👥 Human Resources

Employee Onboarding SOP Template

Complete guide for onboarding new team members

12 steps · ~36 min estimated

Steps

1

Step 1

Send welcome email with first-day instructions

2

Step 2

Prepare workspace and equipment

3

Step 3

Create accounts (email, Slack, tools)

4

Step 4

Schedule orientation meeting

5

Step 5

Complete I-9 and tax forms

6

Step 6

Set up direct deposit

7

Step 7

Review company policies and handbook

8

Step 8

Introduce to team members

9

Step 9

Assign onboarding buddy

10

Step 10

Set up first week training schedule

11

Step 11

Complete security training

12

Step 12

Schedule 30-day check-in

About This Template

This Employee Onboarding SOP template provides a structured, step-by-step framework for your human resources team. Each step is designed to be clear enough for someone performing this process for the first time.

You can use this template as-is or customize it for your organization's specific tools and workflow. For the best results, document each step using QuickSOP's Chrome Extension — it will automatically capture screenshots and generate a visual, interactive SOP that's easier to follow than text-only instructions.

This template includes 12 steps with an estimated completion time of approximately 36 minutes. Review and update this SOP quarterly or whenever the underlying process changes.

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