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New Job First Week Checklist: 50 Items

A first-week onboarding checklist for new employees focused on access, payroll and benefits, role expectations, relationships, communication norms, current priorities, documentation, security, and a clear 30-day plan. The objective is not to master the job in five days; it is to build the context and systems needed to learn quickly without missing important administrative steps.

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50 items United States EN

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Checklist

50

📄 HR & Employment Setup

Complete required employment forms
Confirm payroll information
Review benefits enrollment deadlines
Review employee handbook
Review timekeeping and attendance process
Confirm emergency contact information

💻 Technology & Security

Activate email
Activate required work systems
Set up multi-factor authentication
Review password and security policies
Set up approved communication tools
Request missing permissions
Know the IT support process

👤 Meet Your Manager

Clarify role purpose
Clarify first-week priorities
Clarify 30-day expectations
Ask how success is measured
Ask preferred communication style
Ask how often 1:1 meetings occur
Clarify decision-making authority

👥 Meet the Team

Meet immediate teammates
Understand who owns which responsibilities
Identify key cross-functional partners
Learn who approves common requests
Save important contact channels
Note recurring meetings

🧠 Learn the Work

Review current projects
Review team goals
Read key documentation
Learn standard workflows
Learn file and storage conventions
Understand customer or stakeholder context
Identify acronyms and terms to learn

🗓️ Tools & Calendar

Organize calendar
Subscribe to required team calendars
Set working hours and time zone
Configure notification settings
Bookmark core systems
Create personal notes and task system

📝 Questions & Documentation

Keep a running question list
Write down processes as you learn them
Confirm rather than guess on high-impact tasks
Document names and responsibilities
Capture decisions from onboarding meetings

✅ End-of-Week Review

Meet manager for a check-in
Summarize what you learned
Confirm next week's priorities
List unresolved access issues
Identify 2-3 early wins
Build a simple 30-day learning plan

Complete Guide

Prepare the basics before the first day

Confirm start time, location or remote login, contact person and any required identification. Review instructions for equipment and onboarding documents. Do not send sensitive records through unverified messaging links.

Understand your role and first-week priorities

Ask your manager which tasks matter most now, how success will be measured and who approves work. Distinguish urgent assignments from material that can be learned over the next several weeks.

Learn the tools and information channels

Set up accounts through authorized IT procedures, enable appropriate security and learn where projects, policies and meeting notes live. Ask before installing apps or sharing company information externally.

Build useful working relationships

Introduce yourself to colleagues and learn who owns each process. Take notes on names and responsibilities without pressuring others for immediate availability. Clear questions early often prevent repeated mistakes.

Observe team routines and expectations

Pay attention to meeting etiquette, response times, approval rules and how progress is reported. Avoid assuming that customs from your previous workplace apply here; ask for clarification when practices differ.

Document questions and early wins

Keep a short list of tasks completed, blockers, useful resources and questions for your manager. Share concise updates without overstating progress or claiming ownership of work others completed.

Review the first week together

End the week by confirming next priorities, training needs and any unresolved access issues. Reorder the checklist based on your actual position and company policies, not a universal onboarding script.

A related checklist is available in the Send Listy library.

See also: Job Interview Checklist

Frequently asked questions

What should I confirm before starting?

Start time, location, contact person and the documents or equipment requested.

Should I ask many questions in week one?

Ask focused questions, keep notes and check available documentation first.

How do I choose first-week priorities?

Confirm them with your manager rather than inferring them from a job title alone.

Can I use my personal accounts for work?

Follow company IT and security policies; do not share work data through unapproved services.

What notes are worth keeping?

Contacts, procedures, tasks, decisions and unanswered questions.

What should I do at the end of week one?

Review progress, blockers and the next steps with your manager.

Suggested Sources

  1. UC Berkeley People & Culture — New Employee First-Week Checklist

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