Add Your Company Logo (Optional)
Click to upload your logo
PNG, JPG or SVG — will appear on your printed checklist
PNG, JPG or SVG — will appear on your printed checklist
Logo uploaded!
Your logo will appear on the printed checklist.
Part 1 — Preparation
Conduct prior to the employee's start date
0/8
0%
▼
Prepare all required paperworkW-4, I-9, Confidential Employee History, Background Check Release, Receipt of Employee Manual, Possession of Keys Form, Equipment & Storage Policy Form, etc.
Print a copy of the Employee Policy ManualEnsure one copy is ready for each new employee
Set up employee in time clock systemPrepare instructions for their first day
Prepare name badge, uniform and suppliesEverything needed before day one
Prepare the employee's first week schedule
Prepare a Welcome KitGreeting card, mug, gift card, etc.
Assign a BuddyTo assist with getting acquainted, answering questions, and adjustment
Review employee's application materialsFamiliarize yourself with their work history and education
Part 2 — Welcome & Expectations
Conducted on employee's first day
0/14
0%
▼
Welcome the employee
Present the Welcome Kit
Explain the onboarding process and trainingGive an overview of activities for the first week
Fill out all required paperwork
Discuss company history, mission statement and values
Review pay scale and job descriptionJob duties and responsibilities
Explain performance expectations and cleaning standards
Explain how performance will be evaluatedReview the performance evaluation form
Explain how the employee's position relates to other roles
Explain the roles of Supervisor/Team Leader and Buddy
Introduce employee to Supervisor/Team Leader and BuddyIf not possible today, introduce on their first shift
Review schedule, hours and timekeeping procedures
Explain where to report to workParking, building access, supplies location
Review policies around reporting directly to first job site
Part 3 — Policies
Conducted on employee's first day
0/18
0%
▼
Dress code
Entering / exiting office and job sites
Absences and tardiness
Staff meetings
Personal conduct standards
Anti-harassment policy
Progressive discipline process
Termination policies
Payroll procedures / Pay day
Overtime policy
Employee breaks
Absenteeism policy
Time Off Requests
Holidays, PTO, Vacation and Sick Leave
Performance Reviews
Alcohol / Drug policy
Cell phone use policy
Accidents & emergencies / Home security (keys, codes) / Confidential information policy
Instruct employee to read Employee Handbook and return signed receipt
Part 4 — Safety Training
Conducted on first day on the job
0/3
0%
▼
Ensure training materials and PPE are readyPersonal Protective Equipment, equipment and supplies all prepared
Complete required safety training — administer examHave employee(s) take the exam upon completion
Grade exam, issue certificate, collect training completion signature
Part 5 — Position Training
Conducted on second day on the job
0/3
0%
▼
Ensure training materials, equipment and supplies are ready
Conduct Customer Service Training first
Conduct position training over required number of days per company policy
Part 6 — Onsite Training
Conducted on first day on the job site
0/6
0%
▼
Parking instructions
Entering the building / job site
Security procedures
Introduce to co-workers and Buddy
Pets on the premises (if applicable)
Tour the building or office
Part 7 — Pre-shift Follow Up
Conducted prior to employee's 2nd day on job site
0/3
0%
▼
Collect Employee Handbook signature pageFile with employee's personnel materials
Review the employee's schedule and hours
Meet with new employee and Buddy to discuss progress
Part 8 — Post-shift Follow Up
Conducted at end of shifts 2 through 5
0/12
0%
▼
Shift 2
Ask how the employee is adjusting to the new position
Review the employee's job performance
Offer direction and encouragement
Shift 3
Ask how the employee is adjusting to the new position
Review the employee's job performance
Offer direction and encouragement
Shift 4
Ask how the employee is adjusting to the new position
Review the employee's job performance
Offer direction and encouragement
Shift 5
Ask how the employee is adjusting to the new position
Review the employee's job performance
Offer direction and encouragement
Trainer Sign-off
