Employee Onboarding Checklist Generator
Generate a structured onboarding checklist covering pre-start, day 1, week 1, and month 1 tasks. Assign responsibilities, set due dates, and download as PDF - free.
Company Details
Employee Details
Accent Colour
Checklist Sections
| Task | Assigned To | Due Date | Notes | |
|---|---|---|---|---|
| ☐ | Employment contract signed | |||
| ☐ | TFN declaration received | |||
| ☐ | Super choice form completed | |||
| ☐ | Bank details collected | |||
| ☐ | IT equipment ordered | |||
| ☐ | Email account created | |||
| ☐ | Access cards arranged | |||
| ☐ | Workspace set up | |||
| ☐ | Welcome email sent |
| Task | Assigned To | Due Date | Notes | |
|---|---|---|---|---|
| ☐ | Office tour | |||
| ☐ | Introduction to team | |||
| ☐ | IT setup and login | |||
| ☐ | OH&S induction | |||
| ☐ | Company policies handbook | |||
| ☐ | Emergency procedures | |||
| ☐ | Parking/transport info |
| Task | Assigned To | Due Date | Notes | |
|---|---|---|---|---|
| ☐ | Role-specific training | |||
| ☐ | System access and training | |||
| ☐ | Key contacts introduction | |||
| ☐ | First team meeting | |||
| ☐ | Goal setting with manager |
| Task | Assigned To | Due Date | Notes | |
|---|---|---|---|---|
| ☐ | 30-day check-in with manager | |||
| ☐ | Complete mandatory training | |||
| ☐ | Review probation goals | |||
| ☐ | Feedback session |
Want AP tips and new free tools in your inbox?
Sign up to stay on top of webinars, news and events.
No spam. Unsubscribe any time. By submitting this form you agree to our Privacy Policy.
Why a Structured Onboarding Checklist Matters
A structured onboarding process improves employee retention, accelerates time-to-productivity, and helps you meet your employment obligations. Research consistently shows that employees who experience a well-organised onboarding process are significantly more likely to remain with the company after 12 months. Despite this, many businesses rely on ad-hoc approaches - leading to missed paperwork, delayed access, and a poor first impression.
An onboarding checklist ensures nothing falls through the cracks. It covers pre-start administration (contracts, tax forms, super, IT setup), day 1 orientation (introductions, safety induction, systems access), first-week integration (training, key contacts, team meetings), and first-month milestones (check-ins, goal setting, feedback).
How to use this onboarding checklist generator
- Enter company details and the new employee's information.
- Review the default checklist items - pre-populated with common onboarding tasks.
- Customise tasks, add new items, or remove those not relevant to your organisation.
- Assign each task to a responsible person and set due dates.
- Download the checklist as a PDF to share with HR, IT, and the hiring manager.
What forms does a new employee need to complete in Australia?
In Australia, employers must collect a Tax File Number (TFN) declaration and superannuation choice form from new employees before their first pay. Fair Work Information Statements must be provided to all new employees. Workplace health and safety inductions are required in most industries, particularly construction, manufacturing, and logistics. This checklist includes these compliance items by default.
What should an employee onboarding checklist include?
A complete onboarding checklist covers four phases: pre-start administration (contract, tax and super forms, IT setup), day 1 orientation (introductions, safety induction, systems access), first-week integration (training, key contacts, team meetings), and first-month milestones (check-ins, goal setting, feedback). Assigning each task an owner and a due date is what turns the list into a repeatable process.
How long should employee onboarding take?
Longer than the first day. Most structured programs run for at least the first month, and many extend to 90 days with scheduled check-ins at week 1 and month 1. The right length depends on the role - the goal is an employee who is productive, connected to the team, and clear on expectations.
See how Pulsify automates AP for growing businesses →Automate your back-office, not just onboarding
Pulsify automates invoice capture, coding, approval workflows, and payments - reducing manual admin across your finance team. Built for industrial businesses.