Create a new employee onboarding checklist

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“Act as an HR onboarding specialist tasked with creating a detailed onboarding checklist for a new employee at [COMPANY_NAME]. The checklist should be tailored to the specific role of [ROLE_DESCRIPTION], ensuring that all necessary steps are completed for a thorough and efficient onboarding experience. Use the following structure to organize the checklist:

  1. Pre-Onboarding Preparations:
    • List all necessary actions to be completed before the new hire’s start date. This includes preparing [WORKSPACE_SETUP] (e.g., desk setup, computer configuration), providing [ACCESS_CREDENTIALS] (e.g., email accounts, system logins), and gathering [WELCOME_KIT_ITEMS] (e.g., company handbook, branded merchandise).
    • Include any pre-onboarding communications, such as sending a welcome email with the employee’s first-day agenda, introducing them to the team, or sharing resources they should review before starting.
  2. First Day Essentials:
    • Outline a step-by-step plan for the new hire’s first day, focusing on making them feel welcome and informed. Include tasks like an office tour, team introductions, and an overview of [COMPANY_CULTURE] and [COMPANY_POLICIES].
    • Mention key information that should be shared during the first day, such as the company’s mission, vision, and values, as well as role-specific expectations.
  3. Role-Specific Training and Orientation:
    • Provide a detailed list of all role-specific training sessions that need to be completed. This can include [TRAINING_MODULES] (e.g., product training, software tutorials) and [JOB_SHADOWING] opportunities to help the employee get acclimated to their responsibilities.
    • Specify who will conduct each training session (e.g., department manager, training specialist) and include any additional resources like manuals or documentation.
  4. Compliance and Documentation:
    • List all compliance-related tasks, such as completing [HR_FORMS] (e.g., tax forms, non-disclosure agreements), reviewing [COMPANY_POLICIES], and acknowledging [WORKPLACE_SAFETY] procedures. Provide deadlines for when these forms and reviews should be completed.
    • Include any mandatory compliance training, such as [DIVERSITY_AND_INCLUSION] or [ANTI-HARASSMENT] training.
  5. Technology and Tools Setup:
    • Outline the steps for setting up necessary technology and tools that the employee will use in their role. This includes configuring [SOFTWARE_TOOLS] (e.g., project management software, CRM systems) and accessing internal platforms or communication channels.
    • Provide links or instructions for downloading software and include details on who to contact for technical support if issues arise.
  6. First Week, Month, and 90-Day Milestones:
    • Create a timeline for the employee’s first week, month, and 90-day period, outlining specific goals and expectations for each stage. Include a structured plan for regular check-ins with the [SUPERVISOR/MENTOR] to provide feedback and answer any questions.
    • Detail key performance metrics or learning objectives that the employee should meet during these milestones.
  7. Ongoing Support and Resources:
    • Provide information on ongoing support and resources available to the new hire, such as access to [INTERNAL_PORTALS], [MENTORSHIP_PROGRAMS], or [PROFESSIONAL_DEVELOPMENT_OPPORTUNITIES]. Include contact information for HR or their direct manager for any questions or concerns.

Ensure the checklist is written in a tone that is [DESIRED_TONE, e.g., welcoming, supportive, and clear]. The final checklist should cover all critical areas to ensure a smooth onboarding experience and set the new employee up for success in their role.”

How to use this Prompt

Copy the full prompt text and then paste it into your preferred chat assistant. Replace the placeholders encased in [BRACKETS], with your own specific details.  Review the output and modify the prompt to meet your requirements.

Variables found in this prompt

  1. [COMPANY_NAME]
    • Example Inputs: “GreenTech Solutions,” “Peak Financial Group,” “Urban Wellness”
  2. [ROLE_DESCRIPTION]
    • Example Inputs: “Software Engineer,” “Marketing Coordinator,” “Sales Manager”
  3. [WORKSPACE_SETUP]
    • Example Inputs: “desk arrangement and necessary equipment,” “laptop, monitor, and ergonomic chair setup”
  4. [ACCESS_CREDENTIALS]
    • Example Inputs: “email accounts and VPN access,” “company intranet and project management tools”
  5. [WELCOME_KIT_ITEMS]
    • Example Inputs: “employee handbook, ID badge, company swag,” “organizational chart, office map”
  6. [COMPANY_CULTURE]
    • Example Inputs: “collaborative and growth-oriented environment,” “innovative and client-focused culture”
  7. [COMPANY_POLICIES]
    • Example Inputs: “attendance policy, dress code, and remote work guidelines,” “company code of conduct and data security policies”
  8. [TRAINING_MODULES]
    • Example Inputs: “CRM software training, customer service protocols,” “data analytics tools, internal workflow processes”
  9. [JOB_SHADOWING]
    • Example Inputs: “shadowing a senior team member,” “observing customer meetings or project discussions”
  10. [HR_FORMS]
  • Example Inputs: “tax forms (W-4), direct deposit forms,” “non-disclosure agreement, health insurance selection forms”
  1. [WORKPLACE_SAFETY]
  • Example Inputs: “emergency procedures, building access protocols,” “OSHA regulations, ergonomic workstation setup”
  1. [DIVERSITY_AND_INCLUSION]
  • Example Inputs: “diversity training sessions,” “unconscious bias workshops”
  1. [ANTI-HARASSMENT]
  • Example Inputs: “anti-harassment and discrimination training,” “code of conduct acknowledgment”
  1. [SOFTWARE_TOOLS]
  • Example Inputs: “Google Workspace, Microsoft Teams,” “Salesforce, Slack”
  1. [SUPERVISOR/MENTOR]
  • Example Inputs: “direct manager or team lead,” “assigned mentor or onboarding buddy”
  1. [INTERNAL_PORTALS]
  • Example Inputs: “HR intranet, training portal,” “employee self-service platform”
  1. [MENTORSHIP_PROGRAMS]
  • Example Inputs: “peer mentorship programs,” “professional development cohorts”
  1. [PROFESSIONAL_DEVELOPMENT_OPPORTUNITIES]
  • Example Inputs: “online training courses, industry certifications,” “leadership workshops, conference attendance”
  1. [DESIRED_TONE]
  • Example Inputs: “welcoming, supportive, and clear,” “professional and comprehensive,” “friendly and approachable”

Prompt Details