Employee Onboarding Checklist Example
Example document for Employee Onboarding Checklist. Use this as a reference when creating your own.
Professional Review Required
This document involves significant legal, financial, or compliance considerations. You must have a qualified professional review and approve this document before use. Do not rely on this template as legal advice.
Document: Employee Onboarding Checklist
Example Document
Last updated 7/30/2026
Employee Onboarding Checklist
Business Name: Smith and Sons Electrical Pty Ltd Employee Name: James Brown Start Date: 15 October 2023
1. Pre-Employment Tasks
- Job offer signed and returned
- Employment contract drafted and signed
- Tax File Number Declaration Form received
- Superannuation Standard Choice Form received
- Copy of visa and work rights checked (N/A)
- Right to work check completed (Birth Certificate sighted)
- relevant Qualifications and Licences verified (Unrestricted Electrical Licence No. 123456)
- National Police Certificate checked (Clear)
- Working with Children Check verified (Not required for commercial work)
2. First Day Essentials
- Fair Work Information Statement provided
- Company policies provided and signed for receipt
- Workplace Health and Safety induction completed
- Site specific safety induction completed
- Emergency evacuation procedures explained
- Personal Protective Equipment (PPE) issued (Helmet, Boots, Glasses)
- Keys and access passes issued
- Email and system accounts set up
- Payroll details entered into system (Com Bank, REST Super)
- Tour of the workplace and amenities
3. Paperwork and Compliance
- Employee details form completed
- Confidentiality agreement signed
- ATO Tax File Number Declaration sent to ATO
- Superannuation fund details confirmed
- Modern Award classification determined (Electrical Trades Award - Level 3)
- Letter of engagement or contract filed
- Copy of signed documents saved to secure personnel file
4. Training and Development
- Role description discussed and clarified
- Reporting lines and supervisor introduced (Supervisor: Mike Smith)
- Job specific training plan created
- First aid officer and fire warden identified (Sarah Jones)
- Manual handling training completed
- Hazardous substances training completed (Scheduled for next week)
5. First Month Review
- Probation review date scheduled (15 January 2024)
- Performance expectations set
- First payroll run completed successfully
- Employee feedback session conducted
- Outstanding paperwork followed up
Completed By: Mike Smith Date: 16 October 2023
Notes
In this example, the electrical trade business ensured the worker held a valid licence before starting. They checked the Modern Award to set the correct pay rate. The business confirmed the super fund choice. The Working with Children Check was not required as the employee works on commercial sites. The Hazardous substances training is pending because it was not immediately relevant to the first day tasks but is scheduled for the first week.
About this Example
Part of the Employee Onboarding Checklist document collection
Document Type
Employee Onboarding Checklist
A step by step list to help Australian employers hire new staff correctly. It covers tax, super, safety and fair work laws.