Distributed Team Onboarding Automation Checklist
Complete this checklist to ensure a smooth onboarding experience for distributed team members.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Job Title / Role
*
Start Date
*
-
Month
-
Day
Year
Date
Primary Location (City, Country)
*
Preferred Communication Tools
*
Slack
Microsoft Teams
Zoom
Google Meet
Email
Other
Manager / Onboarding Buddy Name
*
Do you require any equipment? (Select all that apply)
Laptop
Monitor
Keyboard/Mouse
Headset
Other
Which software accounts do you need access to?
*
Email (Gmail/Outlook)
HR System
Project Management Tool (Asana, Trello, Jira)
Version Control (GitHub, GitLab)
Other
Please provide your emergency contact name and phone number
*
Onboarding Tasks Checklist
*
Rows
Completed
Notes
Received welcome email
1
Signed employee handbook
2
Completed HR paperwork
3
Attended IT orientation
4
Set up required accounts
5
Scheduled introduction meeting with team
6
Reviewed company policies
7
Schedule your introductory meeting with your manager or onboarding buddy
Any additional questions or comments?
Submit Onboarding Checklist
Should be Empty: