Employee onboarding checklist template

For HR, IT and hiring managers preparing a new starter. Before day one the contract, right to work documents, payroll, laptop and accounts are done; in week one, security training and tool access; then a 30 day check in.

App: Checklist Flow for Jira
Category: Employee onboarding and offboarding
Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
Items: 12 items, 6 required
Suggested for: Task, Service Request, Onboarding

Items

Before day one

Item	Required
Signed contract and right to work documents received	Required
Payroll and benefits set up	Required
Laptop ordered and prepared	Required
Accounts created: email, chat, single sign on	Required
Welcome email sent with first day details	Optional
Buddy assigned	Optional

First week

Item	Required
Security and privacy training completed	Required
Access to team tools granted	Required
Introductions with the team and key partners	Optional
First week goals agreed with the manager	Optional

First month

Item	Required
30 day check in held	Optional
Probation goals documented	Optional

Use it

In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.

Checklist Flow for Jira documentation
Jira checklist templates: all 49 templates