Employee Onboarding Checklist Generator

How to use

1. 1️⃣
   Choose your options above
2. 2️⃣
   Click Generate
3. 3️⃣
   Copy your result

Detailed instructions

1. Select the new hire's department from the dropdown to scope the checklist to relevant tools and workflows.
2. Choose the target timeframe — First Day, First Week, or First 30 Days — to focus on the right phase of onboarding.
3. Click Generate to produce a structured, ordered task list tailored to your selections.
4. Review the output and remove any tasks that don't apply to your specific role or company setup.
5. Copy the checklist into your HR system, a shared doc, or a project management tool and assign each task to an owner.

Use Cases

• •Building a Day 1 checklist for an Engineering hire covering repo access, dev environment setup, and team introductions
• •Generating a First 90 Days sales onboarding plan with CRM milestones, quota briefings, and shadowing sessions
• •Standardizing onboarding across five departments at a scaling startup so no team reinvents the process
• •Preparing a manager's pre-start action list before a new Customer Support direct report joins the ticket queue
• •Auditing an existing Notion onboarding doc by comparing it against a freshly generated First Month checklist

Tips

• →Run the generator twice — once for First Week and once for First 30 Days — then merge both into a single master onboarding doc with clear phase labels.
• →Assign every checklist item to a specific person (HR, manager, or IT) before sharing; unowned tasks almost always get skipped.
• →For technical roles like engineering or data, add tool-specific credentials and environment setup tasks that generic checklists won't include.
• →Treat the generated checklist as a floor, not a ceiling — add company-specific rituals like team lunches or internal Slack channel introductions.
• →Review and update your saved checklist each quarter; tools, systems, and team structures change faster than most HR docs get revised.
• →If onboarding a remote hire, flag every in-person task in the list and replace it with a virtual equivalent before sharing it with the new employee.

FAQ