New Employee Training Checklist

Welcoming a new employee is crucial in building a cohesive and productive team. We’ve developed a comprehensive new employee training checklist divided into key milestones to ensure a seamless onboarding process. This checklist covers the necessary items that should be covered during the first few days and weeks of a new employee’s training.

This checklist can also be used as a template and customized to fit your organization’s needs. With it, you can ensure that your new employees receive all the required information and resources to succeed in their role.

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Before The First Day

  • Share the training agenda with the employee.
  • Schedule sessions with relevant team members for department-specific training.
  • Send training manuals and the employee handbook, if applicable.

On The First Day

  • Welcome the new employee and introduce them to their team members.
  • Review company policies, procedures, mission, values, and culture.
  • Provide a tour of the office and familiarize them with their work area.
  • Set up their workspace, email, login credentials, and any necessary software or tools they will need for their role.
  • Discuss the employee’s job responsibilities and expectations.
  • Discuss performance expectations and review any KPIs or metrics that will be used to measure success. 
  • Share information about employee benefits and any necessary paperwork that needs to be completed, including tax forms and emergency contacts.

Second Day

  • Review specific training materials, manuals, or software related to the employee’s role.
  • Provide an overview of the company’s products and/or services.
  • Discuss customer service policies and procedures.
  • Review safety protocols and emergency procedures.
  • Provide access to necessary resources such as company handbook, intranet, etc.
  • Explain key policies, including attendance, code of conduct, and data security.

Third Day

  • Introduce the employee to their mentor or buddy, if applicable.
  • Provide detailed training on the employee’s specific job responsibilities.
  • Discuss any upcoming projects or assignments and provide necessary background information.
  • Provide any additional training or resources specific to the employee’s role.
  • Review the finer details of the employee benefits package, such as options for health insurance, life insurance policies, and stock options.

First Week

  • Discuss opportunities for growth and development within the organization.
  • Schedule regular check-ins with the employee to address any questions or concerns they may have.
  • Encourage the employee to ask questions and provide feedback on their training experience.
  • Clarify expectations and performance metrics.
  • Discuss expectations for their first performance review and how progress will be evaluated.

After First Week

  • Regularly check in with the employee to ensure they settle into their role smoothly.
  • Provide additional training or resources as needed.
  • Encourage the employee to ask questions and provide feedback on their overall experience thus far.

Our New Employee Training Checklist is a comprehensive guide for fostering a successful onboarding experience. Customizable to your organization’s needs, it ensures new hires receive essential information and resources. From pre-day preparations to ongoing support, this checklist empowers HR professionals to create a positive and effective onboarding experience, setting the stage for long-term success.

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