Employee onboarding SOP template

When to use it

Use it for every new starter, and hand the “Day one” section to whoever greets them.

1. Before day one

1. Send the offer letter and collect signed contracts.
2. Order the laptop, accounts and access cards.
3. Create email, chat and core tool accounts.
4. Assign an onboarding buddy and book their first week of meetings.
5. Send a welcome email with the start time, address and what to bring.

2. Day one

1. Welcome and office or remote tour.
2. Hand over equipment and confirm every login works.
3. Walk through the team handbook and key policies.
4. Lunch or a video call with the team.
5. Set up 1:1s with their manager.

3. Week one

1. Complete tool training for the systems they’ll use daily.
2. Shadow a teammate on a real task.
3. Agree 30/60/90-day goals with their manager.
4. Finish payroll, benefits and compliance paperwork.

4. First 90 days

1. Weekly check-ins with their buddy for the first month.
2. Review 30/60/90-day goals at each milestone.
3. Collect feedback on the onboarding itself and update this SOP.

Tips

• Record each tool walkthrough once with Startt and link the guides from this SOP, so training never depends on someone’s calendar.
• Give every task an owner. “HR” or “IT” is a team, not an owner.