No popups, No formatting. Just a bunch of quick, updated, copy and paste-able lists.


    List of Manager Onboarding Checklist

  • Check-ins (one month, three months, six months)
  • Company culture documents (include dress code, professional ethics, and the code of conduct)
  • Company’s recruiting/hiring process
  • Compensation and benefits documents
  • Conflict management trainings
  • Daily, weekly, monthly, quarterly goals/expectations have been reviewed
  • Department meeting flow and frequency
  • Department structure has been reviewed
  • Direct supervisor
  • Employee folder created (paper and/or digital)
  • Employee has been set up in your systems (payroll, scheduling, POS, etc)
  • Employee has complete W-9 and other employment documents
  • Employee has provided all relevant contact information
  • Employee has provided direct deposit/bank information
  • Employee has received a copy of the employee and management handbook
  • Employee has received welcome packet and training documents/manual
  • Feedback (things to review/work on)
  • “Give an overview of the company\\’s/brand mission and goals”,
  • How company/brands recognizes and rewards employees
  • Management job description and responsibilities have been reviewed
  • Manager performance review (3, 6,9 , and 12 months)
  • Manager software onboarding training
  • Motivation trainings
  • Other managers
  • Praise (positive feedback/boost confidence)
  • Questions and concerns (let new manager give feedback or ask questions)
  • Reviewed employee performance review process
  • Reviewed policies for employees (vacation, leave, confidentiality, remote work, request time off, sick days)
  • Set performance goals
  • Short and long term goals have been reviewed
  • Team
  • “Team budget and what it\\’s used for”,
  • Team management trainings
  • Time management trainings
  • Suggest an edit

    We welcome your help to keep this list updated and accurate.