FREE 7+ Employee Onboarding Checklist Forms in PDF | MS Word | Excel

An employee onboarding checklist form is a type of document that companies or employers use for their newly hired employees. The purpose of this form is to enlist the process, requirements, and necessary actions that both the company and the new employee will have to fulfill in the new employee’s first day. The checklist may include the arrangement of the employee’s workplace as well as the training sessions that the employee must take.

Types of Employee Onboarding Checklist Forms

Below are some of the types of employee onboarding checklist forms that companies can consider using for their new employees:

Employee Best Practices Onboarding Checklist Form – This is a six-paged form which enlists all the essential things to do for the arrival of the new employee. In the first page, the general information of the employee will be stated in an allotted table which is then followed a checklist indicating what must be done by the company before the employee’s start date and orientation. And in the succeeding pages, the checklist to be completed for the employee’s first week, month, and year will be stated along with the communication plan and an email reference guide.

Employee Best Practices Onboarding Checklist Form

New Employee Onboarding Checklist Form – Compared to the aforementioned form type, this document only has two pages to be completed by the assigned personnel of the company. The checklist includes the types of legal forms which must be submitted by the employee to the company’s payroll department and human resource department. In addition, the form will also enlist the items which must be provided to the employee such as company business cards, a nameplate and badge, employee handbook, and the laptops and uniforms.

New Employee Onboarding Checklist Form

Student Employee Onboarding Checklist Form – This is the type of form that educational institutions use as they hire students as employees for specific tasks and assignments. The form will enlist the required onboarding documents that the student employee must fill out and submit to the institution as well as the onboarding actions which must be completed by the student. Moreover, a student acknowledgment statement will also be required to be read, understood, and signed by the student to document that he had completed the referenced documents and necessary requirements of the institution in lieu of his employment.

Student Employee Onboarding Checklist Form

Supervisor New Employee Onboarding Checklist Form – This form is specifically intended to be filled out by the supervisor or manager of the new employee. The name of the new employee will be the first data to indicate in the form which is then followed by six tables comprised of two columns which enlist the general categories along with the specific steps to be fulfilled by the supervisor. The supervisor can also state comments and notes in the form since there are blocks allotted for additional information which should be informed to the management or the company.

Supervisor New Employee Onboarding Checklist Form

University Employee Onboarding Checklist Form – This is another form that educational institutions can use, however, not only for student employees but for all types of newly hired employees in every position in the institution. The form enlists the eight different procedures and steps to be completed by the employee along with the training sessions and the resources to help the employee in his new job.

University Employee Onboarding Checklist Form

How to Use Our Employee Onboarding Checklist Forms

To effectively use our employee onboarding checklist forms, the steps below must be followed:

Step 1: Choose and download the chosen form.

There are a lot of varieties of employee onboarding checklist forms which can be chosen from our site. Beside the image of each form variety or type is the indication for the form’s format and size. To start downloading the form, the download button placed below the format and size description of the form. Once downloaded, the form should be extracted from its compressed file in order to begin using the form.

Step 2: Access the form using its specific editor or software application program.

The type of program or editor to prepare onhand will depend on the type of format that the company will use. If the company will use a form in DOC format, then a word-processing software application program must be used while spreadsheet programs should be prepared for XLS formatted forms.

Step 3: Edit the form and save it in its default format.

The parts or sections of the form which should be edited would be the banner or header where the name of the company will be indicated as well as the areas where procedures of the company will be stated. In addition, the form should be saved with appropriate file name so to easily locate it when needed.

Employee Onboarding Checklist Form Formats

There are three formats that companies or organizations can choose to use from our different types of employee onboarding checklist forms. The most prevalent is the PDF format which is accessible, flexible, and reliable regardless of the available software application programs in a device. Specifically, due to its flexibility, a checklist form in PDF format will allow the company to post and send the form online or via email, and without fearing that the form’s contents and layout will be altered during the process since PDF formatted documents show and retain the exact or the original content and layout as well as the design elements incorporated into the form.

Employee Onboarding Checklist Form in PDF

The second format is the DOC format which is accessible only with word-processing software application programs. With a DOC formatted checklist form, a company will be able to alter and change the contents of the form at any time. In addition, the DOC format is also the most common format used by companies when preferring to use printed documents instead of electronic or automated forms.

Employee Onboarding Checklist Form in DOC

And lastly, an XLS format is suitable to be used by companies who prefer to use rows, columns, and specific mathematical functions in their checklist forms. XLS formatted forms can also only be accessed using spreadsheet software application programs.

Employee Onboarding Checklist Form in XLS

Regardless of the format and form type, companies should ensure that they present and provide all instructions and guidelines in the checklist form to both assist their new employees and the personnel who will be managing the employee.