6 Checklists to Perfect your New Employee Onboarding Process


โœ… Bonus material: Daily To Do List Checklist to crush duties & deadlines

Introduction to Employee Onboarding

In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into employee training software like Process Street.

Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Employee Onboarding Strategies

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.
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Don’t want to read? Just want the checklists? Here you go ๐Ÿ™‚

More about why checklists are awesome for onboarding!

If you want to retain the top talent, good employee onboarding is essential. First impressions are everything.

benefits of employee onboarding

Let me offer you some facts by Christine Marino in 7 Need-to-Know Facts About Employee Onboarding:

  • Onboarding programs can increase retention by 25% and improve employee performance by 11%.
  • Employees who participate in a structured onboarding program are 69% more likely to stay with an organization for 3 years.
  • It takes 8-12 months for new hires to be as proficient as their tenured colleagues.
  • 15% of employees said the lack of an effective onboarding program aided in their decision to quit.

when employees quit

But wait, let me back up a bit. What exactly is onboarding?

(If you want only the checklists, just scroll down a little further.)

What is a New Employee Onboarding Process?

According to iCIMS “onboarding is the initial process of assimilating new hires into an organization”. It covers every step such as (but not limited to):

  • Preparations before the starting day
  • Introduction to tools used
  • Orientation of the office
  • Meeting the team
  • Evaluating your employee’s onboarding experience afterwards

And here’s something you really want to know about: it increases productivity, makes the new hire happier and saves you money. Just look at this image Stephen Bruce has prepared in his blog post of onboarding success infographics, showing the money wasted on ineffective onboarding.

bad employee onboarding

The statistics seem pretty grim, but don’t worry – help is here! A study conducted by Madeline Laurano in 2013 found more about the best onboarding strategies (read it here). As it turns out, the most commonly used strategy in the new employee onboarding process is creating a checklist. Coincidentally, Process Street has the right templates for you to use!

Scroll down to find the employee onboarding checklists I have prepared for you and find the right one for your company’s needs now.

What is Process Street and How can I use it for Employee Onboarding?

Process Street is a simple way to manage onboarding processes for your business. We provide a free version of the platform you can use to onboard a few people a month and business tiers for companies with larger volume.

Process Street revolves around checklists but lets you power them with rich content such as images and videos and form fields to collect data. Your team can chat around checklists and access from anywhere, any time.

Below is a 5 min introductory demo video about Process Street.

Automating Onboarding Tasks with Process Street

Once your onboarding checklist is setup, you can integrate it with other apps to automate tasks. This allows you to do things like automatically generate contracts or send emails to the new employee. You can do this using our Zapier integration or API. Check out the quick video (2 min) below to see our forms automation feature in action.

Before we get into the checklists, I want to offer you a free guide โ€” 3 Onboarding Mistakes That Make Your Best Employees Quit.

We’ve all got those new hires we’re super hopeful for, so don’t make mistakes that make them want to quit before they even get started. Click the button below to get the guide.

Get Your Free Guide

Get Our 6 Employee Onboarding Checklists Below

General Employee Onboarding Checklist

new employee onboarding process - general employee onboarding process

With the variety of jobs and professions, it’s hard to cover every single onboarding checklist (but we’re working on it!) so for now, I present you the ultimate new employee onboarding checklist.

Whilst not job-specific (e.g. restaurants or retail) this checklist covers everything you can think of (but can’t always remember) to bring your employee up to speed with the company.

Use it, adjust it to your needs and start improving the way your employees perform their duties before they’ve even started!

Checklist CTA

Call Center Employee Onboarding Checklist

new employee onboarding process - call center employee onboarding

Imagine this – your new call center employee has arrived for their first day of work. She has 10 years of experience in the job so you just put her straight to the phone. What could go wrong?

The phone rings, she picks up and politely introduces herself. Everything seems to go perfectly well. “What’s that? I’m sorry… Could you hold for a second?” She frantically goes through a pile of papers left on the desk for her. It’s some manuals, a prank welcome card and notes from the previous employee who worked at the desk.

“I’m sorry, I am going to have to redirect you to someone else,” she says as she gives up against the pile of irrelevant papers. She hangs up, sits back and cries. No, not because she’s a woman (let’s not get into that!) – she cries because she has no idea what she’s meant to be doing here. Her work-buddy John is in the next stall. He’s been weeping and redirecting calls for two weeks now.

Think what it does to your customer satisfaction and your employee productivity and happiness!

Worry no longer as we have prepared a call center employee onboarding checklist for you to use, starting the day you hire a new employee. We have made sure you do not miss a thing and worked hard so your new onboarding process is successful, employees happy and clients taken care of. Sounds great, doesn’t it?

Checklist CTA

Retail Employee Onboarding Checklist


Retail employee onboarding is often done in groups, through training presentations or remotely, through videos. Employee orientation sessions, as they are often called, usually include information about the brand, the values of the company and how/why the company started up in the first place.

You own a great retail business and need people, just as great to work in it and help it succeed. Perhaps you once were a retail worker, perhaps not – either way – you once were an employee (unless you were born into a retail chain owner family in which case you need this checklist even more!).

If you look back to the days of working for someone else – can you remember your induction process? Can you trace back the steps of your onboarding? What would you have done differently? Did you wish you had more training and attention invested in you for you to feel valuable and prepared?

This is your chance to use the retail employee onboarding checklist of your employee’s dreams. This checklist will make sure your employees are informed, trained and left with a smile on their face (which is exactly what you want given that they will be in direct contact to your customers).

Checklist CTA

Restaurant Employee Onboarding Checklist


Hiring a new employee for your restaurant is very much like creating a new ad for it. When you create a billboard or a TV promotion you hire a whole team to think of the best ways to engage the clients and prove your restaurant is the place to be.

A new hire is there to prove that your adverts were true – they interact with customers, create the whole experience and are with your customers all the way through. Given how much time, money and energy you have spent in creating the perfect advert it is only logical you would invest the same attention into your employees – the live version of your restaurant’s promotion.

Here’s a checklist created for you to cover the basics on how to onboard your employees to ensure they are happy, prepared and ready to make your restaurant the one people want to come back to! Get the restaurant employee onboarding checklist now and use it every time when you employ a new restaurant worker.

Checklist CTA

Developer Onboarding Checklist for Startups

new employee onboarding process - developer onboarding checklist

Developers are sometimes thrown in at the deep end when joining a new company, expected to teach themselves any parts of the code base and architecture they don’t know. While this works for some people, it can be incredibly stressful and might make your new hire want to quit.

The costs of replacing a developer are tremendous if you think about the half-finished projects and time it would take for a new employee to fill the gaps, so we have created a developer onboarding checklist for you to use every time a developer joins your team.

Prepare them for what’s to come, make them feel welcome on their first day and keep up with their work in the following weeks by using this simple developer onboarding checklist.

Checklist CTA

Salesperson Onboarding Checklist for Startups

new employee onboarding process - salesperson onboarding checklist

It doesn’t matter whether your company specialized in B2B or B2C – you want your sales team up to the highest standard.

Unfortunately, this is not a perfect world and people don’t come to your company knowing everything. And I’m not talking about the job specifics entirely. Each company has their own tricks or if we get to a more basic level – different staff, office layout, dress code. All of these things, whilst familiar and even obvious for you, are going to be completely new to your employee.

At first, it must seem like a lot to cover, remember and deal with. There are plenty of steps, and who can remember them all? Now, that is exactly why Process Street has prepared this salesperson onboarding checklist for startups.

It will guide you every step of the way starting from the moment your new employee is hired. You will be taken through the first day, week and month. This template includes all the information you need, including double-checking your company handbook. We have thought about everything so all you need to do is get it here and start using it.

Checklist CTA

Use Process Street to Create a New Employee Onboarding Process

Process Street is the best workflow management software, and we are all about helping you and your company get the best results every step of the way (and simultaneously offering you the satisfactory feeling of ticking off boxes).

While we try to cover every onboarding checklist possible, there’s plenty of other branches waiting to be tackled. Process Street helps with documenting systems of all kinds, from employee and client onboarding to content marketing and more.


If you’re looking for checklists to guide you through the client onboarding process, we have those too here.

BONUS: 3 Onboarding Mistakes That Make Your Best Employees Quit

We’ve all got those new hires we’re super hopeful for, so don’t make mistakes that make them want to quit before they even get started. Click the button below to get the guide!

Get Your Free Guide

Let me know in the comments if there’s an onboarding checklist your business would like us to make. Alternatively, get right to it and create your own – it’s easier than you think!

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Vinay Patankar

Cofounder and CEO of Process Street. Find him on Twitter and LinkedIn.


Awesome Josh, glad you found the onboarding checklist you were looking for. We have a whole library of them inside the app if you need more. I’d love to hear about how it works for you too.

Once the checklist is filled out for one new employee, do you uncheck it all to use for the next new employee or can you save for that particular employee and then start a new onboarding checklist for the next employee?

Hey that’s good & organised Info, thanks. Perhaps people just look on-boarding as formality which shouldn’t be done. rather emotions needs to be added for better on boarding experience.

Very well written Article. Effective onboarding has a measurable effect on a Company’s growth and hence improving the Employee satisfaction. Today only I saw a clip explaining some practices that can be followed while Onboarding a New Employee and out of which the point on โ€œFirst Impressionโ€ I liked the most. Would like to share it with you all. Have a look on : https://www.youtube.com/watch?v=Z0e47Ywn6O8

Hi Vinay, very good article. Thanks for sharing your knowledge with us! I believe that an effective onboarding process results in employees reaching peak performance and benefit the company sooner!

Great checklist resources. I’m a big fan of checklist especially in software development and testing. It might seem low tech but I find that having one in place help avoid a lot of work that caused most software bug to escape into production. As part of a developer/tester checklist I also thing listing appropriate automation testing tools for each stage of the SDLC.

Great Article, Vinay. I think this is an impressive list to keep while one creates one’s onboarding process. To make this entire process a lot easier, you can use smart tools to automate most of the steps. I researched and found this article to be helpful to get all my tools for the perfect onboarding process. Hope it helps you too. Here is the link: https://rb.gy/x28mpr

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