Sample Small-Business Onboarding Checklist

Local-only sample output

New hire onboarding checklist

Jordan Lee - Operations coordinator

June 15, 2026 | Full-time | manager: Avery Patel

2/18

LocationFront office and warehouse desk

EquipmentLaptop, phone extension, shared inbox access request, desk key

SystemsEmail, scheduling calendar, POS viewer, inventory sheet, team chat

Learn order intake steps, shadow the daily warehouse handoff, confirm vendor contact sheet, and draft the first weekly operations update.

[x]Confirm accepted offer, start date, manager, role title, pay schedule, and work location in the official HR/payroll system outside this page.
[x]Prepare workspace, desk supplies, badge/key request, parking or building instructions, and first-day arrival contact.
[ ]Stage equipment or workspace items: laptop, phone extension, shared inbox access request, desk key.
[ ]Request only the systems this role needs: email, scheduling calendar, POS viewer, inventory sheet, team chat.

[ ]Meet the manager, review the day-one agenda, explain where questions go, and confirm the first check-in time.
[ ]Walk through workspace, restrooms, exits, break area, safety equipment, emergency contacts, and timekeeping routine.
[ ]Point the hire to official I-9, W-4, benefits, handbook, policy, and payroll workflows without collecting those records in this checklist.
[ ]Introduce immediate teammates, backup contacts, and the person who can answer operational questions when the manager is unavailable.

[ ]Shadow the daily workflow and document the first two handoffs the hire should learn.
[ ]Confirm access works for email, scheduling calendar, POS viewer, inventory sheet, team chat; remove any access not needed.
[ ]Start the first priorities and draft the first weekly operations update.
[ ]Hold a first-week manager check-in covering what is clear, what is blocked, and what should be practiced again.
[ ]Review safety walkthrough, emergency contacts, incident reporting route, and any role-specific equipment boundaries.

[ ]At day 30, review role expectations, first deliverables, attendance/timekeeping fit, and training gaps.
[ ]At day 60, confirm ownership of recurring work, cross-training needs, and manager feedback themes.
[ ]At day 90, review performance expectations, next responsibilities, and any policy or training follow-up.
[ ]Store final onboarding notes only in the company's approved employee record or manager file, not in this browser checklist.