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EDITABLE WORKSHEET · FUNDAMENTALS
Onboarding readiness checklist
Verify that a new employee can actually begin the required work.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
Laptop delivered is incomplete if the person cannot access required systems.
See the completed worksheet example
- Role expectations and approval conditions
- Role brief and employment terms approved; required clearances remain explicit conditions.
- Required access tested
- Training sign-in works, but one required permission remains blocked.
- Manager and support contacts
- Manager Jordan; support contact Taylor; use fictional names and no private contact details.
- First-week learning priorities
- Learn the handoff process and practice one fictional escalation.
- Blocked dependencies and owners
- Technology owner resolves the permission gap before dependent work begins.
- End-of-week review evidence
- New hire demonstrates where to route a scenario and how to request help.
Offline formats
This worksheet is page 11 of the 27-worksheet collection.