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🧑‍💼 HR & People Ops

Free HR Onboarding Checklist Template

Track every first-week onboarding task — accounts, paperwork, introductions and training — with owners and due days, so no new hire lands into missing things.

tasks × owners
due day per item
completion view
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Quick answer

First-week failures are usually an account not opened or a laptop missing — group onboarding tasks by day, one owner each, with a completion view before day one and no 'I thought you did it'.

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About this template

A new hire's first week fails in the gaps — an account nobody opened, an intro meeting nobody scheduled. This checklist gives every task an owner and a due day before the start date, so HR watches one completion view instead of ten memory threads, and gaps get chased before they become day-one surprises.

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Template at a Glance

TemplateHR Onboarding Checklist
CategoryHR & People Ops
FormatTask checklist with owner and status fields
Time to completeAbout 10 minutes per response
What you getStructured, timestamped records you can review, export or keep for audit
Best forHR and onboarding leads · IT and office admin · Hiring managers
CostFree to copy and customize on FormLM
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Live Preview

Fillable sample form (live once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Pre-arrival task block

Contracts, accounts and equipment set up in time.

2

Day 1 to day 5 blocks

Welcome, intros, walkthroughs and check-ins scheduled.

3

Owner and due-day fields

One name, one deadline, per task.

4

Completion status

See every open item before the start date.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and group the tasks you run before and during week one.

2

Set due days

Before start, day 1, or somewhere in week one.

3

Assign owners

HR, IT, the manager, a buddy — one name per task.

4

Track to done

Review the completion view before the start date.

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Who Is This For

Pick your role — see how it fits your workflow.

1

HR and onboarding leads

One view of who owes what, before it burns.

2

IT and office admin

Know their tasks without being CC-ed ten times.

3

Hiring managers

Introductions and first meetings actually happen.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you add your own fields and workflow.

  1. Before start: contract signed, accounts created (owner + due day)
  2. Day 1: welcome pack and workstation ready (owner)
  3. Day 1: team introductions and buddy assigned (owner)
  4. Day 2: policy and tooling walkthrough scheduled (owner)
  5. Day 3: payroll and benefits meeting done (owner)
  6. Day 5: week-one check-in booked with manager (owner)
  7. Anything still missing as of today? (open)
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Frequently Asked Questions

Who updates the checklist — HR or each task owner?
Owners tick their own tasks; HR only watches the gaps. That keeps one person accountable per item instead of everything defaulting to the onboarding lead.
How is this different from a 30-60-90 plan?
The checklist handles first-week logistics — accounts, paperwork, meetings; the 30-60-90 plan sets the new hire's goals for the first quarter. Different problems, used together.
And versus the New-Hire Equipment & Account Checklist?
The kit checklist covers equipment and account issuance with sign-off only. This one spans all task types, owners and days — equipment is just one section.
Can we duplicate it for each new hire?
Yes — copy per joiner, adjust roles, and the same structure runs for every start date.
What happens to tasks still open on day one?
They surface in the completion view before the start date, so HR can chase or work around them instead of discovering them on the morning.
Is it free to use?
Yes. Copy it into your FormLM workspace and align the tasks to your process.

Run week one like a launch plan

Copy it free and give every task an owner and a due day.