Illustrative working sample · People Setup

Onboarding checklist

A starter checklist for the people responsible for a new joiner. Keep personal details and employment documents inside your own approved systems.

Quantum Leaps / Working exampleAdapt to your context

01 / Before the first day

  • Manager: agree role outcomes and the first-week schedule.
  • Operations: confirm approved equipment and system access with the right owners.
  • People owner: share joining information through the approved channel; nominate a buddy.

02 / First day

  • Explain the business, team responsibilities and where to ask for help.
  • Walk through the applicable handbook and workplace processes.
  • Confirm access works; explain confidential information and acceptable handling.

03 / First week

  • Manager and joiner: agree the 30-60-90 day plan and feedback rhythm.
  • Buddy: introduce key colleagues and day-to-day ways of working.
  • People owner: check for unresolved questions and access issues.

04 / First-month review

  • Discuss progress against agreed outcomes and identify support needed.
  • Ask what was confusing in onboarding and improve the checklist.
  • Record owner, due date and completion evidence for outstanding actions.

Illustrative starter material. No client or candidate information is included. Keep completed documents in your own approved systems.