# Employee onboarding checklist

Plan the records, equipment, access and first-week handover for a new joiner.

Company: [add company]
Entity / team: [add scope]
Owner: [add owner]
Review date: [add date]

## Checklist

- [ ] Confirm employing entity, role, manager and joining date.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Identify required employee documents and responsible reviewers.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Confirm the contract, payroll details and approval owners.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Plan equipment, systems access and workplace arrangements.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Share the induction plan and assign first-week check-ins.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Record completion, outstanding items and the next review date.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

## Decisions and outstanding questions

[Add decisions, exceptions and the next review checkpoint.]

Planning template from Kled. Adapt to your organisation. Confirm applicable legal and policy requirements with the appropriate adviser before use.