An onboarding package is everything the employer assembles for one hire, and it is more than the documents: the signed contract and handbook, the forms, the equipment and accounts ready on the day, the first-week schedule and the buddy, the training plan for the first month, and the thirty-day review booked. Each is a line on the checklist with an owner and a date. The onboarding checklist on this site prints the package sized to the role, and the contract tool, handbook template and review template print the documents, free and without an account.
The documents
Contract, handbook acknowledgment, tax and payroll forms, eligibility verification, equipment record, employee ID. Signed and dated before or on day one. The tools on this site print the first two with the hire's details.
The setup
Equipment ordered and tested, accounts created by role, access recorded, the desk or the shipping done. Each with an owner on the checklist, because the line with no owner is the one not done. The owner of each line tests it before the start date, because the account that was created but not tested is the one that fails on the morning.
The first month
The schedule, the buddy, the training plan with each session recorded, the first task, the weekly check-in. The thirty-day review booked on day one, with the review template on this site ready. The training record with the trainer and the date is what an insurer or a customer asks for after an incident.
The package as a record
Every line done and dated against the hire, exportable. HeadcountDesk Pro keeps it; the checklist and the tools print it. From the vendors' own pricing pages, cited below: Homebase lists its Essentials plan at $30 per location per month billed monthly or $24 billed annually, with unlimited employees, and a Basic plan at $0 for one location with up to 10 employees; BambooHR starts at $10 per employee per month for Core and $17 for Pro; Deputy's Core plan is $6.50 per user per month. HeadcountDesk Pro is $24 per month per location.
Questions people ask about onboarding package
How is a package different from a packet?
The packet is the documents; the package is everything, including the setup and the plan.
Who owns the package?
The manager; the lines are delegated with names.
Is the checklist free?
Yes, without an account.