After offer acceptance
Confirm employee details, role, manager, location, start date, worker type, required documents and HR system handoff.
Employee onboarding checklist
Build an onboarding checklist around readiness
Turn a generic list into role-specific preparation before day one, a useful first day and accountable early follow-up.
This page answers what to include. Use the workflow page when routing and exceptions are the main problem, or the tracker when portfolio visibility is missing.
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Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
- Steps grouped by owner and timing
- Completion evidence for the tasks that matter
- Role and location variations without duplicating whole lists
Populated working exampleNormal, pending, overdue, blocked, returned and verified states.Adapt after installationChange fields, rules, roles and dashboards without rebuilding the application.
Cover the full path without turning the list into policy prose
Each item needs an owner, relative due date, dependency and clear finish condition.
Before day one
Prepare equipment, access, workspace, communications, schedule, buddy, mandatory training and any approved accommodations.
Day one
Verify arrival or remote access, critical accounts, orientation, safety, team introductions and the first useful assignment.
First week
Check role clarity, tool access, workload, training progress, questions and unresolved blockers.
First 30–90 days
Review goals, feedback, development needs, required certifications and ownership transition out of onboarding.
Specify what proves each critical task is complete
A checked box is sufficient for low-risk work; important tasks need inspectable evidence.
Access
Account or entitlement verified by the responsible system or owner—not merely requested.
Equipment
Assigned item, custody acceptance, condition and delivery or handover evidence.
Training
Completion or demonstrated competency where the work requires it.
Manager preparation
Accepted first-week plan, named support person and clear initial outcomes.
Change the package, not the entire operating system
Use a stable core plus conditional work for real differences.
Role and department
Select applications, equipment, training and stakeholder introductions based on the actual role.
Location and work mode
Change site access, shipping, local orientation and remote setup while preserving shared controls.
Worker type
Keep employee, contractor, intern and transfer paths distinct where records or approvals differ.
Editable Excel workbook
Download the owner-by-owner onboarding checklist
Use the editable workbook for a focused rollout, then open the Jodoo app when conditional tasks, reminders, permissions and live readiness become important.
Download Excel checklistXLSX · owner, timing, dependency and evidence columns
Employee onboarding questions
What should an employee onboarding checklist include?
Include accepted-hire details, documents, manager preparation, equipment, access, workplace or remote setup, communication, training, day-one verification, first-week follow-up and an accountable readiness decision.
Should onboarding tasks be due on the start date?
No. Set relative dates based on when the result is needed. Equipment and critical access may be due before day one; some training and feedback belong after the start date.
Can I download this as Excel?
Yes. The downloadable checklist includes owner, timing, dependency, status and evidence fields with populated examples. Use it for a bounded rollout, then move to the Jodoo app when several owners, permissions, reminders or exceptions must stay connected.
Who should maintain the checklist?
HR should own the shared operating standard while managers, IT, facilities, training and other owners maintain the finish conditions they are accountable for.
Can checklist items appear only for relevant hires?
Yes. Role, department, location, work mode and worker type can select conditional tasks without duplicating the whole checklist.
Try it with your own process
Use the onboarding checklist appTurn the checklist into a role-specific pilot
Use one upcoming hire, assign every item to a real owner and test the blocked and returned paths before scaling the list.