[Free template] New Hire Onboarding Checklist — First 90 Days
Give every new hire a great start. A structured task list for HR, managers, and IT — from pre-boarding to the 90-day review.
Onboarding Checklist
If onboarding is different every time and mostly improvised, new hires notice — and so does your retention rate.
The problem
No standard process — each manager onboards differently, and critical steps get skipped.
IT access, equipment, and accounts aren't ready on day one, making a bad first impression.
New hires feel lost after week one because nobody owns the 30/60/90-day experience.
What you'll get
A structured checklist covering every phase from pre-boarding to the 90-day review.
Clear task ownership — HR, manager, and IT each know exactly what to do and when.
A repeatable process that makes every new hire feel welcome, prepared, and productive.
What's inside
- Pre-boarding tasks: contract, equipment order, system access, welcome email.
- Day 1 checklist: office tour, team introductions, tools setup, first-day agenda.
- Week 1 tasks: role expectations, key meetings, buddy assignment, initial training.
- Month 1 check-in: progress review, feedback session, goal setting.
- 90-day review: performance conversation, probation sign-off, development plan.
Get your free template
Instant download. No spam. You'll also get 1–2 practical emails on how other SMEs solve this.
How smarter HR teams use this
Download and assign owners
Review the tasks, assign HR, manager, and IT responsibilities, and customise for your company. Takes about 20 minutes.
Use it for your next 3–5 hires
See which steps get missed, where handoffs break down, and what new hires actually need.
Automate with Factorial
When you're ready, move to Factorial's onboarding workflows with automated task assignments, reminders, and progress tracking.
When checklists can't scale, workflows take over
- Automated onboarding task flows — HR, managers, and IT get assigned tasks automatically.
- Progress tracking so you can see exactly where each new hire is in their onboarding.
- Document collection and e-signatures built into the onboarding flow.