Part of the HR templates hub. It is free, printable and placeholder-based — read it here, copy the block, or use the print/save-as-PDF button. For the wider practice, see the related employer-operations guides and the HR metrics it supports.
Template overview
Where the onboarding checklist spans 90 days, this one zooms in on the practical readiness: access, equipment, accounts, paperwork and the first-day basics. It is the operational counterpart to the broader onboarding plan.
When to use it
- Preparing for a starter’s first day.
- Coordinating IT, facilities and HR setup tasks.
- Making sure nothing practical is missing on day one.
Who it is for
- Managers and coordinators preparing for a starter.
- IT and operations handling setup.
- HR running first-day logistics.
Template structure
- Accounts and access — systems, email, tools.
- Equipment — hardware and workspace.
- Paperwork — required documents (generic).
- First-day basics — schedule, contacts, welcome.
Printable template
Copy the block below and replace every [bracketed] placeholder. It contains no real names or data — adapt every part to your situation.
Example (placeholder version)
An illustrative version using placeholders only — it shows the kind of content each part holds, with no real employee or company data.
Customisation guidance
- Keep it to practical readiness — the broader plan lives in the onboarding checklist.
- Assign one owner so setup tasks are not split and dropped.
- Adapt access and equipment to the role and location.
- Reference paperwork generically; confirm required documents with qualified professionals.
Common mistakes
- Discovering missing access or equipment on day one.
- No single owner for setup.
- Duplicating the full onboarding plan here instead of staying practical.
- Forgetting remote-starter logistics.
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Export, edit and share documents
Once you have filled in this template, you can export, edit, sign, store and share it as a PDF with the HELPERG PDF Editor — handy for sending a finished document or keeping a clean record.
Free, printable HR resources
Every template here is free and ungated. Grab the matching downloadable checklists too — no signup.