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Employee onboarding checklist - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Now that you know how to <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fitglue%2Fhc%2Fen-us%2Farticles%2F360004938258" rel="noopener nofollow">create a basic checklist</a>, here is an example of a common industry checklist that you can create for an organization.</p> <h3 data-id="building-an-employee-onboarding-checklist">Building an Employee Onboarding Checklist</h3> <ol><li>Log in to your IT Glue account.</li> <li>Navigate to the organization you want to build a checklist for. <em>If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.</em> <p><br><em><img src="https://us.v-cdn.net/6032361/uploads/migrated/EAIS0W034E1I/organizations-it-glue.png" alt="Organizations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></em></p> </li> <li>In the left-hand menu, select <strong>Checklists</strong> and then click on <strong>+ New > Checklist</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/71H9A7UOIK3H/checklists-it-glue.png" alt="Checklists___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Use the below title, description, and tasks as a guideline for this Employee Onboarding Checklist. Feel free to adjust any of the information to better fit your business needs. <ul><li> <strong>Title -</strong> Employee Onboarding Checklist - [Employee name] - [Employee ID]</li> <li> <strong>Description -</strong> All [company name] managers are required to review and complete this checklist with each new hire during the onboarding process.</li> <li> <strong>Tasks -</strong> See below table<br><br><table style="width: 642px;"><tbody><tr style="background-color: DCDCDC;"><td><strong>Suggested Task Name</strong></td> <td><strong>Suggested Task Description</strong></td> </tr><tr><td>Give employee tour of office / introductions</td> <td> <ul><li>Ensure employee knows location of washrooms, kitchen, printers, first aid kit, fire extinguisher, emergency exits, and muster points</li> <li>Introduce employee to key senior management, floor safety wardens, and teammates</li> </ul></td> </tr><tr><td>Show employee their workstation</td> <td> <ul><li>Ensure employee has correct workstation login credentials</li> <li>Ensure employee has all necessary tools and technology to commence work</li> </ul></td> </tr><tr><td>Complete company orientation</td> <td> <ul><li>Company history and overview</li> <li>Employee to read and sign Employee Handbook</li> <li>Introduce employee to company intranet, email, and other software platforms</li> <li>Review dress code, policies, and role expectations</li> </ul></td> </tr></tbody></table></li> </ul></li> </ol><p><em>Example of a fully built Employee Onboarding Checklist:</em></p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/ATSYA8QNAV5K/checklists-it-glue-and-employee-onboarding-checklist.png" alt="Checklists___IT_Glue_and_Employee_onboarding_checklist.png" class="embedImage-img importedEmbed-img"></img></p> <p>Related Items</p> <p>Feel free to check out our other examples of common industry checklists:</p> <ul><li><a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fitglue%2Fhc%2Fen-us%2Farticles%2F360004934937-Workstation-deployment-checklist-" rel="noopener nofollow">Workstation Deployment Checklist</a></li> <li><a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fitglue%2Fhc%2Fen-us%2Farticles%2F360004935437-Training-session-checklist" rel="noopener nofollow">Training Session Checklist</a></li> </ul> </article> </main>