brianggggg Onboarding Checklist
Generate a checklist tailored to the new hire's role, not a generic template.
Inputs needed
- Role/title and team
- Start date
- Manager name
- Whether the role needs elevated system access (finance, prod infra, customer data, etc.)
Process
- Start from the standard baseline: laptop/equipment, email + SSO, org-chart intro, benefits enrollment, first 1:1 with manager.
- Add role-specific items — e.g. an engineer needs repo/VPN access and a dev environment; a salesperson needs CRM access and territory assignment.
- If the role touches sensitive systems, add the corresponding access-request step rather than assuming standard equipment covers it.
- Group the output into before day one, week one, and first 30 days, each as a checkbox list.
- Flag any input you didn't get (e.g. no manager name) instead of leaving that step vague.