
Employee onboarding checklist template
Before-start preparation · Day-one and first-week activities · First-month review
Preview and use template →Org charts, people processes and talent tools for HR teams and managers.
Free to use · No account needed

Before-start preparation · Day-one and first-week activities · First-month review
Preview and use template →
Leadership and reporting lines · Functional roles and team ownership · Editable names and vacant roles
Preview and use template →
Kitchen and floor either side of the pass · Chain of command numbered · Service calls everyone knows
Preview and use template →
Three HR pillars and what each does · HR director over all three · Service tiers with share of questions
Preview and use template →
The same company at three headcounts · Clusters of people around each leader · When to add a layer of managers
Preview and use template →
Performance and potential axes · Nine labelled cells with employee notes · Calibration questions and next steps
Preview and use template →
Hiring manager, recruiter and candidate lanes · Approval, offer and acceptance decisions · Notes on criteria and candidate updates
Preview and use template →
Manager, HR, IT and payroll lanes · Four stages from notice to after leaving · Equipment checklist and exit questions
Preview and use template →
Informal route and review date · Investigation, meeting and outcome options · Written outcome and appeal
Preview and use template →
Informal and formal routes · Meeting, investigation and written outcome · Appeal and timescales from your policy
Preview and use template →
Employee, manager and HR system lanes · Balance and cover decisions · Team calendar and leave rules
Preview and use template →
Month-end timeline with seven steps · Inputs to collect before cut-off · Pre-approval checks and after-payday tasks
Preview and use template →
Employee, manager, finance and payroll lanes · Policy, approval limit and receipt decisions · Example limits and claim rules
Preview and use template →
Team members scored against eight skills · Coverage totals with gap flags · Score key and planned training
Preview and use template →
Five levels drawn as a staircase · Scope, skills, impact and evidence · Promotion criteria strip
Preview and use template →
Six stages arranged in a cycle · Touchpoints and owner for each stage · One measure per stage
Preview and use template →
Feeling curve over the first year · Moments that lift or drop it · Fixes for the dips
Preview and use template →
Tasks against six roles with R, A, C and I · Load check of A and R per role · Key, row checks and reuse notes
Preview and use template →
Annual cycle on a Gantt chart · Year-end flow with calibration decision · Evidence and fairness checks
Preview and use template →
Leavers by length of service · Exit interview themes with quotes · Turnover by team
Preview and use template →
Mon to Sun shifts coloured by role · Weekly hours per person · Opening and closing cover with gaps flagged
Preview and use template →