Optional tasks to customise your onboarding plan

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Tasks to consider for before day one

Title	Further details	Assigned to	Type
Confirm pre-employment check results	Confirm results of pre-employment checks, e.g. police vetting, medical, drug and alcohol screening, identity, immigration etc. (If you have more than one assessment to complete, you can create an additional task for each one.)	Manager
Order uniform, personal protective equipment (PPE) and/or tools		Manager	Asset
IT set-up	Before their start date, order any technology resources the employee will need to do their job. (Insert a link to your supplier/form.)	Manager	Asset
Create a plan for day one	Confirm who will provide first-day training, what they need to do, who the new employee's buddy is etc.	Manager	Task
Make a welcome phone call or email	In the week before the new employee starts, phone or send email to welcome them on board, confirm their start date and time, who they should ask for when they arrive, where they can park etc.	Manager	Culture
Brief your team	Let the rest of the team know who will be starting and when.	Manager	Culture

Adding documents for your employee to accept

Select a policy, handbook or other PDF you would like to either provide to your employee or have them sign.

Tasks to consider for Day one

Title	Further details	Assigned to	Type
Introductions to the team	Introduce your new employee to colleagues they will be working with closely, and the wider team. Make sure they know who to raise any questions or concerns with.	Manager	Culture
Complete workplace tour and health & safety briefing	Take a tour with the new employee to identify workplace hazards and ensure they know where tools, gear, and resources are stored, where the first-aid kit is, and where to assemble for fire evacuation.	Manager	Compliance
Meet for onboarding brief and objective setting	Meet with the new person to discuss what success will look like in their role, agree on objectives, and any skills and development activities needed to support their success. Review these objectives as tasks in the onboarding plan.	Manager	Job
Check uniform, PPE, and tools	Ensure your new uniform and any PPE fits correctly and is in working order, and that you have all the tools needed and they are in full working order.	New Hire	Asset

Tasks to consider for Week one

Title	Further details	Assigned to	Type
Employee training	Edit this task to specify role-relevant training the new employee needs to complete as part of their onboarding.	Manager	Training
Use of equipment and tools	Complete training and demonstrate mastery of all equipment and tools, including safety equipment, that you could be required to use in the course of your duties.	New Hire	Task
Assess week one objective	Edit this task and insert which objective you want your new hire to achieve at the end of this week, e.g. by the end of this week you will be competent completing [basic job requirement].	Manager	Task

Tasks to consider for Month one

Title	Further details	Assigned to	Type
Assess month one objective	Edit this task and insert which objective you want your new hire to achieve at the end of this week, e.g. by the end of this week you will be competent completing [basic job requirement].	Manager	Task

Tasks to consider for Month two

Title	Further details	Assigned to	Type
Assess month one objective	Edit this task and insert which objective you want your new hire to achieve at the end of this week, e.g. by the end of this week you will be competent completing [basic job requirement].	Manager	Task

Tasks to consider for Month three

Title	Further details	Assigned to	Type
Assess month one objective	Edit this task and insert which objective you want your new hire to achieve at the end of this week, e.g. by the end of this week you will be competent completing [basic job requirement].	Manager	Task