Skip to content

Employee Onboarding Checklist Template

A free onboarding checklist for new employees that HR teams and staffing agencies send before day one. New hires confirm each step and upload documents.

Use template

Customize the pages and design to fit your needs.

Welcome to the team.

Tick off your paperwork, equipment and accounts before your first day. About 5 minutes.

About this template

New hires confirm their role and start date, tick off paperwork, equipment and accounts, upload documents, and sign that everything is complete. You see who is ready and who still has steps left.

Common uses

  • HR teams onboarding new hires
  • Staffing agencies preparing placements
  • Managers onboarding interns

Key features

  • Paperwork and equipment checklists
  • Document and badge photo uploads
  • Signature to confirm

What this template asks

  1. What's your full name?

    Short Text

  2. What's your email address?

    Email

  3. What's your phone number?

    Phone

  4. What's your job title?

    Short Text

  5. Who is your manager?

    Short Text

  6. When is your first day?

    Date

  7. Which steps have you finished?

    Multiple Choice · Signed my offer letter, Filled out my tax forms, Set up direct deposit, Read the employee handbook, Added an emergency contact, Shared proof of work authorization, Booked my first week training

  8. Which equipment and accounts do you have?

    Multiple Choice · Optional · Laptop, Phone, Badge or keys, Email account, Team chat, Uniform

  9. What's your T shirt size?

    Select · Optional · XS, S, M, L, XL, XXL

  10. Upload your documents

    File · Optional

  11. Upload a photo for your badge

    File · Optional

  12. What questions do you have before you start?

    Long Text · Optional

  13. Sign to confirm your checklist is accurate

    Signature

How to use this template

  1. Copy it

    Select Use template and a copy opens in your workspace as an unpublished draft.

  2. Make it yours

    Edit any question or answer, choose a theme, and add your logo.

  3. Share it

    Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.

Frequently asked questions

What should a new employee onboarding checklist include?

The signed offer, tax forms, direct deposit, the handbook, an emergency contact, proof of work authorization, first week training, and the equipment and accounts they need.

When should new hires fill it out?

Send it with the offer or a week before day one, so paperwork is done and you know what equipment to order.

Can I track who still has steps left?

Yes. Send responses to Google Sheets and sort by the steps each new hire hasn't checked yet.

More Applications & HR

View all