New Starter Checklist

Give every new employee a more organised, consistent start.

The JMRT New Starter Checklist is a practical onboarding template designed to help businesses manage the key tasks involved in bringing a new employee into the organisation.

From preparing equipment and system access before they arrive, through to first-week training and early performance reviews, the checklist gives managers a clear structure to follow and helps reduce the risk of important onboarding steps being missed.

It is ideal for small and growing businesses that want a professional onboarding process without needing a full HR system.

What’s included

The template includes a ready-to-use onboarding checklist covering:

• Pre-Start preparation

• First Day activities

• First Week onboarding

• First Month follow-up

• Probation and early performance reviews

  
  

The checklist comes pre-populated with practical onboarding tasks such as:

• Preparing contracts and employee information

• Setting up email and system access

• Organising equipment

• Preparing the induction schedule

• Introducing key colleagues and stakeholders

• Completing mandatory training

• Agreeing early objectives

• Reviewing progress at 30, 60 and 90 days

  
  

Stay on top of every onboarding task

For each task you can record:

• Responsible department

• Task owner

• Due timing

• Due date

• Current status

• Completion date

• Notes

  
  

Once the employee's start date is entered, the workbook automatically calculates suggested due dates for key onboarding activities.

The tracker also gives you a quick view of:

• Total onboarding tasks

• Tasks completed

• Overdue tasks

• Overall onboarding progress

  
  

Overdue items are automatically highlighted so managers can quickly see where action is needed.

30 / 60 / 90 Day Plan Included

The toolkit also includes a dedicated 30 / 60 / 90 Day Plan to help managers set clear expectations during the employee's first three months.

The plan is split into three stages:

Days 1–30 — Learn & SettleUnderstand the role, people, systems and immediate priorities.

Days 31–60 — Build ConfidenceTake greater ownership and build consistency in the role.

Days 61–90 — Perform & EmbedWork more independently, demonstrate contribution and agree the next stage of development.

You can record objectives, actions, owners, target dates, success measures, status and notes for each stage.

There are also dedicated sections for 30-day, 60-day and 90-day review conversations.

Fully customisable

The workbook includes a simple setup area where you can add your own:

• Task owners

• Departments

• Checklist categories

• Status options

You can keep the suggested onboarding tasks, remove anything that is not relevant or add your own business-specific requirements.

Who is it for?

Ideal for:

• Small businesses

• Growing businesses

• Line managers

• Team leaders

• Operations teams

• HR and People teams

• Owner-managed businesses

• Businesses introducing their first structured onboarding process

  
  

Digital Delivery

This is a digital product.

Your JMRT New Starter Checklist will be supplied electronically as an Excel workbook following purchase.

There is no physical product included.

Once delivered, simply save your own copy, customise the checklist to your business and start using it for your next new employee.

A better first impression. A clearer onboarding process. A stronger start.

JMRT Partners — Building Businesses That Last.