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HR Onboarding Checklist

A 21-task onboarding checklist for HR Generalists, HR Business Partners, Recruiters, and People Ops. Includes enhanced data privacy training, HRIS system access, and employee relations shadowing.

HR team members need onboarding too, and theirs includes extra steps around data privacy, system access, and understanding existing policies. This template is built for HR Generalists, HRBPs, Recruiters, and People Ops joining the team. For an overview of all available templates, see Jira HR Templates: The Complete Guide.

21Tasks
4Phases
6Departments
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  • Send offer letter and employment agreementHR
    Offer letter with confidentiality clause regarding employee data
  • Collect signed paperworkHR
    Standard new hire paperwork plus data access acknowledgment
  • Order laptop and peripheralsIT
    Standard corporate setup
  • Create accounts with elevated HR system accessIT
    Email, Slack, Jira, HRIS system access, payroll system view access, background check platform
  • Assign HR buddy/mentorManager
    Pair with experienced HR team member
  • Grant access to confidential HR shared drivesIT
    Employee files, compensation data, investigation records (read-only initially)
  • Welcome message to HR teamManager
    Announce in HR channel
  • Day 1 orientation (company overview)HR
    Standard company orientation (experience it as an employee first)
  • Meet with HR manager (team structure)Manager
    Review HR team structure, individual responsibilities, current priorities, open cases
  • Review employee handbook and HR policiesEmployee
    Read current handbook, leave policies, code of conduct, disciplinary procedures
  • Complete security and data privacy training (enhanced)Employee
    Enhanced training: GDPR/CCPA requirements, employee data handling, confidentiality obligations
  • HRIS system training sessionBuddy
    Hands-on training with HRIS for employee record management
  • Review current open HR initiativesEmployee
    Read briefs on ongoing projects: open roles, policy updates, compliance initiatives
  • Meet cross-functional partners (Legal, Finance, IT)Buddy
    Meet key contacts in Legal, Finance (payroll), IT (access management)
  • Shadow an employee relations conversationBuddy
    Observe buddy handling an HR inquiry or case to learn approach and tone
  • Complete benefits administration trainingManager
    Learn how to administer benefits enrollment, changes, and terminations
  • Review employment law basicsLegal
    Briefing from legal on relevant employment laws, at-will status, protected classes
  • Process first employee request independentlyEmployee
    Handle a routine HR request end-to-end
  • 30-Day Check-inManager
    Review systems proficiency, comfort with confidential information handling, initial impressions
  • 60-Day Check-inManager
    Assess independent case handling, policy knowledge depth, cross-functional relationships
  • 90-Day Check-inManager
    Full competency review, discuss specialization interests, set professional development goals

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