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Engineering Onboarding Checklist

A 22-task onboarding checklist for Software Engineers, DevOps, QA, and Data Engineers. Covers dev environment setup, codebase onboarding, first PR milestone, and 30/60/90-day check-ins.

This template covers everything from laptop provisioning to first code review. Designed for software engineers, DevOps, QA, and data engineers joining a Jira-based team. For a deeper look at structuring onboarding without workflow bloat, see Jira Onboarding Without 36 Statuses.

22Tasks
4Phases
6Departments
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  • Send offer letter and employment agreementHR
    Send official offer letter, NDA, IP assignment agreement, and any equity/benefits documents for signature
  • Collect signed paperwork (I-9, W-4, direct deposit)HR
    Ensure all tax forms, identification documents, and banking info are submitted
  • Order laptop and peripheralsIT
    Order company laptop (spec per engineering standards), monitor, keyboard, mouse, headset
  • Create corporate email and accountsIT
    Set up email, Slack, Jira, Confluence, GitHub/Bitbucket, VPN, SSO accounts
  • Assign onboarding buddyManager
    Select an experienced team member as the new hire's go-to person for questions
  • Prepare welcome message for team channelManager
    Draft and schedule a welcome announcement in the team Slack/Teams channel
  • Set up workstation and ship equipmentIT
    Configure laptop with required software, ship to remote employees or set up desk for in-office
  • Complete Day 1 orientation sessionHR
    Company overview, mission/values, org structure, benefits enrollment walkthrough
  • Meet with direct manager (role expectations)Manager
    Discuss role responsibilities, team structure, communication norms, first-week goals
  • Set up development environmentEmployee
    Install IDE, clone repositories, configure local dev environment, run build successfully
  • Complete security and compliance trainingEmployee
    Complete required security awareness training, acceptable use policy, data handling procedures
  • Meet the team (introductory meetings)Buddy
    Buddy schedules 1:1 coffee chats with each team member (15 min each)
  • Review codebase architecture documentationEmployee
    Read architecture docs in Confluence, review system diagrams, understand service boundaries
  • Complete first code review (as reviewer)Employee
    Shadow a team member on a code review to understand standards and process
  • Attend first sprint ceremonyEmployee
    Observe and participate in at least one sprint ceremony
  • Complete HR benefits enrollmentEmployee
    Enroll in health insurance, 401k, and other benefits before the enrollment deadline
  • Submit first pull requestEmployee
    Complete a starter task (bug fix or small feature) and submit for review
  • Complete product overview trainingManager
    Walk through the product from a user perspective, demo key features, explain roadmap
  • 1:1 with skip-level managerManager
    Meet with manager's manager for broader context on team direction and career path
  • 30-Day Check-inManager
    Formal check-in: review first month, discuss what went well, identify any blockers or concerns
  • 60-Day Check-inManager
    Mid-probation review: assess progress against role expectations, adjust goals if needed
  • 90-Day Check-inManager
    End of onboarding: confirm successful ramp-up, set ongoing performance goals, close onboarding

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