PlaybooksJune 18, 2026·5 min read
The new-hire onboarding checklist that actually gets used
A practical, role-aware onboarding checklist — and why automating it beats a shared doc.
Great onboarding starts before day one and is specific to the role. A generic shared document ages badly; an automated, role-targeted checklist assigns the right steps to the right person every time.
Before day one
Send the offer letter, collect signed policies, provision accounts and email, and let the hire complete their profile, emergency and bank details through a guided wizard.
Week one
Assign equipment, schedule intro meetings, and confirm access to the tools the role needs. Track each step to completion so nothing slips.