Free checklist template · Word

New Joiner Buddy Checklist

The new joiner buddy checklist guides the colleague appointed as a buddy, explaining the role and listing week-by-week actions from day one to around day 60. The buddy is an informal guide, not a supervisor, who helps the new employee with unwritten rules, people and practical questions.

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[Company Logo][Company Name]

NEW JOINER BUDDY CHECKLIST

Buddy Name:: [Buddy Name]
New Joiner:: [Employee Name]
Department:: [Department]
Date of Joining:: [Date of Joining]
Buddy Period:: [Date] to [Date]

Your Role as a Buddy

Be a friendly first point of contact for everyday questions
Share how things really work: tools, meetings, norms
Do not evaluate the new joiner or report on performance
Refer HR, pay or policy questions to HR, and any complaint of harassment to HR or the Internal Committee

Before Joining

Send a short welcome message (with HR’s permission)
Check the joiner’s first-day schedule

Day One

Meet the joiner after HR formalities
Office tour: pantry, washrooms, exits, meeting rooms
Lunch together
Add the joiner to informal team groups

Weeks 1–4

Daily check-in in week one
Explain team jargon and abbreviations
Introduce two or three useful people outside the team
Weekly coffee or call in weeks two to four

Weeks 5–8

Fortnightly check-in
Ask what would have helped earlier
Close the buddy period with a conversation

Buddy Feedback to HR

How has the joiner settled in?
Any support the joiner still needs?
Suggestions to improve the buddy programme

Buddy
[Buddy Name]
Date: [Date]

HR
[HR Name]
Date: [Date]

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What this template includes

Buddy role and boundaries
Before-joining contact
Day-one tasks
Weeks 1–4 check-ins
Day 60 close-out
Buddy feedback to HR

When to use it

When launching a buddy programme
Each time a buddy is assigned to a new joiner
For remote joiners who need a go-to person
For campus hires adjusting to work life

How to customise this template

1Pick buddies from the same team but not the manager
2Adjust the duration of the buddy period
3Add a small budget for a team lunch
4Recognise good buddies in appraisals

HR tips

Choose buddies who volunteer and know the company well
Remind buddies not to share confidential HR matters
Escalate concerns about harassment straight to HR or the Internal Committee

For HR & hiring managers

Experienced and fresher candidates across India — blue, grey and white collar. Post a job in 5 minutes and start receiving applications.

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Frequently asked questions

What does a buddy do for a new joiner?+

Helps them settle in: introductions, practical questions, informal norms and regular check-ins during the first two months.

Can the manager be the buddy?+

Usually not; the buddy should be a peer the new joiner can approach informally.

How long does a buddy programme last?+

Commonly 30 to 90 days, depending on the role.

All 50 onboarding & induction →

[Company Logo][Company Name]
NEW JOINER CHECKLIST FOR REPORTING MANAGERS
Reporting Manager:
[Reporting Manager]
New Joiner:
[Employee Name]
Designation:
[Designation]
Date of Joining:
[Date of Joining]
Before Arrival
- Confirm role description and first-month priorities
- Raise IT access requests for tools the role needs
- Inform the team and assign a buddy
- Plan the first-week schedule with HR
- Keep your calendar free for the first morning
Day One
- Welcome the joiner personally
- Explain the team’s purpose and how the role fits
- Introduce the team
- Share the first-week plan
Week One
Checklist · Word
New Joiner Manager Checklist
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[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]
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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[Company Logo][Company Name]
ADMIN ONBOARDING CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Department:
[Department]
Date of Joining:
[Date of Joining]
Work Location:
[Work Location]
Shift:
[Shift Timing]
Before Joining
- Seat / workstation allocated: [Seat Number]
- Photograph received for ID card
- ID card printed
- Access card programmed for [Floors / Areas]
- Visiting cards ordered (if eligible)
- Drawer/locker key prepared
Joining Day
- ID card and access card handed over and acknowledged
- Stationery kit issued
- Locker allocated: [Locker Number]
- Canteen/meal card issued
- Transport route or parking slot allotted
- Uniform/PPE issued where applicable
Safety and Facilities Briefing
Checklist · Word
Admin 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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