SMB Employee Onboarding Checklist Form
Track and confirm the completion of essential onboarding tasks for new employees. Please complete all sections to ensure a smooth onboarding experience.
Employee Full Name
*
First Name
Last Name
Job Title
*
Department
*
Please Select
Sales
Marketing
Operations
Finance
Customer Support
IT
Other
Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Assigned Mentor/Supervisor
Onboarding Tasks Completed
*
Account setup (email, HR portal)
Workstation/equipment issued
Company policies reviewed
Benefits orientation completed
Team introduction
Other
Equipment Issued (list all devices, keys, etc.)
Policy Acknowledgment
*
I have read and acknowledge all company policies
Pending review
Emergency Contact Name & Phone
Additional Comments or Notes
Submit Checklist
Should be Empty: