Onboarding checklist template · made by readywhen · https://readywhen.ai/onboarding-checklist-template

ONBOARDING CHECKLIST · [New hire] · [Role] · Starts [date]
Owner: [who runs onboarding] · Buddy: [name]

PHASE 1 · PREBOARDING (offer signed → day 1)
[ ] Contract signed and filed; payroll and pension set up
[ ] Welcome email sent: start time, address/links, what to
    bring, who meets them
[ ] Equipment and logins ordered: [laptop, accounts, door code]
[ ] Team told who's joining and why you hired them
[ ] First-week calendar drafted: intros, training, first task

PHASE 2 · ORIENTATION (day 1 → week 1)
[ ] Day-1 welcome: workspace ready, buddy assigned, lunch planned
[ ] Tools tour: the accounts they'll live in, and the handbook
[ ] Intro meetings with each person they'll work with
[ ] First real task assigned (small, shippable in week 1)
[ ] End-of-week check-in: what's confusing, what's missing

PHASE 3 · TRAINING & FIRST 90 (week 2 → day 90)
[ ] 30-60-90 plan agreed (learn → contribute → own)
[ ] Weekly 1:1s in the calendar, recurring
[ ] Day-30 review: settling in, blockers, early feedback
[ ] Day-60 review: contributing solo, what to own next
[ ] Day-90 review: fully aboard; probation call made and
    communicated

Onboarding checklist template · made by readywhen · https://readywhen.ai/onboarding-checklist-template