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This checklist supports HR and managers in coordinating key onboarding activities before an employee starts and during their first 90 days.
Before the First Day
- HR: Confirm employment details and start date
- HR: Create employee record and complete required HR documentation
- HR: Request system and application access
- Manager: Prepare equipment and workplace
- HR: Send welcome information and first-day details
- HR / Manager: Assign onboarding responsibilities
First Day
- Manager: Welcome the employee and introduce the team
- HR: Complete HR orientation
- HR / Manager: Confirm access to required systems and tools
- HR: Review key workplace information and resources
- Manager: Introduce the employee to their role, team, and first priorities
First Week
- Employee: Complete mandatory training
- Manager: Review role expectations and initial goals with the employee
- Manager: Introduce relevant processes, tools, and knowledge resources
- Manager: Schedule regular check-ins
- HR / Manager: Confirm that outstanding onboarding tasks are completed
First 30 / 60 / 90 Days
- Manager: 30 days — Conduct first onboarding check-in
- Manager: 60 days — Review progress, questions, and development needs
- HR / Manager: 90 days — Complete onboarding review and gather feedback
- HR / Manager: Record outstanding actions or follow-up needs
- HR: Close the onboarding checklist
Responsibilities
| Role | Responsibility |
|---|---|
| HR | Coordinates the overall onboarding process and ensures required documentation is complete. |
| Manager | Supports role-specific onboarding, expectations, and regular check-ins. |
| Employee | Completes assigned activities and raises questions or support needs. |
This checklist supports HR and managers in coordinating key onboarding activities before an employee starts and during their first 90 days.
