Employee Onboarding Call Script Checklist Form
Track each step of the employee onboarding call process with this streamlined checklist. Complete each item to ensure a smooth and thorough onboarding experience.
Employee Full Name
*
First Name
Last Name
Date of Onboarding Call
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Introductions Completed
*
Introduced all participants
Company Overview Provided
*
Discussed company mission and values
Role & Responsibilities Explained
*
Reviewed job duties and expectations
Benefits & Perks Discussed
*
Explained benefits and perks
IT Setup & Access Confirmed
*
Provided login credentials and tool access
Policies & Procedures Reviewed
*
Discussed key company policies
Questions & Answers Session Held
*
Answered employee questions
Next Steps & Follow-up Outlined
*
Clarified next steps and follow-up actions
Additional Notes
Submit Checklist
Should be Empty: