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Onboarding checklist template

Pick your onboarding type and get a tailored, checkable checklist — from before day one through the first 90 days. Copy it to Notion in one click. Free, no signup.

Pick your onboarding type

General new-hire onboarding for an in-office or hybrid role.

New employee onboarding checklist

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Before day one

Pre-boarding

First day

Welcome & setup

First week

Orientation & ramp

First month

Ownership

First 90 days

Reviews & goals

Get all 5 checklists as one doc

Every checklist — employee, remote, customer, support, and manager — in a single Markdown file you can paste straight into Notion, Google Docs, or your project tool. Yours to keep and customize.

Free. No spam, only the checklists.
The guide

Building an onboarding checklist that works

The best onboarding starts before day one and runs for a quarter, not a morning. Here's the structure every good checklist shares, why the 30-60-90 plan matters, and how to adapt it for employees, customers, and support hires.

The five phases

Whether you're onboarding a new hire or a new customer, the arc is the same: prepare before they arrive, set them up, ramp them, hand over real ownership, then review. The generator above fills each phase with concrete items for the type you pick.

  1. 01Before day onePaperwork, accounts, equipment
  2. 02First daySetup, intros, first 1:1
  3. 03First weekTraining, shadowing, first task
  4. 04First monthA real project, mid-point check-in
  5. 05First 90 days30/60/90 reviews and goals

Why the 30-60-90 plan matters

The last two phases are the 30-60-90 day plan: learn in the first 30, contribute with support through 60, and own work independently by 90. It's the difference between an onboarding that stops once the laptop is set up and one that actually gets someone to full productivity. Set the milestones together in week one so there are no surprises at the 90-day review.

Onboarding customers, not just employees

Customer onboarding follows the same arc — welcome, setup, training, first value, ongoing check-ins — and the fastest version is the one customers can do without waiting on you. A self-serve help center with an AI agent trained on your docs answers the setup and how-to questions instantly — so your kickoff calls focus on goals, not password resets. Pick the Customer onboarding checklist above to see that flow end to end.

Selvo Help Center + AI Agent

Onboarding customers, not just employees?

A self-serve help center with an AI agent answers the “how do I…” questions new customers ask in their first week — instantly, around the clock, citing your docs. The same idea as a buddy on day one, for every account.

See how Selvo Help Center works

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Questions about onboarding checklists

What should be on an onboarding checklist?
A good onboarding checklist covers five phases: before day one (paperwork, accounts, equipment, a welcome email), the first day (setup, team intros, a manager 1:1), the first week (training, shadowing, recurring 1:1s, a first small task), the first month (a real project and a mid-point check-in), and the first 90 days (30/60/90 reviews and goals). The generator above fills each phase with realistic, ready-to-use items for the type of onboarding you pick.
Is this onboarding checklist template free?
Completely. Picking a checklist, checking items off, and copying it as Markdown are all free with no signup. The only thing we ask for an email on is the optional one-click download of all five checklists as a single doc you can keep.
How do I use the checklist in Notion or Google Docs?
Click "Copy as Markdown" and paste it straight into Notion, Google Docs, or any Markdown editor — the items come through as checkboxes you can tick off. Or use the email download to get all five checklists as one Markdown file. There's no proprietary format to wrestle with.
What is the 30-60-90 day onboarding plan?
A 30-60-90 day plan breaks a new hire's first three months into three milestones: the first 30 days focus on learning (the role, the tools, the team), days 30-60 shift to contributing on real work with support, and days 60-90 move toward owning projects independently. It's the back half of a full onboarding checklist — the "first month" and "first 90 days" phases above map directly onto it.
How long should onboarding take?
Most HR experts agree onboarding should run at least three months, and many extend it to six or even twelve. The paperwork and setup happen in the first week, but real onboarding — ramping to full productivity and building relationships — takes a quarter or more. That's why a good checklist runs from before day one through the first 90 days rather than stopping after the first week.
What's the difference between employee and customer onboarding?
Employee onboarding gets a new hire set up, trained, and productive in their role. Customer onboarding gets a new account set up, trained, and to first value with your product. They share the same arc — welcome, setup, training, first win, ongoing check-ins — which is why this tool offers both. If you onboard customers, a self-serve help center with an AI agent answers their setup questions instantly, so your team's onboarding calls can focus on goals instead of how-tos.

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