New Starter Onboarding Checklist

A practical, staged checklist that takes a new starter from accepted offer to the end of probation without missing a legal step.

Editable Word document
6
10pages
Guidance notes included
aml consultancy solutions

People & HR

New Starter Onboarding Checklist

About this document

What it’s for

A complete checklist for onboarding a new employee, from the moment they accept your offer to the end of their probation. It combines the legal must-dos (right to work, written statement, payroll, pension, data, health and safety) with the practical steps that help people settle in and stay.

When to use it

  • For every new employee, and adapted for workers, apprentices and returners
  • As a shared tracker between the manager, HR or office manager and payroll
  • As evidence that induction and training were completed

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Stage 1 – After the offer is accepted (before the first day)
  • Stage 2 – First day
  • Stage 3 – First week
  • Stage 4 – First month
  • Stage 5 – Probation
  • Sign-off

How to complete it

  • Fill in the starter details and name the person responsible for each stage
  • Tick each item as it is done and add the date in the tracker table
  • Remove items that do not apply to your business
  • File the completed checklist on the personnel file

Key points to check

  • The right-to-work check must be completed before day one
  • The written statement of particulars is due on or before day one
  • Auto-enrolment assessment applies from the first day of employment

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

Download and keep

Get the packSee every document in this pack →

Need more than one category?

Documents All-Access gives you every category for 12 months for £295.

Compare options →

Need it tailored?

We can adapt any template to your business, or write a document from scratch.

Talk to us →