Create an Employee Onboarding Checklist
6. Small Business Essentials (Documents & Operations)
⏱ 20 minutes min
📊 Beginner
Objective
Build a first-week checklist to make new hire onboarding consistent and welcoming.
Materials Needed
- AI chat tool
- Details about the role being onboarded for
Step-by-Step Instructions
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1
Describe the role and what a new hire needs to learn in their first week.
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2
Prompt: 'Create a first-week onboarding checklist covering paperwork, training, introductions, and first tasks.'
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3
Ask the AI to add a short welcome message template to send before their first day.
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4
Ask for 3 questions to check in on how their first week went.
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5
Save the checklist as a reusable template for every new hire.
Instructor TipEven solo business owners benefit from this if they plan to hire a first employee or contractor soon.
TakeawayA consistent onboarding checklist reduces new-hire confusion and turnover in the critical first weeks.
Tools Used
- ChatGPT
- Claude.ai