New Hire Checklist: Must-Haves for a Simple Transition

Published November 17, 2021
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The process of getting employees set up and ready to work will go much more smoothly if you use a new hire checklist along the way. Setting up this type of checklist requires thinking through the things that need to get taken care of when a new team member begins work. Once you've compiled your list, use a new hire checklist template like the one below to make it easy to keep track of what has been completed and what still needs to be done. It's amazing how much this type of form can simplify the process of bringing on new employees.

New Hire Checklist Template

Are you ready to take the stress out of new hire setup, and reduce the chances that an important step might get skipped? Use one of the templates below to create a master checklist that meets your company's needs. For your convenience, there is a Word version and an editable PDF, so you can use one of these templates no matter what software package you have. Just click the one that you want to use and it will open as a file that you can edit, save, and print.

New Hire Checklist in Word

If you use Microsoft Word, just click the image below to download a Word file that you can adjust to meet your needs.

New Hire Checklist in Word

New Hire PDF Checklist

If you don't use Word, or you simply prefer to use PDF versions of forms, use the version below. Just click the image to download and save the document to your computer. It's easy to customize this file to match your new hire process. Click anywhere in the document to edit the text. If you need assistance with the file, review this guide to PDF printables.

New Hire PDF Checklist

What to Include in Your New Hire Checklist

The templates are pre-filled with many of the common tasks associated with setting up new employees, though procedures definitely vary from one company to another. Even within the same firm, they may be different for on-site versus remote employees. These checklists typically include things like:

  • All of the paperwork or electronic forms related to the hiring process
  • Information and forms needed for payroll and income tax reporting
  • Employee benefits enrollment documentation
  • Verification that mandatory new-hire training has been completed
  • Items required to grant employees access to the information technology (IT) resources they need
  • Documentation of security-related information, such as keys, passcodes, and security badges

Streamlining New Hire Setup

Once you get the checklist adjusted to match your company's new hire setup process, you'll be able to incorporate it into the new hire onboarding process. Having a form like this will streamline and simplify the process of getting new employees in the system. It will help ensure that everything goes as smoothly as possible during their initial orientation and through the first days and weeks as new members of your company's team.

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New Hire Checklist: Must-Haves for a Simple Transition