Create an organized, consistent and welcoming onboarding experience for every employee you hire.
This customizable checklist helps managers and onboarding coordinators prepare for a hire, assign responsibilities, track completion and support the employee through their first 90 days. Its Jurisdiction Notes flag the legal steps that differ by province, territory or federal jurisdiction.
Instant download · Lifetime access · Word + PDF (11 pages). The Word file is fillable; the PDF is print-and-write. Included with Pro and Team memberships.
What’s Included
- Employee details, including province or territory of work and whether the employer is provincially or federally regulated
- Before the first day: offer, written job information, records, system access, equipment and first-week schedule
- First day: health and safety orientation before work begins, WHMIS where needed, SIN and TD1, employment standards information and payroll setup
- First week: orientation, role-specific and required safety training
- 30-, 60- and 90-day check-ins, including documents with a 30-day deadline and an onboarding completion review
- Jurisdiction Notes with official sources
- 53 tasks, each with a tick box, an owner and a date, plus a 7-point completion review
- Notes, follow-up and acknowledgement sections
How to Use It
Before the start date, fill in the employee details, check the Jurisdiction Notes for where they work, remove tasks that do not apply and add role-specific ones. Assign owners and due dates, then record completion. Tick and type in the Word file, or print the PDF and complete it by hand.
Who It’s For
Small and growing Canadian businesses, provincially or federally regulated, that want a repeatable onboarding process. For hiring managers, business owners, HR professionals and onboarding coordinators.
Important note: This template provides general information and is not legal or HR advice. The legal rules in it were checked as of September 30, 2026; see the scope note in the checklist for where it applies. Review and adapt it for your workplace and the employment rules that apply to you.
