Set your team up for success from day one with this beautifully designed New Hire Checklist Template, created by a CFO and operations professional with over a decade of HR and onboarding experience.

This fully editable checklist helps small businesses and nonprofits streamline their hiring process, ensure compliance, and create a consistent onboarding experience for every new employee. Whether you’re hiring your first team member or expanding your organization, this document provides the structure and flow you need to stay organized.

What’s Included:
• 1 Editable Microsoft Word (.docx) file
• 1 Printable PDF version (with watermark removed upon purchase)
• Pre-filled categories and tasks to guide the onboarding process
• Blank lines and space to add your own company-specific steps
• Clean, professional design with moss green headings and blush accents

Sections Included:
• Pre-Employment Preparation
• First Day Essentials
• HR & Payroll Setup
• IT Access & Equipment
• Training & Orientation
• Ongoing Integration Checklist

Features:
• Fully editable in Word — customize tasks, fonts, and colors
• Printable for manual use or digital filing
• Designed for small business owners, HR teams, and managers
• Professional branding consistent with By Jocelyn | Structure • Strategy • Flow
• Instant digital download — use immediately after purchase

Perfect For:
• Small businesses and startups
• Nonprofits and HR professionals
• Operations managers
• Virtual assistants and business consultants

File Details:
• File Type: Microsoft Word (.docx) + PDF
• Page Size: US Letter (8.5” x 11”)
• Language: English

Terms:
This is a digital download — no physical product will be shipped.
All templates are for personal or business use within your organization only and may not be resold or redistributed.

fillable employee form

New Hire Checklist Template