Staff & Contractor Onboarding Checklist | Excel Template

Never miss a step when bringing someone new into your business.

This interactive Excel checklist covers everything you need to do when taking on a new member of staff or contractor. Work through it in real time and mark each task as you go using the status dropdown.

What's covered:

• Before they start - contracts, right to work, bank details, and equipment
• Admin and system setup - email, payroll, tools, and shared drives
• Policies and compliance - health and safety, GDPR, confidentiality, and more
• First day and first week - introductions, role brief, tasks, and check-ins
• Settling in - 30-day review, feedback, and training needs

Works in Excel and Google Sheets. Download and start using straight away.