Role-based onboarding checklists, nothing forgotten
Turn a role and a start date into a complete, sequenced onboarding plan, from pre-boarding through the first 90 days, with HR, manager, IT and new-hire tasks clearly split. Works for any role in any country. Free to try, no setup.
Fill the details, the AI builds the checklist:
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How it works
Turn a role and a start date into a phased plan, so nothing important slips through the cracks.
Describe the hire
Enter the role, department, work setup (remote, hybrid or on-site) and start date.
Choose the scope
Plan just the first week, or a full 30/60/90-day ramp.
Generate the checklist
The tool builds a phased list grouped by timeline and by owner, so responsibilities are obvious.
Customise and share
Add company-specific steps, assign owners, tick items off, and export the plan for your team.
A plan that covers the full picture
Documents, equipment, system access, introductions, training and early goals, sequenced and assigned instead of left to a last-minute scramble.
Phased across the whole ramp
Pre-boarding through the first 90 days, so onboarding does not stop at day one.
Grouped by owner
A clear split between what HR, the hiring manager, IT and the new hire each handle.
Role and setup aware
Steps adapt to the function and work model rather than a generic list, with the extra items remote hires need.
Works in any market
Built for any role in any country. Every item is yours to edit, reorder or remove for your own policies.
One builder, every kind of hire
HR managers
Wanting every new hire to get the same thorough, professional start, whichever manager they report to.
Founders & small teams
Onboarding their first employees without a formal process, who cannot afford a chaotic first week.
Team leads & hiring managers
Wanting a ready-made ramp plan so a new joiner is productive and confident sooner.
Distributed & remote-first teams
Needing kit shipping, early access provisioning and virtual introductions handled ahead of day one.
How to onboard a new hire well
Pre-boarding vs onboarding, and why the split matters
A lot of onboarding failures happen before the person even walks in. Pre-boarding is everything between offer-acceptance and day one: sending paperwork early, ordering equipment, provisioning accounts, sharing a first-day agenda, and keeping the new hire warm so they do not get cold feet. Onboarding is what happens from day one onward: orientation, training, meeting the team, and ramping into the actual work.
Teams that treat these as one last-minute scramble tend to lose the first week to admin. Teams that pre-board well let day one be about people and purpose, not filling forms. A good checklist plans both, and assigns the pre-boarding tasks to real owners with real deadlines, because “someone will sort the laptop” is how laptops do not get sorted.
The phases a strong checklist covers
Sequencing the plan by phase keeps everyone clear on what happens when, and who owns it:
| Phase | What it covers |
|---|---|
| Pre-boarding | Paperwork, equipment order, account provisioning, first-day agenda, staying in touch after the offer. |
| Day one | Welcome and orientation, access checks, workspace or kit handover, meeting the immediate team. |
| First week | Role briefing, tools and systems training, key introductions, early context on how the team works. |
| 30 / 60 / 90 days | Ramping goals and regular check-ins, so a new hire always knows what settling in well looks like. |
Extend it past week one
The habit that separates good onboarding from great is not stopping at the first day. The strongest programmes carry structured goals and check-ins through the first 30, 60 and 90 days. Because every item is editable, you can generate a role-based template once, save your version, and reuse it every time you hire for that role. Statutory onboarding requirements differ by country and often by region, so confirm the mandatory forms, verifications and registrations against the rules where your employee is based, and adapt the generated list to your own policies.
Related tools & reading
Related tools
The rest of the hiring & people toolkit.
Please note: Drafts are AI-generated and can contain errors or omissions. Review the output and adapt it to your organisation and local law before use. It is a starting point, not legal advice.
Part of the HRTailor HR OS
This tool is one piece of your HR system
Everything you create here auto-saves to your Document Vault, ready for e-signature, your employee records and automated workflows. One login runs your whole HR.
Related guides and formats
Frequently asked questions
What does the onboarding checklist include?
A role-based plan covering before day one, day one, the first week and the first 30 days, with owners and tasks.
Can I tailor it to the role and tools?
Yes. You enter the role, tools, equipment and documents needed, and the checklist is built around them.
Can I include a welcome email?
Yes, the tool can generate a welcome email alongside the checklist.
What formats can I download?
Export the checklist as a PDF or editable Word document.