]
Date of Joining:
[Date of Joining]
Work Mode:
[Office / Hybrid / Remote]
Ticket No.:
[Reference Number]
1. Hardware Provisioning
- Laptop/desktop allocated – asset tag [Asset Tag], serial [Serial Number]
- Charger, mouse, headset and bag issued
- Operating system updated and patched
- Full-disk encryption enabled
- Endpoint protection installed and reporting
- Device enrolled in device management
2. Accounts
- Directory/domain account created
- Official email ID created: [Email ID]
- Collaboration tools (chat, video) enabled
- Added to department distribution lists and shared drives
- HRMS and attendance login activated
3. Role-Based Access (Approved by Reporting Manager)
Checklist · Word
IT Onboarding Checklist
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[Company Logo][Company Name]
FINANCE AND PAYROLL ONBOARDING CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Annual CTC:
₹[CTC]
Cost Centre:
[Cost Centre]
Stage 1: Data Received from HR
- Employee master and CTC breakup received
- Bank account number and IFSC verified (cancelled cheque / bank letter)
- PAN verified
- UAN linked to the employee record
- ESI number generated where applicable
Stage 2: Tax Setup
- Tax regime choice recorded
- Investment declaration received
- Previous employer income and TDS details collected (mid-year joiners)
- HRA rent details and landlord PAN where required
- Professional tax applicability set as per state of work location
Stage 3: Statutory Deductions
Checklist · Word
Finance Onboarding Checklist
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