Joining Checklist
Step-by-step onboarding tracker. Ensure all pre-joining, IT, and admin tasks are completed before the candidate's first day.
1
Pre-Joining & Admin2
IT Setup3
Documentation4
Final HandoverIT & Systems Setup
Track and assign hardware assets, official email creation, and software portal access for the new employee.
✓
Pre-Joining & Admin2
IT Setup3
Documentation4
Final HandoverDay 1 Documentation
Verify KYC documents, setup payroll banking details, and ensure company policies are signed.
✓
Pre-Joining & Admin✓
IT Setup3
Documentation4
Final HandoverFinal Handover & Summary
Assign team tasks, review overall onboarding status, and generate the final joining report.
✓
Pre-Joining✓
IT Setup✓
Documentation4
HandoverManager Handover & Training
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Name Pending...
DOJ: - | Dept: -
Onboarding Summary
Candidate Information
- Designation: -
- Email (Personal): -
- Mobile: -
- BGC Status: -
IT & Asset Setup
- Official Email: -
- Laptop Assigned: -
- Asset Tag: -
- Portal Access: -
Compliance & Payroll
- KYC Documents: -
- Bank Setup: -
- NDA Signed: -
- Policy Sign-off: -
