Starting a new job is both exciting and nerve-wracking. These checklists and templates will help you stay organized, make a great first impression, and set the foundation for a successful career at your new workplace.
Documents and Essentials:
ID proofs and employment documents (if required).
Bank details for payroll (if needed).
Any certifications or licenses required for your role.
Workspace Tools:
Laptop or notepad (if requested to bring your own).
Stationery like pens, a small notebook, or sticky notes.
Personal Readiness:
Know the exact time and location (physical or virtual meeting link).
Check the dress code (formal, business casual, or other).
Prepare a short self-introduction.
Sleep early and plan your commute to avoid delays.
Arrival and Introductions:
Arrive 10–15 minutes early to make a punctual first impression.
Introduce yourself confidently to your manager, team, and colleagues.
Note down everyone’s names (use a notebook or phone if needed).
Orientation and Onboarding:
Attend HR or onboarding sessions to learn about company policies, tools, and benefits.
Familiarize yourself with important processes (time tracking, expense submissions, etc.).
Role-Specific Clarity:
Ask about your short-term and long-term responsibilities.
Learn about key tools, projects, and deadlines related to your role.
Identify who you can approach for help.
Workplace Setup:
Set up your workstation (physical desk or virtual tools).
Get access to email, calendars, and communication platforms (e.g., Slack, Teams).
Familiarize yourself with shared resources (e.g., drives, software, intranet).
End-of-Day Tasks:
Thank your manager and teammates for their support.
Clarify next steps or expectations for the week.
Reflect on your day and note down key takeaways or questions.
In Person:
"Hi, I’m [Your Name], and I’ve just joined as [Your Role] in the [Department] team. My background is in [briefly mention relevant experience or skills]. I’m excited to contribute to [specific goal or project focus] and to work with you all. Feel free to share any tips for navigating this workplace!"
Virtual Teams (via Email or Chat):
Subject: Excited to Join the Team!
Hi Team,
I’m [Your Name], and I’m thrilled to join as [Your Role]! I bring [brief experience or expertise] and am looking forward to contributing to [specific team goals]. Please feel free to reach out if you’d like to connect or share any advice for a smooth start here.
Best regards,
[Your Name]
| Topic | Example Questions |
|--------------------------|-----------------------------------------------------------|
| Role Expectations | "What are the key priorities for my first month?" |
| Team Collaboration | "How does the team typically communicate or share updates?"|
| Success Metrics | "What does success look like in my first 90 days?" |
| Resources and Tools | "Are there specific tools or training resources I should explore?" |
| Feedback Process | "How often do you provide feedback, and how can I ensure I’m aligned with your expectations?" |
| Category | Things to Remember |
|---------------------------|-------------------------------------------------------|
| Introductions | [List names and roles of people you met] |
| Role Responsibilities | [Note down specific tasks or projects assigned] |
| Tools and Resources | [Write down tools you need to learn or access issues] |
| Questions for Tomorrow | [Write questions for your manager or teammates] |
| Day | Tasks/Meetings | Notes |
|---------------|------------------------------------------|-----------------------------------|
| Day 1 | Introductions, onboarding, manager sync | Learn team structure, tools setup|
| Day 2 | Team meeting, explore tools | Take notes on project workflows |
| Day 3 | Shadow team members, learn key tasks | Ask about task priorities |
| Day 4 | Start working on assigned tasks | Focus on meeting expectations |
| Day 5 | Review week progress with manager | Discuss feedback and next steps |
If you're a manager or HR professional welcoming a new hire:
Subject: Welcome to the Team, [Name]!
Hi [Name],
We’re excited to have you join us as [Role]! On your first day, you’ll:
- Meet your manager and team members.
- Attend an orientation session at [time/location].
- Receive access to [tools/software/platforms].
Feel free to reach out to [point of contact] for any questions. We’re here to support you every step of the way!
Best regards,
[Your Name]
| Task | Completed (Yes/No) | Notes |
|----------------------------------------|------------------------|----------------------------------|
| Set up computer and email access | | Include IT support contact info |
| Gain access to shared drives and tools | | Verify permissions for tools |
| Set up communication platforms | | Test Slack, Teams, or similar |
| Organize your desk/workspace | | Ensure ergonomic comfort |
Notion, Evernote, OneNote – For recording key takeaways and follow-ups.
Task Management:
Trello, Asana, ClickUp – To track your onboarding tasks and deadlines.
Communication Platforms:
Slack, Microsoft Teams, Zoom – Ensure you’re familiar with the tools your team uses.
Calendar and Scheduling: