The Complete New Employee Checklist. (Print This)

Sep 8, 2022 | 0 comments

In the leadership development programs, I conduct for organizations as a part of their COO training…

I emphasize one thing a lot.

This is one of the first lessons I learned while I was the COO of a multi-7-figure organization, 1-800-GOT-JUNK?.

As a COO, your job is to make other team members’ lives easier.

This doesn’t mean you should give them less work.

You should give them clear & structured work.

In today’s post, we will take a look at a checklist that will help you give clear work to your HR.

Let’s talk about the most dreaded, paperwork-filled, chaotic HR function: Onboarding.

You need to have a porcelain smooth onboarding process for your new hires.

It gives a better first impression –

that will snowball throughout their professional career with your company.

Instead of giving them a binder full of paper & some coffee in their new mug…

…give them a structured checklist in hand.

Make them cross off a step every time they have completed one.

This gives them an end in sight & makes your company more organized.

I learned this technique from an acquaintance in the Young Presidents Organization.

I now suggest this to all my COO Alliance members.

But what if you don’t have a checklist?

Here are a few activities during a new hire onboard that you can get some ideas from:

Collect Employee Details:

  • Full Name
  • Email Address
  • Mobile Number
  • Address
  • Tax Details


Employee Contracts:

  • Job Title
  • Salary
  • Schedule
  • Details of Benefits Package
  • Duties, Expectations & Responsibilities
  • Duration of Position/Probation
  • Termination Conditions


Legal Forms:

  • W-4 Form
  • I-9 Employee Eligibility Verification Form
  • State Tax Withholding Form
  • Direct Deposit Form
  • E-Verify System
  • Anti-Harassment Documentation


Welcome Kit:

  • Employee Handbook
  • Welcome Gift
  • Welcome Letter From The CEO
  • Agenda For The First Day (Besides the Paperwork)
  • Employee ID
  • Parking Pass
  • Business Cards
  • Office Equipment like computers, phones, etc.


Getting Them To Gel With The Company:

  • Orientation on the Products & Services Your Company Sells
  • Organize a Lunch With Key Team Members
  • Take Them on an Office Tour
  • Invite them to the upcoming events

There you have it – a somewhat accurate checklist for onboarding a new employee.

Let me know in the comments if I missed anything.





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Written By Cameron Herold

Written By Cameron Herold

Cameron Herold is known around the world as THE CEO WHISPERER. He is the mastermind behind hundreds of company's exponential growth. Cameron's built a dynamic consultancy: his current clients include a "Big 4" wireless carrier and a monarchy. What do his clients say they like most about him? He isn't a theory guy they like that Cameron speaks only from experience. He earned his reputation as the CEO Whisperer by guiding his clients to double their profit and double their revenue in just three years or less. Cameron is a top-rated international speaker and has been paid to speak in 26 countries. He is also the top-rated lecturer at EO/MIT's Entrepreneurial Masters Program and a powerful and effective speaker at Chief Executive Officer and Chief Operating Officer leadership events around the world.

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