Team Onboarding Checklist & First Week Plan

Official start date

Enter the employee's first day (e.g. 2026-09-01 or 'Sept 1').

New team member — full name

Who is this checklist for?

Role / title

Short role description or job title.

Pre-start — manager & HR actions

Items to complete before day one.

Prepare workspace / equipment

Provision accounts & access (email, tools)

Confirm paperwork, payroll, benefits

Send welcome message and first-day agenda

Assign buddy or mentor

Ship equipment (if remote)

Pre-start — new hire actions

Items the new member can complete before starting to speed their ramp.

Complete HR forms and ID verification

Read welcome kit and org overview

Confirm IT setup instructions received

Review first-week expectations

Day one — welcome & setup

Critical items for the first day.

Warm welcome and office tour / virtual introductions

Introduce to immediate team and stakeholders

Review role, priorities, and 30-day success criteria

Set up workstation and verify system access

Complete security & compliance briefings

Meet assigned buddy for guidance

Week-one goals and deliverables

Describe 3–5 clear goals or first small deliverables that help the new member learn and contribute (be specific and timeboxed).

Role-specific training checklist

Core trainings and shadowing to schedule during the first month.

Review key SOPs and workflows

Product / tools / systems training (CRM, ticketing, etc.)

Key processes and handoffs

Safety / compliance training (if applicable)

Product overview and roadmap

Shadow at least two colleagues in core activities

Priority knowledge articles to read (links or titles)

List 5–10 essential documents, knowledge base pages, or recordings that provide necessary context. Include links when possible.

30-day readiness — self-assessed

How confident is the new member in performing core responsibilities after 30 days? 1 = Not ready, 5 = Ready to perform independently.

1.0 10.0

60-day readiness — self-assessed

1.0 10.0

90-day readiness — self-assessed

1.0 10.0

Manager actions to support ramp

What the manager should commit to during the first 90 days.

Schedule weekly 1:1s for the first month

Assign a small first project with clear criteria

Provide frequent feedback and celebrate early wins

Plan formal 30/60/90 checkpoints

Buddy / mentor actions

Actions buddies commonly take to accelerate learning.

Be available for day-to-day questions

Schedule at least two shadow sessions

Check in at end of week one and summarize open questions

Suggested ceremonies to schedule

Join team standups

Intro & role showcase with the broader group

Attend or host a knowledge-sharing session within first month

Meet with key partner teams

Known blockers or risks

Document anything that could slow the ramp (hardware delays, missing accesses, unclear priorities).

Additional notes or follow-up actions

Any other context, stakeholders to involve, or next steps.

Request a manager check-in within 48 hours?

If yes, manager will be notified to schedule a quick touchpoint.

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Team Onboarding Checklist & First Week Plan

Team Onboarding Checklist & First Week Plan

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