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New Hire Checklist and Toolkit

Onboarding Made Easy From Day One to Full Integration

Use this interactive toolkit to welcome new team members, track their progress, and ensure every step of onboarding is covered.

Auto-saved: Your goals are stored locally in your browser- safe even after restart.

New Hire Checklist

Add items, track status, and copy to Excel. If you come back later, your entries will still be here.

Employee Name

Onboarding Checklist

Progress: 0/0

    Orientation Schedule Tracker | Xecute The Vision

    Orientation Schedule Tracker

    Plan and track employee orientation activities. Add sessions, assign owners, mark them done, and copy your data directly to Excel.

    Orientation Schedule

    Date Activity Owner / Department Done? Actions

    New Employee Introductions Tracker

    Keep track of everyone your new hire should meet. Add names, roles, and target dates, mark meetings complete, and copy to Excel.

    Introduction List

    Name Role/Team Target Date Met? Actions

    New Hire 90-Day Goals Tracker

    Track team or individual goals across the first 90 days. Add, update, and monitor progress directly in your browser with auto-save and Excel export.

    Goals List

    Goal Owner Metric Status Actions

    New Hire & Onboarding FAQs

    What is the goal of a new hire onboarding process?
    The goal of onboarding is to help new employees feel welcome, understand their role, and become productive quickly. It includes orientation, training, and setting clear expectations.
    What is a sample new hire checklist?
    Review a previous hire and look at the strengths and weaknesses of the process. From here, you should be able to assemble a list of items that need to be done prior to, during and through onboarding to get a new hire up to speed. Include things like offer letter, sending insurance, tax, handbook and other necessary info, setting up start day, time, and with whom they will meet, and more.
    What is a new hire orientation checklist?
    This is a list of everything that must be done to successfully onboard a new employee. This includes going over policies and procedures, setting up equipment, introducing them to their team and manager and more.
    What should be included in a new hire checklist?
    Include paperwork, payroll setup, technology access, introductions, training schedule, and 30–90 day goals to ensure smooth integration.
    How can I make onboarding more efficient?
    Use automation tools like Lever 1 to track onboarding steps, assign tasks, and monitor progress, ensuring consistency across every new hire.
    What are common mistakes during onboarding?
    Skipping feedback, unclear communication, or inconsistent training can cause confusion. Document every step and communicate expectations clearly.
    How long should onboarding take?
    Onboarding typically lasts 90 days. The first week focuses on setup, the first month on learning, and months two to three on performance and feedback.
    How do I track onboarding progress?
    Track progress using a digital checklist or dashboard like Lever 1 that automatically updates and helps managers follow up on incomplete tasks.
    What resources should new hires receive?
    Provide access to the employee handbook, login credentials, training materials, and a 90-day roadmap to clarify expectations and culture.
    How can I improve the new hire experience?
    Assign mentors, set check-ins, and personalize onboarding. Tools like Lever 1 keep you organized and ensure no step is missed.
    What metrics should HR track during onboarding?
    Monitor satisfaction, task completion rate, 90-day retention, and time-to-productivity to evaluate onboarding effectiveness.
    Where can I find a tool to manage onboarding and HR processes?
    Get the Lever 1 Onboarding & HR Toolkit for $25. It includes onboarding checklists, trackers, and templates to streamline your HR process.

    Next Step is Tracking Expectations and Progress Quarterly

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