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New Hire Checklist

This checklist guides leaders through the key steps required to onboard new employees effectively, setting clear expectations and supporting early performance and retention.

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What is it?

The New Hire Checklist is a structured onboarding tool designed to help organizations prepare for and support new employees before and after their start date. It ensures critical administrative, operational, and people-related steps are addressed during the early stages of employment.

This tool will help you

Preparing for a smooth and compliant onboarding process

Ensure required documentation, systems access, workspace setup, and employment requirements are completed before a new hire’s first day.

Setting clear expectations and early performance goals

Support early alignment by clarifying job responsibilities, performance expectations, training plans, and short-term objectives.

Improving new hire experience and retention

Create a more positive onboarding experience by providing structure, support, communication, and feedback during the critical first weeks and months.

Who is it for?

Business owners and people leaders

Responsible for hiring, onboarding, and ensuring new employees are set up for success from the start.

HR & People Leaders

Responsible for creating structured onboarding experiences that improve engagement, compliance, and early performance outcomes.

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