Free template

Free onboarding checklist for frontline teams.

Everything a new team member needs in their first week, from day-one basics to their first real task.

Everything a new team member needs in their first week, from day-one basics to their first real task.

When to use it

From the week before someone starts until the end of their first week.

The checklist

Before day one

  • Contract and documents signed.

  • Workwear, tools and access prepared.

  • Accounts and apps set up.

Day one

  • Welcome and site tour.

  • Safety briefing.

  • Introduced to their lead and buddy.

First week

  • Shadowing on real work.

  • First task assigned and reviewed.

  • Questions and feedback check-in.

Use this template in Please Do It

Create a recurring task for each new starter, assigned to their lead, add these steps as a checklist, and ask for a photo when it’s done. The owner gets it automatically every time, and you see it’s finished without asking.

Frequently asked questions

How long should onboarding take?

The basics take a week. Feeling fully confident in the role usually takes a few months.

Start getting more done today.

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