New starter setup checklist
Give the manager and office team one record of the setup needed for a new colleague.
Use it to coordinate practical setup alongside your organisation’s employment and induction processes.
Edit the fields and wording, then type your answers or print.
Download PDFPrint and fill in by hand.
Free to use and adapt · 1 page · A4 · No signup
What’s in the form?
- Starter name, role, start date, manager and work location
- Eight practical setup tasks with owners and due dates
- Completion dates and request references
- Blocked tasks and the next useful action
Make it your own
Replace the example tasks in Word with the setup your organisation requires. Use request or ticket references for account work, assign an owner to each row, and record blocked tasks with a next step rather than marking them done.
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