The New Employee Checklist!

Apr 18, 2019 | 0 comments

Are you prepared for your new employee(s)?

Once you’ve found the perfect candidate for the position, there are some practical things to attend to in the first days and weeks of work.

Checklists are a great way to ensure there are no gaps in the onboarding and training process.

Here are some essential new employee needs to check off before the real work can begin:

Employee Contracts

Provide contracts along with offer letters.

  • This includes:
  • Job title
  • Salary
  • Schedule
  • Details of Benefits package
  • Duties, expectations & responsibilities
  • Duration of position & termination conditions

The employment contract is the most important hiring document. So make sure it is negotiated and signed before the first day of work.

Other Employment Forms

There is often a lot of legal and general information paperwork that must be filled out. (i.e. NDAs, agreements, and policy documents)

These will differ depending on your company’s needs and the requirements of the position.

Check out this helpful list by Project Manager’s for company legal requirements and cover all your bases!

Welcome Kit

A welcome kit is a great and accessible way to present your employees with the tools they need to get started.

“Prepare your new hire’s workstation before they arrive. Consider decorating their desk with:

  • Your employee handbook
  • An onboarding kit or a welcome gift
  • A welcome letter from their manager or the CEO
  • An agenda for their first day
  • A nameplate or employee ID
  • A parking pass
  • A set of business cards
  • Necessary office equipment, including a computer and a phone” – Workable

Training Preparation

Once all the forms are filled out, it’s time to prepare for training.

Employee training can be adjusted depending on the skills gaps in your new hire.

Familiarize New Employees With Products & Services

Separate from any technical training, allow new staff to get familiar with your brand and connect with it on a personal level.

Before employees can begin to sell your products or support your vision, they have to know what they’re talking about.

So give new employees the opportunity to fall in love with your company.

Make An Onboarding Schedule

Schedules do not have to be set in stone, but having a task guide will be an essential part of making the first few days of work run smoothly.

Track, Adjust & Check In!

During the onboarding process, needs will arise. Monitor and check in regularly with HR if you’re not directly responsible for all the items on the checklist.

Everything from signing the employment contract, to the first official full day of work, is a process. Adjust training and job processes based on what checklist items need more attention.

Many of the items on this list can be checked off the very first day or week of work. Other items can be attended to later on, as needed, or during probation.

Having a checklist is always a good call. Referring to it regularly will set you and your new employee up for success.

If you have questions or would like more information, I’d be happy to help. Please send us an email, and my team will get in touch with you!


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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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