What is the Checklist for Onboarding?

Laura Parker
Apr 2024

Welcoming a new member to the team is a strategic integration that can significantly influence the company’s trajectory. A well-orchestrated employee onboarding process is crucial in this context, serving not only to familiarize the new hire with their role but also to embed them into the organizational culture and workflow. See beSlick’s sample new employee onboarding checklist. Such a checklist ensures every crucial step is accounted for, from administrative formalities to cultural assimilation, setting both the employee and the company up for success. By adopting a comprehensive approach to onboarding, businesses can minimize errors, boost transparency, and enhance overall efficiency—key ingredients for scaling operations and delivering exceptional customer service. The right onboarding checklist transforms first-day jitters into a structured pathway toward productivity and engagement.

What is the Checklist for Onboarding?

What is the checklist for onboarding

At the heart of integrating a new employee into the vibrant ecosystem of an SME is a new hire onboarding checklist. This checklist is not just a procedural document; it’s a roadmap to embedding a new hire into the organizational culture, setting them up for immediate productivity and long-term success. A comprehensive checklist spans various dimensions—from logistical setups like access credentials and workspace preparations to cultural immersion and role-specific training.

Essential components of a robust onboarding checklist include:

  • Pre-arrival Logistics: Arrangements that ensure the new employee can hit the ground running, like email setup and access to necessary tools.
  • Day One Experience: A thoughtfully planned first day that introduces the new hire to the team, company values, and their new role.
  • Structured Training: Tailored sessions that equip the new employee with the necessary skills and knowledge for their position.
  • Ongoing Support: Regular follow-ups to provide guidance, answer queries, and refine the onboarding experience based on feedback.

Leveraging a new hire onboarding checklist template effectively reduces errors, enhances operational transparency, and smoothens the transition for newcomers. By adopting beSlick software, documenting and implementing these essential steps is streamlined, enabling businesses to focus on fostering a productive and welcoming environment for their new team members.

What is an onboarding checklist

An onboarding checklist is a strategic tool designed to facilitate the seamless integration of new hires into a business’s operational and cultural framework. It transcends the traditional checklist, morphing into a dynamic guide that ensures every facet of the onboarding process is executed with precision and care. For SMEs, where agility and adaptability are paramount, such a checklist is not merely administrative—it’s a catalyst for fostering immediate productivity and long-term engagement.

The checklist encompasses:

  • Orientation Sessions: To instill a deep understanding of the company’s mission, values, and operations.
  • Role-Specific Training: Tailored to equip new employees with the knowledge and skills necessary for their specific roles.
  • Compliance and Paperwork: Ensuring all legal and procedural requirements are met efficiently.
  • Integration Activities: Facilitated to promote bonding with team members and understanding of the company culture.

By employing an onboarding process checklist, companies can significantly enhance their operational efficiency, reduce costs, and improve service delivery to customers. The beSlick platform stands out in this regard, offering features like dynamic due dates, task assignments, and the ability to capture deviations from standard processes. This capability not only streamlines the onboarding experience but also aligns it with a company’s continuous improvement efforts, ensuring that the process is not just a formality but a substantial contributor to organizational growth.

What are the 6 Cs of employee onboarding

Understanding what should be included in onboarding for employees is crucial for creating a nurturing and productive workplace. The 6 Cs framework offers a comprehensive approach that not only facilitates a smooth transition for new hires but also aligns with the core values and operational goals of SMEs. This framework encompasses Compliance, Clarification, Culture, Connection, Check-back, and Continuation—each aspect playing a vital role in the onboarding journey.

  1. Compliance: Covers legal and policy-related information, ensuring new hires understand their obligations and rights.
  2. Clarification: Provides clear communication about job roles and expectations, setting the stage for success.
  3. Culture: Introduces the company’s ethos and values, helping new employees feel part of the team.
  4. Connection: Encourages forming meaningful relationships within the company, enhancing team cohesion.
  5. Check-back: Entails regular feedback sessions to address any concerns and adjust the onboarding process as needed.
  6. Continuation: Focuses on continuous learning and growth opportunities, underlining the company’s investment in employee development.

Incorporating these 6 Cs into what should be included in onboarding for employees ensures a well-rounded and effective integration process. Leveraging beSlick software enhances this experience by streamlining documentation, task management, and process adaptation, perfectly supporting the Check-back and Continuation stages. This not only elevates the onboarding process but also reinforces a company’s commitment to its employees’ success and satisfaction.

What does onboarding paperwork consist of

Onboarding paperwork is the foundation upon which the legal and procedural aspects of a new hire’s employment are built. This documentation not only complies with regulatory requirements but also serves as a record of the agreements between the employee and the company. Understanding what should be included in onboarding for employees from a paperwork perspective is crucial for a seamless onboarding process.

Key elements typically include:

  • Employment Contracts: Detailing the terms of employment, including job role, salary, and benefits.
  • Tax Forms: Necessary for the proper processing of payroll and tax obligations.
  • Non-Disclosure Agreements (NDAs): Protecting proprietary information and trade secrets.
  • Emergency Contact Information: Ensuring the company can respond effectively in case of an emergency.
  • Policy Acknowledgements: Confirming that the new hire understands company policies, such as IT security, privacy, and workplace behavior.

Integrating these elements into the employee onboarding documents checklist ensures that all legal and procedural bases are covered. With beSlick software, managing this paperwork becomes more efficient and less prone to error. The platform’s capability to store documents digitally and ensure tasks like form submissions and policy acknowledgements are completed on time is invaluable. This efficiency not only streamlines the onboarding experience but also aligns with the goal of reducing costs and improving service delivery to customers.

What is the Checklist for Onboarding?

The onboarding process is a critical juncture in the journey of a new employee, setting the tone for their integration, productivity, and long-term engagement with the company. A well-structured onboarding checklist is indispensable, ensuring that no step is overlooked—from the necessary paperwork to the crucial steps of instilling company culture and values. The importance of a new hire onboarding checklist template cannot be overstated, as it provides a comprehensive framework for welcoming new team members in a manner that is efficient, effective, and aligned with the company’s operational goals.

Adopting a platform like beSlick can transform the onboarding experience, making it simpler to document processes, manage tasks, and adapt to changes. This not only enhances the efficiency of the onboarding process but also significantly contributes to reducing mistakes, increasing visibility, and ultimately improving service delivery to customers.


As businesses continue to evolve, the onboarding process should too. By leveraging the right tools and practices, companies can ensure they are not just filling positions but are truly investing in the success and satisfaction of their employees.

Engage with beSlick to streamline your employee onboarding process and set your new hires—and your business—up for success.

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, Author of The Dirty Word and CEO at beSlick

Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.