# Employee Onboarding Checklist > A detailed remote employee onboarding checklist covering account setup, introductions, reading list, and first-project milestones. Organized by week with completion checkboxes. Source: https://buildpdfs.com/templates/employee-onboarding-checklist Category: Business A detailed remote employee onboarding checklist covering account setup, introductions, reading list, and first-project milestones. Organized by week with completion checkboxes. ## What's included - Week 1: account setup, tool access, and meet-the-team schedule - Week 2–4: shadow sessions, planning meetings, and first small project - "By end of week 1 you should know..." success criteria checklist - Reading list with links to key internal docs - Manager and HR action items alongside new hire tasks ## Sample content Helix Software New Hire Onboarding Welcome to the team Your First 30 Days. A complete guide to your first month at Helix — what to do, who to meet, and how to know you're succeeding. Role Content Marketing Manager Manager Sarah K., VP Marketing Start Date May 4, 2026 Department Marketing Before Day 1 Week 1 Weeks 2–4 Success Milestones Welcome to Helix Before You Start Hey — we're genuinely excited you're joining. The Marketing team is small (5 people), moves fast, and has real ownership over how Helix tells its story. Your work will matter from Day 1. This checklist is your guide for the first 30 days. It's not a rigid script — it's a starting point. If you finish something early, great. If something takes longer, that's okay too. Talk to Sarah. The goal is that by the end of week four, you know what's working, you've shipped something, and you have a clear picture of what you want to build in the next 60 days. ##### Before Day 1 — IT Will Send You You should receive invitations to all of the below before your start date. If anything is missing by May 2, email ops@helixsoftware.io. Google Workspace (Gmail + Drive) Slack Workspace Notion (Company Wiki + Marketing) 1Password (Password Manager) Figma (View Access) HubSpot (Marketing CRM) ##### Before Day 1 — You Should * Accept all tool invitations and set up 1Password Create a strong master password. Store it somewhere offline as backup. Action * Read "About Helix" in the company Notion wiki \~20 minutes. Gets you the basics before Day 1 conversations. Read * Confirm your start time with Sarah (sarah.k@helixsoftware.io) Default is 9:30am ET on May 4\. Confirm at least 2 days before. Action Week 1 Checklist Days 1–5 Day 1 * 30-min IT setup call — get all tools confirmed, Zoom working, Slack profile set up with photo Action * Meet your manager Sarah K. — 60-min welcome conversation Talk through your onboarding plan, ask questions, establish communication norms. Meet * Virtual orientation / office tour via Zoom with the full Marketing team Meet * Read the company wiki — "How We Work" section + Marketing team space Read Days 1–3 · Schedule These 1:1s * Tom — Head of Content Content strategy, current priorities, editorial process 30 min * Priya — SEO Lead Organic strategy, keyword priorities, current content gaps 30 min * Dev — Demand Gen Manager Paid channels, conversion goals, how content feeds into demand gen 30 min * Marcus — CS Lead Customer language, common objections, expansion story 30 min * Rachel — Product Marketing Positioning, messaging framework, launch cadence 30 min By End of Week 1 · Read & Review * Read the last 6 months of published blog posts (all of them) Note: tone, topics, what's working, what feels off. You'll need this perspective in Week 2. Read * Audit the current content calendar — what's planned, what's overdue, what's missing Audit * Read the ICP document and messaging guide (in Notion → Marketing → Strategy) Read * Read the last 3 campaign performance reports (Notion → Marketing → Reports) Read Weeks 2–4 Deepen & Begin Contributing * Shadow at least 2 customer calls (with CS team) Listen for how customers describe the problem Helix solves — in their words, not ours. Take notes. Shadow * Attend the weekly content planning meeting Week 2: observe. Week 3: contribute. Week 4: start to shape the agenda. Attend * Draft your first piece of content (low-stakes — your choice of format) This is for feedback, not publication. The goal is to see how you think and write, not to get it perfect. Draft * Set your 30/60/90 day goals with Sarah Come to this meeting with a draft. Sarah will collaborate, not hand you a list. Meet * Complete the async Company Values Workshop (Notion → People → Onboarding) \~1 hour. Optional but strongly encouraged — it's actually good. Async ##### By End of Week 4 — You Should Know Must Know 01 Our 3 ICPs by name, job title, and primary pain point — without looking it up Must Know 02 The top 5 performing content pieces and why they performed — based on actual data Must Know 03 Who owns what in Marketing, and who to loop in for which decisions Key People & Tools Reference ##### Your Team at a Glance | Name | Role | Slack Handle | Go to for... | | -------- | ----------------- | ------------ | ------------------------------------------------ | | Sarah K. | VP Marketing | @sarah.k | Decisions, strategy, escalations, your manager | | Tom | Head of Content | @tom.h | Editorial, writing feedback, publishing workflow | | Priya | SEO Lead | @priya.s | Keywords, ranking, on-page optimization | | Dev | Demand Gen | @dev.m | Paid, email, conversion optimization | | Rachel | Product Marketing | @rachel.t | Positioning, launches, competitive intel | | Marcus | CS Lead | @marcus.w | Customer stories, renewal signals, feedback | ##### Tools & Access Status G Google Workspace Email, Docs, Drive, Calendar IT Sends S Slack Async comms. Main: #marketing, #content IT Sends N Notion Docs, wiki, content calendar, OKRs IT Sends H HubSpot CRM, email marketing, campaign tracking IT Sends F Figma Design assets (view access only to start) IT Sends 1P 1Password Shared team credentials. Set up Day 1. IT Sends ##### Frequently Asked First-Week Questions QWhat if I have a question and don't know who to ask? Post in #marketing on Slack or message Sarah directly. There are no dumb questions in week one — there are only answers that save you time. QDo I need to be at my desk during core hours? Core hours are 10am–3pm in your time zone. Be responsive on Slack during that window. Outside of that, structure your day however you work best. QWhen do I get access to everything I need? Most tool access comes via IT before Day 1\. Some permissions (like HubSpot report access) are added by the team in week 1\. Flag anything missing to @it-help in Slack. QIs it okay to ask clarifying questions in meetings? Yes — always. You're new. Clarity beats assumptions. Most meetings go better when someone asks the obvious question. QWhat does success look like at the end of month one? You know your team, you know the product and the ICPs, you've shipped one piece of content (even if small), and you have a 30/60/90 plan drafted. That's a strong month one. ## Frequently asked questions ### What should an employee onboarding checklist include? A complete onboarding checklist covers: account and tool setup, introductions to key teammates, reading list of internal docs, first-week schedule, and first-project deliverable. Separate tasks for the new hire, their manager, and HR. ### How long should onboarding last? The formal onboarding period is typically 30–90 days, but the first week is the most critical. This template focuses on week-by-week milestones through the first month. ### Is this onboarding checklist template free? Yes — free to customize. Describe your team, tools, and process to the AI and it will create a tailored onboarding checklist. [Use this template](https://buildpdfs.com/signup?templateId=employee-onboarding-checklist) — free, no credit card required.