Employee onboarding is extremely important. Hot take, I know. But seriously, with the Great Resignation and the trend of quiet quitting affecting organizations all over, now is not the time to skimp on good onboarding. Just in case you need some convincing, let’s look at the numbers. Data shows us that 20% of employee turnover happens in the first 45 days of the job. Employees are also 18 times more committed to an employer when they had a good onboarding experience. Not only that, good onboarding can improve employee retention by as much as 82%. However, only 12% of employees think their organization has good onboarding. That last number even shocked us and we’re complete nerds for onboarding. But don’t worry, we’re here to help you revamp your onboarding with our favorite tool ever: checklists. This article will go through everything you need to know about onboarding checklists.

1. 1/5
Onboarding Checklist: Employee Retention in 5 Easy
Steps
process.st/onboarding-checklist
Employee onboarding is extremely important. Hot take, I know. But seriously, with the
Great Resignation and the trend of quiet quitting affecting organizations all over, now is
not the time to skimp on good onboarding.
Just in case you need some convincing, let’s look at the numbers.
Data shows us that 20% of employee turnover happens in the first 45 days of the job.
Employees are also 18 times more committed to an employer when they had a good
onboarding experience. Not only that, good onboarding can improve employee retention
by as much as 82%.
However, only 12% of employees think their organization has good onboarding.
That last number even shocked us and we’re complete nerds for onboarding. But don’t
worry, we’re here to help you revamp your onboarding with our favorite tool ever:
checklists.
This article will go through everything you need to know about onboarding checklists,
covering:
Onboarding checklist steps
Benefits of using an onboarding checklist
Challenges of using an onboarding checklist
Best practices for using an onboarding checklist
Onboarding checklist software

2. 2/5
Onboarding checklist steps
First let’s go over the steps that go into building a great onboarding checklist. Checklists
keep track of everything you need to accomplish in your employee onboarding process
down to the last detail.
Step 1: Do the pre-onboarding work
Before your new hire’s first day, you need to make sure all the paperwork is in order. Your
checklist should include all of the forms you and your new employee need to fill out.
These documents include things such as:
Your new hire’s personal information (name, address, email, phone number, etc.)
W-4
I-9
NDA
Direct deposit forms
Insurance forms
Background check
And any extras we missed, of course. It’s important to get these things squared away as
early as possible. Good onboarding starts with good organization on the part of the HR
manager so make sure these are all laid out in your onboarding checklist.
Include setting up the employee’s workstation, creating their accounts, preparing the
benefits package, and anything else that helps your new hire’s first day go smoothly.
Step 2: Welcome the new employee
Making your new hire feel welcome is an essential part of the onboarding process, which
is why the steps to do so need to be included in the onboarding checklist.

3. 3/5
The new employee should be introduced to the team, given a tour of the office, and
maybe even taken out to lunch on the first day. If the new hire is remote, spending some
time with them on Zoom is a good way to make a personal connection and get to know
them a bit better.
Of course, making your new hire feel welcome doesn’t mean you can’t also be
productive. On your checklist, you can include:
Giving the new hire training material
Walking them through the company culture
Having a conversation with them about your expectations of them and vice versa
Remember: Even the smallest recurring task should be included in your
onboarding checklist.
Step 3: Give the employee a mentor
Every new hire should have a mentor. This can be anyone; it doesn’t even need to be
someone within the new hire’s department.
Ideally, a mentor should become your new hire’s first work friend. Mentors are also there
to offer moral support, advice, and tips on who to sit with in the cafeteria.
Mentors are even more important if your company is remote.
Make sure this step is in your checklist and introduce your new hire to their mentor on
their first or second day of the job.
Step 4: Assign the employee their first project
During the new hire’s first or second week, they should be assigned their first project.
What that project is depends on their position, skill level, what the company needs.
You don’t need to include details of the project in the onboarding checklist. A simple
approval when the project’s been completed will cover that.
And since the new hire’s manager will be the one walking them through the project, they
can be the one to give that approval if they are assigned to the task on the checklist.
At the close of the new hire’s first week, make sure to sit down with them and set
expectations for the rest of the month. This step is important because it helps the new
hire know what’s coming and what they need to be prepared for.
Step 5: Plan for the future
As your new employee settles in during their first month, you may feel that it’s time to end
the onboarding process and get those last tasks ticked off the checklist. But hold your
horses there, mate.

4. 4/5
Even as the onboarding process draws to a close, you’re not done with your checklist just
yet. You need to add a few more tasks to make sure you don’t forget to:
Plan check-in meetings. They can be weekly for the following month, bi-weekly for
the following two months, or whatever works best. Just make sure you’re not
throwing your new hire into the deep end. Give them plenty of opportunities to voice
their questions and concerns.
Explain long-term goals. This ties back to setting expectations. When employees
know what it is they’re working towards, it gives them something to strive for. Your
new hire should be on the same page as everyone else.
Provide educational materials. These can be hard copies of things like the
employee handbook, or even reading materials for personal growth.
Free onboarding checklist template
To help you put this all together, we’ve made an onboarding checklist template, which you
can access for free below. It includes everything we covered above, plus some extras.
This template lays everything out in the most effective way for a great onboarding
experience. It’s ready to use as-is or it can be completely customized to suit your specific
needs.
Click here to see the MSP client onboarding checklist.
Related posts

5. 5/5