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Onboarding Checklist
operationsNEWITY
Create an onboarding checklist for the following:
- **Who is being onboarded:** [new employee / new client / new vendor / new team member]
- **Business type:** [your industry]
- **Role or relationship:** [job title / type of client / type of engagement]
- **Start date or kickoff:** [date or timeframe]
- **Tools, systems, or accounts they'll need access to:** [software, platforms, equipment]
- **Any specific training or orientation steps:** [list what they need to learn or complete]
**Output:**
Organize the checklist into phases:
**Before Day 1** (things to set up in advance)
- [ ] [task]
**Day 1**
- [ ] [task]
**Week 1**
- [ ] [task]
**First 30 Days**
- [ ] [task]
For each item, include the responsible party (HR / manager / IT / the new person) and a brief note if the task has prerequisites. Keep each item to one actionable sentence. Flag any items that have significant lead time and need to start early.
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