Team / Free editable template

Employee onboarding checklist template

Prepare a new colleague for day one and support their first month. This checklist separates preparation, first-week activities and follow-up so managers can coordinate practical setup and introductions.

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No account needed · Opens as your own editable page

Preview the employee onboarding checklist

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Employee onboarding checklist example showing before-start preparation, day-one and first-week activities, first-month review
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Prepare the role-specific tasks

    Replace the example equipment and access tasks with what the colleague needs. Give each preparation item an owner and completion date.

  2. Plan introductions and support

    Add the team introductions, role guidance and initial training. Identify a person the new colleague can contact when a task or system is unclear.

  3. Schedule a progress conversation

    Use the first-month section to review access, expectations and support needs. Update the checklist when the role or team setup changes.

Questions about this template

Can I adapt this for remote onboarding?

Yes. Add equipment delivery, remote access setup and online introductions, then remove location-specific tasks that do not apply.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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