This article was originally written on August 29th, 2024; updated on June 6th, 2025.ย
As an HR professional, youโve invested lots of time in recruiting the perfect employee. But this doesnโt mean the job is done. Onboarding is crucial, going beyond mere paperwork to quickly and effectively integrate talent into your company, setting the stage for their long-term success. Therefore, we’ve developed an onboarding checklist divided into five key phases, each designed to build upon the last. Additionally, you can download a free global employment compliance checklist to further foster a positive work environment.ย
| Read also: What is onboarding?
Why you should focus on employee onboarding?
Onboarding is a strategic investment that directly impacts employee retention, engagement, and productivity. In 2025, companies that neglect onboarding risk losing top talent before they even settle in.
Hereโs why onboarding should be a top priority:
According to Harvard Business Review, up to 20% of new hire turnover happens within the first 45 days, often due to unclear expectations and lack of guidance. When new employees feel lost or unwelcome, theyโre more likely to disengage or walk away.
Also according to a Gallup study , only 12% of employees strongly agree that their company does a great job onboarding. Poor onboarding experiences can leave new hires feeling lost, disconnected, or even doubting their decision to join your company.
Phase 1: Pre-boarding essentials
The pre-boarding period covers the time between a new hire’s job offer acceptance and their first day. HR professionals aim to prepare incoming employees for their first day, minimizing anxiety and ensuring they feel valued from the start.
The onboarding checklist includes๏ผ
Send necessary pre-employment paperwork and benefits information via a secure digital platform for pre-employment completion.
Ensure that all necessary equipment is ready and IT systems are set up before their arrival.
Send a clear schedule for the first day of week, including working time, who they will be meeting, training sessions, and any welcome events.ย ย
Consider sending a welcome kit, which includes company merchandise, a welcome letter, and any tools or logins they may need to hit the ground running.
Phase 2: The welcome
Then…itโs the exciting first day of work. The goal of this phase onboarding is to educate new employees more deeply on company values, culture, policies, and safety procedures.
The onboarding checklist includes๏ผ
Provide a guided tour of the workplace, pointing out essential areas like the cafeteria, restrooms, and emergency exits.ย
Have a detailed discussion about the job role, expectations, day-to-day tasks. and any immediate projects or responsibilities they will be taking on.ย
Include a short video or interactive onboarding module that introduces the companyโs mission, leadership team, and recent milestones.
Introduce new people to their team members. A team lunch during the first week is a good choice to build relationships with new persons.ย ย
Phase 3: Role-specific training
The third phase of onboarding can last several days or weeks. HR professionals should equip new employees with the necessary skills, knowledge, and resources tailored to their job functions.
The onboarding checklist includes๏ผ
Create a personalized training plan that addresses the specific needs of the role.ย
Connect the new hire with a mentor who has expertise in their area. Also encourage cross-departmental learning to help them understand how teams collaborate.
Establish a schedule for regular check-ins with HR and the direct manager to discuss progress, address any challenges, and adjust the training plan as needed.ย
Use learning management systems (LMS) to track progress and adapt training materials accordingly.
Phase 4: Integration into the company culture
Next, HR professionals also help the new employees adapt to the company culture. It involves familiarizing them with the organization’s values and social norms to make them feel like part of the community.
The onboarding checklist includes๏ผ
Schedule regular team-building activities that fun and reinforce the collaborative spirit of the company.ย
Encourage participation in events such as annual meetings, which are crucial for new hires to feel part of the company community.ย
Phase 5: Continuous support and feedback
Now the new employee is actively engaging in their daily tasks. But the onboarding process doesnโt end here. New hires require continued support and development to fully adjust and excel in their roles.
The onboarding checklist includes๏ผ
Conduct regular performance evaluations to assess progress, provide feedback, and set new objectives that align with the company’s goals and the employeeโs career aspirations.ย
Implement targeted training programs to build specific competencies that enhance their capabilities and performance in their roles.ย
Onboarding tips for remote & hybrid employees
As remote and hybrid work continue to be the norm in 2025, onboarding needs to adapt to ensure that every new hire feels welcomed, connected, and supported, regardless of their location.
Some remote onboarding tips include:
- Ship equipment and welcome kits in advance.
- Host virtual meet-and-greets with key team members and leaders.
- Use a centralized platform to track tasks, training, and feedback.
- Schedule regular check-ins during the first few weeks to answer questions and offer support.
Beyond Onboarding: Download your free compliance checklist
Onboarding is just the initial step toward fostering a productive and satisfied workforce. At WTS Energy, we recognize the importance of the need for continuous development and compliance with global standards. To support your efforts, we offer a free Global Employment Compliance Checklist, an essential tool that goes beyond basic onboarding.
We also offer Employer of Record (EOR) services to handle the complexities of employment compliance and management. Our EOR solutions provide onboarding, payroll, and benefits administration, allowing you to focus on the strategic aspects of your business. Talk to one of our experts today to find out how to streamline your operations.
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