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Home › 6. Small Business Essentials (Documents & Operations) › Create an Employee Onboarding Checklist

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

  1. 1

    Describe the role and what a new hire needs to learn in their first week.

  2. 2

    Prompt: 'Create a first-week onboarding checklist covering paperwork, training, introductions, and first tasks.'

  3. 3

    Ask the AI to add a short welcome message template to send before their first day.

  4. 4

    Ask for 3 questions to check in on how their first week went.

  5. 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