Dresser & Associates

Onboarding Checklist: The Basics

The meeting roomEmployee onboarding, also known as new-employee orientation or assimilation, is the process by which an organization assimilates its new employees. It is one of the means for improving productivity, building loyalty and engagement, and helping employees become successful early in their careers with the new organization. This discussion includes the potential benefits and risks associated with onboarding, the types of information that should be covered, the duration of the process, allocation of roles and responsibilities, and special types of onboarding. The scope of information covered in the onboarding process will vary from organization to organization, but these are some of the basics.


  • Company profile.
    • Mission, vision, values of the organization.
    • Organizational culture.
    • Organizational chart.
    • Directory.
    • Tour of facility.
  • Legal and policy
    • I-9 form.
    • Personal information sheet.
    • Tax withholding.
    • Benefits enrollment.
    • Policies (e.g., antiharassment, nondiscrimination, email, dress code, telephone, etc.) and/or employee handbook.
    • Employment-at-will.
    • Non-competition agreement.
    • Security information.
  • Work group
    • Meeting with supervisor.
    • Meeting with co-workers.
    • Work expectations and standards
    • Tools and supplies (business cards, email account, keys, etc.).
    • “How we do things” (informal issues for ensuring success).
    • Cross-departmental communications issues.
    • Etiquette issues (eating at your desk, answering phones, personal items at work, etc.).

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Dresser & Associates

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