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:
| Metric | Impact |
|---|---|
| Employee retention | 82% improvement (Brandon Hall Group) |
| New hire productivity | 70% increase (Glassdoor) |
| Time to proficiency | 50% faster (SHRM) |
| Employee engagement | 54% 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:
| Metric | How to Measure | Target |
|---|---|---|
| Time to productivity | Manager assessment | <90 days |
| New hire retention (1 year) | Turnover tracking | >85% |
| Onboarding satisfaction | Survey (1-5 scale) | >4.0 |
| Training completion | LMS tracking | 100% |
| Buddy effectiveness | New 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.
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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.


