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Home/Templates/Onboarding & HR policies/New hire first-week checklist
Template & guide

New hire first-week checklist

A day-by-day checklist for the new hire's first week: pre-start preparation, accounts and tooling, purposeful introductions, and a first task shipped by Friday.

  • Made forEmployers
  • Reading time~2 min
  • What's includedA complete, professionally written document you can adapt to your team.
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The template

The first week sets the tone for everything after it. This checklist walks the manager (and the new hire) through days one to five, so accounts exist before they are needed, introductions happen on purpose, and the new hire ships something real before Friday. Adapt the details to {{Company name}} and the role of {{Role title}}.

Before day one

  • Equipment ordered and delivered: {{Equipment list}}.
  • Accounts created: email, chat, calendar, {{Core tools}}.
  • Onboarding buddy assigned: {{Buddy name}}.
  • First-week calendar drafted: intro meetings, team rituals, and open blocks for setup.
  • Welcome message sent with day-one logistics: start time, first call link, and who greets them.

Day one: arrive

  • Welcome call with the manager: role recap, how the week is structured, and what success in week one looks like.
  • Workstation and access check: email, chat, calendar, password manager, and MFA all working.
  • Team introduction in {{Team channel or meeting}}, plus a short self-intro posted by the new hire.
  • Review of the first-week schedule and of this onboarding checklist itself.

Day two: context

  • Product walkthrough: what it does, who buys it, and the current priorities.
  • Codebase, playbook, or process tour appropriate to the role, guided by {{Buddy name}}.
  • 1:1 with {{Key partner one}}.
  • Remaining tool setup finished; blockers reported in {{Support channel}}.

Day three: people

  • 1:1s with {{Key partner two}} and {{Key partner three}}.
  • Sit in on a customer call, a demo recording, or a support queue review.
  • First small task assigned — scoped to be finishable by Friday.

Day four: first task

  • Focused work time on the first task; the buddy stays available for questions.
  • Attend the team's regular rituals as a participant, not just an observer.
  • Quick manager check-in: fifteen minutes on how the week feels so far.

Day five: ship and reflect

  • Finish and deliver the first task; demo or share it with the team.
  • Week-one retro with the manager: what is clear, what is confusing, and what to change in week two.
  • Preview the 30-60-90 plan and confirm the 30-day checkpoint date.
  • The new hire notes anything broken or missing in onboarding so this checklist improves.

Manager reminders

  • Protect the new hire's calendar — a first week of back-to-back meetings teaches nothing.
  • Every intro meeting needs a purpose the new hire knows in advance.
  • Small early wins beat broad ambitions; do not hand out week-one work that depends on tribal knowledge.

Not legal advice

This template is provided for general informational purposes only and is not legal advice. Laws differ by jurisdiction and change over time — have a qualified professional review any document before you rely on it.

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