Free HR Tool

New Hire Onboarding Checklist

Provided by Catapult HR — A step-by-step framework for compliant, effective employee onboarding.

Pre-Boarding (Before Day 1)

✓
Send offer letter and collect signed acknowledgment
✓
Initiate background check and verify references
✓
Prepare workstation, equipment, and access credentials
✓
Send welcome email with first-day logistics and parking info
✓
Assign onboarding buddy or mentor
✓
Add new hire to payroll and benefits enrollment systems
✓
Prepare I-9, W-4, and state tax withholding forms

First Day Essentials

✓
Conduct facility tour and introduce team members
✓
Review employee handbook and collect signed acknowledgment
✓
Complete I-9 Section 2 (must be done within 3 business days)
✓
Enroll in benefits and explain eligibility timelines
✓
Set up direct deposit and verify payroll information
✓
Provide overview of company mission, values, and culture
✓
Review safety procedures and emergency exits

Week 1 Milestones

✓
Complete all required compliance training (harassment, safety, data privacy)
✓
Schedule recurring 1-on-1 with direct manager
✓
Review role expectations, KPIs, and performance metrics
✓
Introduce key cross-functional contacts and stakeholders
✓
Verify all systems access is working (email, HRIS, project tools)
✓
Confirm benefits elections before enrollment deadline

30 / 60 / 90 Day Goals

✓
30 Days: Employee demonstrates understanding of role, completes all required training, and builds key relationships
✓
60 Days: Employee contributes independently on core tasks, receives first informal performance check-in
✓
90 Days: Formal review of onboarding goals, performance discussion, and development plan for next quarter

Systems & Access Provisioning

✓
Email and calendar access provisioned and verified
✓
HRIS profile created with correct job title, department, and manager
✓
Time tracking system access and training completed
✓
Company intranet and document repository access granted
✓
Security badge or building access issued
✓
VPN and remote access configured (if applicable)

Need expert help implementing these practices? Catapult’s HR team is here for you.

Get a Consultation Back to HR Tools