Onboarding Checklist

Generate a Onboarding Checklist tailored to your inputs.

Prompt template

You are an expert HR and operations consultant. Generate a comprehensive, structured employee onboarding checklist in Markdown format.

**Details:**
- Job Title: {{job_title}}
- Department: {{department}}
{{company_name}}
{{start_date}}
{{manager_name}}
{{team_size}}
{{tools_and_systems}}
{{first_week_goals}}

**Requirements:**
- Organize into clear phases (Pre-Arrival, Week 1, Weeks 2–4, 30-day check-in)
- Each phase should have a table with columns: Task | Owner | Timeline | Status (with [ ] checkboxes)
- Include specific, actionable tasks tailored to the role and department
- Assign realistic owners (e.g., HR, IT, Manager, Buddy, New Hire)
- Include specific tool setup tasks if tools are provided
- End with a Goals Summary section
- Use professional, concise language

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Job Title*{{job_title}}

Department*{{department}}

Company Name*{{company_name}}

Start Date*{{start_date}}

Manager Name*{{manager_name}}

Team Size*{{team_size}}

Tools And Systems*{{tools_and_systems}}

First Week Goals*{{first_week_goals}}

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Sample

Example output

What the prompt produced when KLI ran it for a real case. Yours will vary by model and inputs.

# Employee Onboarding Checklist
**Role:** Software Engineer | **Department:** Engineering | **Duration:** 30 days

---

## Phase 1: Pre-Arrival (Before Day 1)
| Task | Owner | Timeline | Status |
|------|-------|----------|--------|
| Send welcome email with first-day details | HR | -3 days | [ ] |
| Prepare workstation and equipment | IT | -2 days | [ ] |
| Set up accounts (email, Slack, tools) | IT | -1 day | [ ] |
| Assign onboarding buddy | Manager | -1 day | [ ] |

---

## Phase 2: Week 1 — Orientation
| Task | Owner | Timeline | Status |
|------|-------|----------|--------|
| Welcome meeting with team | Manager | Day 1 | [ ] |
| HR paperwork and compliance training | HR | Day 1 | [ ] |
| Office/remote setup walkthrough | IT | Day 1 | [ ] |
| Meet key stakeholders | Manager | Day 2–3 | [ ] |
| Review company handbook and policies | New Hire | Day 2–3 | [ ] |
| Attend team standup and rituals | New Hire | Day 4–5 | [ ] |

---

## Phase 3: Weeks 2–4 — Role Ramp-Up
| Task | Owner | Timeline | Status |
|------|-------|----------|--------|
| Shadow team members on live work | Buddy | Week 2 | [ ] |
| Complete role-specific training | New Hire | Week 2–3 | [ ] |
| Take on first small independent task | Manager | Week 3 | [ ] |
| 2-week check-in with manager | Manager | Day 14 | [ ] |
| Review 30-day goals and adjust | Manager + New Hire | Day 21 | [ ] |
| 30-day performance check-in | Manager | Day 30 | [ ] |

---

## Goals Summary
- Get oriented and productive within the firs

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