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Onboarding an employee or contractor

Checklist · Checklists Free Checked: October 2026

What to prepare before the first day, and what to do on day 1, week 1, month 1 and day 90.

What it is

An onboarding structure for a small team: separate accounts, a "Start here" folder, rules for data and AI, first tasks and 90-day goals. It works for an employee and for a freelancer on a long project.

  • Team
  • Contractors
  • Processes

Text to copy

Checklist
BEFORE DAY ONE
- [ ] Separate accounts: email, chat (Slack or Teams), file storage, any AI services they need
- [ ] A signed agreement covering confidentiality and who owns the work product
- [ ] A "Start here" folder is put together: about the company, the product, customers, brand voice, who owns what
- [ ] A short video walkthrough of the work tools is recorded (5-10 minutes)

DAY 1
- [ ] A 30-minute call: company goals, the person's role, how a typical week works
- [ ] You've shown the rules for working with data and AI (the "Data security when working with AI" checklist)
- [ ] They have access to the projects in the AI assistant, with instructions and context files
- [ ] A first small task they can finish in a day

WEEK 1
- [ ] The person walked the customer's path themselves: inquiry → purchase → receiving the product
- [ ] 2-3 tasks with a clear outcome and deadline
- [ ] A short daily update: done / blockers / plan
- [ ] At the end of the week, 15 minutes of feedback both ways

MONTH 1
- [ ] 90-day goals in numbers are agreed and written down
- [ ] The person runs their area without daily oversight
- [ ] They've added to "Start here" whatever a newcomer was missing

DAY 90
- [ ] Review: which goals were met, what got in the way, what changes
- [ ] Decision: continue, expand the role or end the engagement

Professions it helps

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Checked: October 2026