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Employee Onboarding Checklist 2026: Free Template + Best Practices

Research shows great onboarding improves retention by 82%. Get our free checklist template and learn best practices for welcoming new hires.

The Grove Team

Grove HR

5 January 202612 min read
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Quick Answer: What Should an Onboarding Checklist Include?

A comprehensive onboarding checklist covers 4 phases: pre-boarding (before day 1), first day, first week, and first 90 days.

Key elements:

  • ✅ IT equipment and system access
  • ✅ HR paperwork and compliance
  • ✅ Role-specific training
  • ✅ Team introductions
  • ✅ Buddy/mentor assignment
  • ✅ Regular check-ins and feedback

Why Onboarding Matters: The Statistics

Research consistently shows the impact of effective onboarding:

MetricImpact
Employee retention82% improvement (Brandon Hall Group)
New hire productivity70% increase (Glassdoor)
Time to proficiency50% faster (SHRM)
Employee engagement54% higher (Gallup)

The cost of poor onboarding: Replacing an employee costs 50-200% of their annual salary (SHRM, 2024).


Complete Onboarding Checklist Template

Phase 1: Pre-Boarding (Before Day 1)

Complete these tasks before the new hire's first day:

IT & Equipment

  • Order laptop/computer
  • Set up email account
  • Create system logins (HR, project management, communication tools)
  • Prepare desk/workspace (if office-based)
  • Ship equipment (if remote)

HR & Administration

  • Send offer letter and contract
  • Collect signed documents
  • Set up payroll
  • Enrol in benefits (if applicable)
  • Add to HR system

Communication

  • Send welcome email with first day details
  • Share employee handbook
  • Notify team of new starter
  • Assign buddy/mentor
  • Create onboarding schedule

Phase 2: First Day

Morning

  • Warm welcome from manager
  • Workspace/remote setup tour
  • IT orientation (systems, passwords, tools)
  • Security and access setup
  • Team introductions

Afternoon

  • HR paperwork completion
  • Benefits enrolment review
  • Company overview presentation
  • Q&A session
  • Lunch with team (virtual or in-person)

End of Day

  • Check-in with manager
  • Confirm week 1 schedule
  • Address any immediate questions

Phase 3: First Week

Training & Learning

  • Role-specific training begins
  • Shadow team members
  • Complete compliance training
  • Review key processes and procedures
  • Access learning resources

Integration

  • Meet key stakeholders
  • Attend relevant team meetings
  • Schedule 1:1s with collaborators
  • Join communication channels (Slack, Teams)
  • Understand team dynamics

Goals & Expectations

  • Review job description
  • Discuss initial priorities
  • Set 30-day goals
  • Understand success metrics
  • Clarify reporting structure

Phase 4: First 30-60-90 Days

30 Days

  • Complete all essential training
  • Finish compliance requirements
  • 30-day review meeting
  • Gather initial feedback
  • Adjust onboarding as needed

60 Days

  • Increasing independence
  • Take on small projects
  • 60-day check-in
  • Identify additional training needs
  • Build cross-functional relationships

90 Days

  • Full productivity expected
  • 90-day performance review
  • Confirm probation outcome (if applicable)
  • Set long-term goals
  • Transition from onboarding to development

Onboarding Best Practices

1. Start Before Day 1 (Pre-boarding)

70% of new hires who experience exceptional onboarding say their employer started engaging them before their first day (Glassdoor).

  • Send welcome materials 1-2 weeks early
  • Complete admin tasks beforehand
  • Build excitement with company swag
  • Connect them with their buddy

2. Assign a Buddy or Mentor

56% improvement in new hire productivity when paired with a buddy (HCI).

The buddy should:

  • Be outside the direct reporting line
  • Have strong company knowledge
  • Be approachable and available
  • Meet regularly (daily in week 1, weekly thereafter)

3. Don't Overload Day 1

First day should focus on:

  • Welcome and belonging
  • Essential setup only
  • Human connections
  • Building excitement

Save for later:

  • Deep technical training
  • Complex processes
  • Detailed policies
  • Heavy workload

4. Make It Interactive

Replace passive presentations with:

  • Scavenger hunts (virtual or physical)
  • Team quizzes about the company
  • Job shadowing
  • Hands-on tasks
  • Collaborative activities

5. Gather Feedback

Create feedback loops:

  • Day 1: "How was your first day?"
  • Week 1: Quick pulse survey
  • 30 days: Detailed onboarding feedback
  • 90 days: Full experience review

Remote Onboarding Considerations

With 12.7% of UK employees now fully remote (ONS, 2024), adapt your process:

Technology

  • Ship equipment 1 week early
  • Test video conferencing before day 1
  • Provide clear technical support contacts
  • Use virtual whiteboarding tools

Connection

  • Schedule more frequent check-ins
  • Create virtual coffee chats
  • Use video for meetings (cameras on)
  • Build async communication norms

Documentation

  • Everything in writing/video
  • Self-serve knowledge base
  • Recorded training sessions
  • Clear process documentation

Onboarding Checklist by Role Type

For Individual Contributors

Focus on:

  • Technical skills training
  • Tool proficiency
  • Team integration
  • Project onboarding

For Managers

Additional elements:

  • Leadership training
  • Team introductions (1:1 with each report)
  • Understanding team dynamics
  • Budget and resource overview
  • HR processes for managers

For Executives

Unique requirements:

  • Board/stakeholder introductions
  • Strategic context deep-dive
  • Key relationship mapping
  • 100-day plan development
  • Cultural integration at senior level

Measuring Onboarding Success

Track these metrics to improve your process:

MetricHow to MeasureTarget
Time to productivityManager assessment<90 days
New hire retention (1 year)Turnover tracking>85%
Onboarding satisfactionSurvey (1-5 scale)>4.0
Training completionLMS tracking100%
Buddy effectivenessNew hire feedback>4.0

Using Grove for Onboarding

Grove's onboarding module automates your checklist:

  • Template library: Create reusable onboarding templates
  • Auto-assignment: Assign based on department, role, or location
  • Task tracking: Visual progress bars and notifications
  • Document collection: Securely upload and manage documents
  • Deadline management: Automatic reminders for overdue tasks

Get started with Grove to streamline new hire onboarding.

Tags:

onboardingnew startersemployee experienceHR checklistretention

The Grove Team

Grove HR

The Grove Team writes about HR best practices, compliance, and workplace culture for Grove. Helping UK businesses cultivate thriving teams.

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