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Free employee onboarding checklist

Excel, Google Sheets, and PDF

Free Employee Onboarding Checklist

Simplify every new starter with a free employee onboarding checklist for Excel, Google Sheets, and print.

A structured onboarding process helps new employees settle in faster while ensuring all compliance and administrative tasks are completed. This free Employee Onboarding Checklist provides a simple framework for managing every stage of the onboarding journey. Whether you are hiring one employee or onboarding multiple team members, this checklist helps you stay organised and consistent before day one.

Employee detailsEditable spreadsheetPrintable PDFNo signup required

employee-onboarding-checklist.xlsx

Employee onboarding checklist preview

TaskOwnerDueStatusNotes
Contract issuedHRBefore startDone
Right to Work checkHRBefore startDonePassport verified
Payroll informationHRBefore startPendingAwaiting NI number
IT account setupITDay 1Outstanding
Health & safety inductionManagerDay 1Pending
Mandatory trainingManagerWeek 1Outstanding
Manager sign-offManagerWeek 1Outstanding

Why use a employee onboarding checklist?

Why use an employee onboarding checklist?

An employee onboarding checklist helps UK employers standardise new starter tasks, track completion, and reduce missed compliance steps before the first day. It keeps managers, HR, and new joiners aligned on what still needs to be done.

Standardise your onboarding process

Track completed tasks

Improve new starter experience

Reduce paperwork

Ensure compliance

Prepare employees before their first day

Keep managers accountable

What is included?

Everything a hiring team needs to onboard a new starter

Employee details

Job role

Start date

Contract issued

Right to Work check

Identity verification

Payroll information

Emergency contacts

Equipment allocation

IT account setup

Company policies

Health & safety induction

Mandatory training

Manager sign-off

How to use the template

From new hire details to signed-off induction in six steps

Follow a simple onboarding workflow: download the checklist, add employee details, complete pre-start tasks, record induction activities, track outstanding actions, and store the completed checklist securely.

Built for UK hiring and compliance teams

Use it for one hire or a batch of new starters when you need a clear checklist for contracts, Right to Work, equipment, training, and manager sign-off before moving to digital onboarding software.

01

Download the checklist

Download the Excel, Google Sheets, or PDF version and open it for the new hire.

02

Add the employee’s details

Enter the employee name, job role, start date, and hiring manager so every task has context.

03

Complete tasks before the start date

Work through contract, Right to Work, identity, payroll, and equipment steps before day one.

04

Record completed induction activities

Mark health and safety, company policies, IT setup, and mandatory training as they are completed.

05

Track outstanding actions

Use status and notes fields to keep incomplete tasks visible for HR and managers.

06

Store the completed checklist securely

Save or archive the finished checklist with the employee record once manager sign-off is complete.

Challenges of manual onboarding

Paper and spreadsheet checklists create compliance gaps

Paper-based or spreadsheet checklists can work for small hiring volumes, but missed tasks, incomplete records, and weak audit trails become harder to manage as teams grow.

  • Missed tasks are easy to overlook across email and paper folders
  • Incomplete records create weak audit trails
  • Document collection is often delayed when files sit outside the checklist
  • Managers have poor visibility of onboarding progress across hires
  • Duplicate work appears when HR and managers keep separate copies
  • Compliance risks increase when Right to Work and induction steps are not tracked
  • Audits become difficult without a clear completion history

Upgrade to Alphanomic employee onboarding

Deliver a better onboarding experience

Replace manual onboarding with a digital workflow. Alphanomic helps you create onboarding workflows, collect documents online, complete Right to Work checks, track progress, and send reminders automatically.

Create onboarding workflows

Collect employee documents online

Complete Right to Work checks

Track onboarding progress

Store employee records securely

Assign induction tasks

Related templates

More onboarding and workforce templates

This page opens the employee onboarding template cluster for UK teams, connecting new starter checklists, Right to Work checks, employee information forms, and related rota and timesheet resources.

New starter checklistRight to Work checklistEmployee information formStaff rota templateEmployee timesheet template

Useful next reads

Connect your template to better workforce workflows

Employee onboarding checklist FAQ

Frequently asked questions

Quick answers on editing, using, and scaling the free employee onboarding checklist.

Deliver a better onboarding experience

Digitise your employee onboarding process

Start with the free checklist today, then move to Alphanomic when you need digital document collection, Right to Work tracking, induction tasks, and secure employee records.