Use this checklist to ensure your Onboarding system is properly configured before sending your first new hire through the process. Completing these steps will help create a smooth experience for both administrators and employees.

Confirm Administrator Access

• Verify who will manage onboarding configuration
• Confirm administrator permissions are assigned
• Add HR team members or administrators as needed
• Review user roles and access levels

Limit administrative permissions to users responsible for maintaining onboarding workflows.

Review Onboarding Workflow

• Review the default onboarding workflow
• Confirm steps align with your internal hiring process
• Identify which forms and tasks are required for new hires
• Determine the order in which items should be completed

Organizing tasks in a logical sequence helps new hires complete onboarding more efficiently.

Configure New Hire Forms

• Review available onboarding forms
• Add required company forms or policies
• Confirm compliance forms are included (such as tax forms or acknowledgements)
• Verify form completion requirements

Keep the number of forms manageable to improve completion rates.

Set Up Employee Tasks

• Add tasks new hires must complete
• Include company policies or handbook acknowledgements
• Configure document uploads if needed
• Confirm required vs. optional tasks

Clearly label tasks so new hires understand what is expected.

Configure Internal Tasks

• Create tasks for HR or hiring managers
• Add reminders for equipment setup, system access, or orientation scheduling
• Assign responsible team members to each task
• Confirm task due dates

Internal tasks help ensure nothing is missed before an employee’s first day.

Configure Welcome Communication

• Review the new hire welcome email
• Update messaging to reflect company tone and expectations
• Confirm login instructions are clear
• Verify contact information for onboarding support

A clear welcome message sets the tone for a positive onboarding experience.

Review Document & Policy Acknowledgements

• Upload employee handbook (if applicable)
• Add policy acknowledgement forms
• Confirm document visibility for new hires
• Verify required signatures or acknowledgements

Ensure policies are the most current version before assigning them.

Test the Onboarding Experience

• Send a test onboarding packet
• Complete tasks as a test employee
• Verify forms, tasks, and acknowledgements appear correctly
• Confirm notifications and reminders are working

Testing ensures your onboarding process works smoothly before sending it to real new hires.

Train Hiring Managers

• Explain their role in onboarding tasks
• Show how to monitor onboarding progress
• Review how to complete assigned tasks
• Set expectations for timelines and communication

Launch Your First Onboarding

• Send your first onboarding packet
• Monitor new hire task completion
• Follow up on outstanding tasks if needed
• Confirm employee information flows into Core HR (if applicable)

Continue Learning

• Explore additional Onboarding training resources in Arcoro Learning
• Attend upcoming training webinars
• Review advanced workflow configuration options
• Reach out to support or training if assistance is needed

Congratulations!

Your onboarding system is ready to deliver a consistent and efficient new hire experience.