Free checklist template · Word

New Joiner Manager Checklist

This checklist is for a reporting manager who has a new person joining their team. It lists what the manager should do before the joiner arrives, on day one, through the first week and up to day 90, including role briefing, goal-setting, introductions, regular one-on-ones and the probation recommendation.

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[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

Daily 15-minute check-in
Agree 30/60/90-day goals in writing
Assign a first small task
Explain how performance will be reviewed

Days 8–90

Weekly one-on-one held
30-day review completed
60-day review completed with feedback
Training needs identified and nominated
90-day review completed

Probation Recommendation

Reviews documented and shared with HR
Recommendation sent to HR before [Probation End Date]

Reporting Manager
[Reporting Manager]
Date: [Date]

HR
[HR Name]
Date: [Date]

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What this template includes

Pre-arrival preparation
Day-one welcome actions
Week-one goal setting
Regular one-on-one cadence
Feedback and reviews at 30/60/90
Probation recommendation

When to use it

When a manager has a new team member joining
For first-time managers
When HR wants managers to own onboarding
For hybrid teams where the manager is remote

How to customise this template

1Add the actual tools and reports the joiner needs
2Set your one-on-one frequency
3Link to the 30/60/90-day forms
4Add client introduction steps for client-facing roles

HR tips

Block your own calendar on day one
Write down role expectations; do not rely on verbal briefings
Give feedback early and often

For HR & hiring managers

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Frequently asked questions

What should a manager do before a new employee joins?+

Prepare the work, request access, plan the first week, inform the team and assign a buddy.

How often should managers meet new joiners?+

Daily in week one, then weekly one-on-ones through the first three months is a common rhythm.

Who recommends confirmation after probation?+

The reporting manager, based on documented reviews, with HR processing the decision.

All 50 onboarding & induction →

[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]
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
Checklist · Word
New Joiner Buddy 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]
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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