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General Onboarding Checklist

A 20-task onboarding checklist for Operations, Finance, Legal, Admin, and other non-engineering roles. Standard corporate onboarding with cross-functional introductions and 30/60/90-day check-ins.

The general onboarding template works for any role that does not need a specialized checklist. It covers IT setup, HR paperwork, team introductions, and structured check-ins through the first 90 days. See Jira HR Templates: The Complete Guide for how all seven templates fit together.

20Tasks
4Phases
5Departments
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  • Send offer letter and employment agreementHR
    Official offer, NDA, and policy acknowledgment forms
  • Collect signed paperwork (I-9, W-4, direct deposit)HR
    Tax forms, identification, banking setup
  • Order laptop and standard peripheralsIT
    Standard corporate laptop, mouse, headset
  • Create corporate email and accountsIT
    Email, Slack/Teams, Jira (if applicable), SSO, VPN
  • Prepare physical workspace (if in-office)Facilities
    Desk assignment, building access badge, parking pass, office supplies
  • Assign onboarding buddyManager
    Pair with a peer who can answer day-to-day questions
  • Welcome message to teamManager
    Announce the new hire and share their background with the team
  • Day 1 orientation and company overviewHR
    Company history, mission, values, org chart, office tour (virtual or in-person)
  • Meet with direct manager (role and expectations)Manager
    Discuss responsibilities, team workflows, communication preferences, 30-day goals
  • Set up core software toolsEmployee
    Configure email, calendar, Slack, and any role-specific software
  • Complete security and compliance trainingEmployee
    Security awareness, data handling, workplace harassment prevention
  • Meet key cross-functional partnersBuddy
    Buddy introduces new hire to 3-5 key people they will collaborate with regularly
  • Review team processes and documentationEmployee
    Read through team Confluence space, understand SOPs, review recent meeting notes
  • Complete HR benefits enrollmentEmployee
    Health insurance, retirement, and other benefits enrollment
  • Shadow a team member on a typical workdayEmployee
    Observe a colleague performing core job functions to learn by example
  • Complete first independent taskEmployee
    Manager assigns a low-stakes task to be completed independently
  • Attend department all-hands or town hallEmployee
    Participate in a broader team meeting to understand department priorities
  • 30-Day Check-inManager
    Review first month, discuss impressions, address questions, adjust onboarding plan
  • 60-Day Check-inManager
    Progress review, identify skill gaps, discuss training needs
  • 90-Day Check-inManager
    Formal end-of-onboarding review, set forward-looking goals, transition to regular cadence

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