Employee Onboarding Checklist. Free download.
A structured 30-60-90 day employee onboarding checklist template to organize pre-boarding, IT equipment setup, system access, compliance documentation, and manager reviews.
What the employee onboarding checklist looks like.
A simplified preview with example values. The real file has the full set of fields.
When to use this template.
New Employee Orientation
Guide new hires through day-one introductions, company culture, and core responsibilities.
IT & Hardware Provisioning
Track workstation delivery, email creation, security 2FA setup, and software licenses.
30-60-90 Day Milestones
Schedule structured check-ins and performance milestones during probationary periods.
What is included in this document.
Pre-Boarding & First Day Logistics
Paperwork signing, workspace readiness, welcome packet, and team announcement.
System Access & Security Credentials
Email, internal messaging, ERP permissions, password manager, and security training.
First Month Role Mastery
Key deliverable targets, mentor pairing, shadowing sessions, and workflow walkthroughs.
Manager Reviews & Probation Sign-off
30-day, 60-day, and 90-day progress scoring and mutual feedback notes.
Stop filling out blank spreadsheets.
This template gets you started today. Encarmo can connect it to your financial and operational data.
Using a static template
- Manually ping IT and HR about pending hardware and account setups
- Risk forgetting compliance filings or benefit sign-up deadlines
- Lose track of progress across multiple open spreadsheets
Automating in Encarmo
- Automated onboarding workflows trigger tasks for HR, IT, and managers
- Self-service employee portal collects tax details and direct deposits
- Real-time dashboard tracks milestone completion across all new hires
Template FAQs.
Everything you need to know about downloading and editing this template.
Can I customize this for remote or hybrid employees?
Yes, the template includes specific checkboxes for shipping remote laptops, scheduling virtual meetings, and digital paperwork sign-offs.
Is this checklist suitable for non-technical roles?
Yes, the categories are modular and can be adapted for sales, operations, marketing, or administrative hires.
Who should manage this checklist?
Typically HR initiates the pre-boarding phase, and the direct manager oversees the 30-60-90 day performance goals.
Can onboarding tasks be automated in Encarmo?
Encarmo includes native onboarding workflows that assign tasks, send automated reminders, and log completion dates.
Upgrade from templates to automated workflows.
Encarmo brings invoicing, accounting, payroll and operations into one connected platform, with free accounting and invoicing and unlimited users.