New Hire Onboarding Checklist for Professional Services

# New Hire Onboarding Checklist - Professional Services

## Purpose
Use for every new employee to ensure consistent onboarding, faster ramp-up, and compliance with employment obligations.

## When to Use
A comprehensive day-one through week-four onboarding checklist covering IT setup, policy acknowledgements, training, and introductions.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your professional services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or Slack)

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## New Hire Onboarding Checklist

### Before Day One (Owner: HR / Office Manager)
- [ ] Employment contract signed and filed
- [ ] Tax File Number (TFN) declaration collected
- [ ] Superannuation choice form completed
- [ ] Fair Work Information Statement provided
- [ ] Workstation, desk, and chair prepared
- [ ] Laptop or computer configured with required software
- [ ] Email account and calendar created
- [ ] Access credentials generated for all required systems
- [ ] Welcome email sent with first-day instructions (start time, parking, dress code)

### Day One (Owner: Direct Manager)
- [ ] Welcome meeting with manager to discuss role expectations
- [ ] Office tour including emergency exits, kitchen, and facilities
- [ ] Introduction to immediate team members
- [ ] IT login credentials tested and working
- [ ] Phone system set up with voicemail configured
- [ ] Employee handbook provided and reviewed
- [ ] WHS induction completed (emergency procedures, first aid, hazards)
- [ ] Slack channels joined and profile completed

### Week One (Owner: Direct Manager)
- [ ] Company values, mission, and culture overview delivered
- [ ] Key systems training completed (CRM, project management, accounting)
- [ ] Introduction to key clients or stakeholders (if applicable)
- [ ] First tasks assigned with clear deadlines and expectations
- [ ] Buddy or mentor assigned for informal support
- [ ] End-of-week check-in meeting scheduled

### Week Two to Four (Owner: Direct Manager)
- [ ] Role-specific training modules completed
- [ ] Access to shared drives and documentation confirmed
- [ ] First performance goals set collaboratively
- [ ] Payroll confirmed - first pay received correctly
- [ ] 30-day check-in meeting completed with documented feedback
- [ ] Probation review date confirmed and added to calendar
- [ ] New hire survey sent to capture their onboarding experience

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**Complexity:** intermediate | **Setup time:** 15 minutes | **Tools:** Employment Hero, Slack, Notion

Note: This template has been tailored for professional services businesses in Australia. Adjust terminology and compliance references to match your specific context.