Made by readywhen · duplicate this page per hire.

ONBOARDING CHECKLIST · [New hire] · [Role] · Starts [date]

Owner: [who runs onboarding] · Buddy: [name]

Phase 1 · Preboarding (offer signed → day 1)

• [ ] Contract signed and filed; payroll and pension set up
• [ ] Welcome email sent: start time, address/links, what to bring, who meets them
• [ ] Equipment and logins ordered: [laptop, accounts, door code]
• [ ] Team told who’s joining and why you hired them
• [ ] First-week calendar drafted: intros, training, first task

Phase 2 · Orientation (day 1 → week 1)

• [ ] Day-1 welcome: workspace ready, buddy assigned, lunch planned
• [ ] Tools tour: the accounts they’ll live in, and the handbook
• [ ] Intro meetings with each person they’ll work with
• [ ] First real task assigned (small, shippable in week 1)
• [ ] End-of-week check-in: what’s confusing, what’s missing

Phase 3 · Training & first 90 (week 2 → day 90)

• [ ] 30-60-90 plan agreed (learn → contribute → own)
• [ ] Weekly 1:1s in the calendar, recurring
• [ ] Day-30 review: settling in, blockers, early feedback
• [ ] Day-60 review: contributing solo, what to own next