Onboarding Checklist - Employee Pre-boarding, Day One, and Week One

Sep 26, 2026

An employee onboarding checklist outlining what to do before, during, and after welcoming a new staff member. It covers pre-boarding tasks like contract confirmation, email and access setup for communication and collaboration tools, device and software preparation, portal access, and logistics such as parking permits and stationery. It then details day-one actions including welcome packs, online onboarding steps feeding payroll, office tours, company overview, role expectations and KPIs, onboarding roadmap, meeting inclusion, and initial check-ins. It concludes with week-one guidance on goals, probation reviews, training, safety orientation, and demonstrations.

LanguageEnglish

CategoryForms

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

Two Weeks Before Their First Day

Day One

Week One

The only employee onboarding checklist you will ever need [www. roubler.com](www. roubler.com) An engaging employee experience starts atthe beginning Onboarding, induction, orientation – whatever you choose to call it, there’s no escaping the fact that how you welcome new staff to your team plays a huge part in their engagement and performance over time. Many businesses lay a solid foundation for customer onboarding, introducing them to the product or service they’ve just signed up for and demonstrating how valuable this new relationship is going to be. So why don’t more businesses give new employees the same quality experience? You don’t get a second chance to make a good first impression. Most employees believe the onboarding process sets the tone for their ongoing experience and culture within a business – yet many employees are on the hunt for a new job within their first six months. Finding the right candidate is a long and costly process in itself. You don’t want to lose the talent you’ve just hired because of a poor onboarding experience. Remember, you’re not just hoping you’ve hired the right candidate – they’re also hoping they’ve joined the right team. This is your chance to show your new team member that the grass is already green. Onboarding an employee goes far beyond just day one. When executed well, a good onboarding process benefits your entire team in the long run. This interactive checklist will help you understand exactly what to do before, during, and after welcoming a new employee, as well as providing some handy templates and tips for going the extra mile. Two weeks before their first day Often overlooked, an employee’s pre-boarding should include general setup and admin tasks. Completing these before a team member starts means you will have more time to provide a warm welcome when they arrive. Ensure their contract is signed and both parties have a copy. Set up their work email address and add it to the relevant email groups within the business (e.g. singapore@companyname.com, customerservice@companyname.com) . Set up their access to the relevant communication channels used by the team (e.g. Slack, Microsoft Teams) . Set up their access to the management or collaboration systems used by the team or department they will be joining (e.g. Roubler, Trello, Asana) . Order or gather any essential stationery. Order the computer hardware, tools or devices they will need to do their job, and ensure the necessary software is installed. If you’re not sure, ask their manager or fellow team mates what they might need. Set up their employee portal or intranet access. Set up printer and scanner connections on their device. Prepare a digital list of the various logins they will need. Set up their desk phone and extension number. Set up their employee access card or PIN for entering the office. Prepare a parking permit or assemble the information they will need to obtain one. Order their business cards. Prepare a welcome pack for their first day (e.g. company branded swag, uniform, name tag, company brand guide, company handbook and policies, handy how to’s for office hardware and electronics) . Plan the agenda for their first week, including social activities with the team and some initial work and admin tasks. Schedule the day and time of their arrival in your calendar, and that of any relevant team members, so that everyone is available and prepared. Send them a welcome email to their personal email address to confirm their start day and time, office address, parking access, dress code, and agenda for their first day. Include a link to their online onboarding, so they can enter all their relevant details and documentation before their first shift. Click here to view a welcome email template. Day one Give them their welcome pack. Ensure they have completed their online onboarding process, including bank details, tax reference number, emergency contact

FAQs

What should be completed during the pre-boarding period before the first day?

Complete contract signing, set up work email and access to communication and collaboration channels, configure system and portal access, prepare devices and required software, and handle logistics such as stationery, parking information, and a welcome pack agenda.

What onboarding steps are required on day one?

Provide the welcome pack, ensure the online onboarding process is completed (including payroll-relevant details), supply required government documents, run an office/building tour, explain company history and values, clarify role responsibilities and KPIs, and schedule regular check-ins.

How should the first week onboarding be handled?

Discuss overall goals and expectations, review probation schedules and what the process involves, arrange product or service demonstrations, conduct safety and first-aid orientations, and run relevant software or system training with the appropriate departments.

Sep 26, 2026

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