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Employee Onboarding Checklist Template

Template for Employee Onboarding Checklist. Customize this template for your specific needs.

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

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Version 1 • Last updated 7/30/2026

Employee Onboarding Checklist

Business Name: [Insert Business Name] Employee Name: [Insert Employee Name] Start Date: [Insert Start Date]

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 (if applicable)
  • Right to work check completed
  • relevant Qualifications and Licences verified (e.g. White Card, Electrical Licence)
  • National Police Certificate checked (if required)
  • Working with Children Check verified (if required)

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
  • Keys and access passes issued
  • Email and system accounts set up
  • Payroll details entered into system (Bank details, TFN, Super fund)
  • 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 and recorded
  • 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
  • Job specific training plan created
  • First aid officer and fire warden identified
  • Manual handling training completed (if required)
  • Hazardous substances training completed (if required)

5. First Month Review

  • Probation review date scheduled
  • Performance expectations set
  • First payroll run completed successfully
  • Employee feedback session conducted
  • Outstanding paperwork followed up

Completed By: [Insert Manager Name] Date: [Insert Date]

Use in GeneratorView Guide

About this Template

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.

Complexity

moderate

Format

guide|spreadsheet