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Onboarding Checklist

AI-generated
Delamain
March 7, 2026 at 04:00 PM
hr, ops
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This is a living template. Clone it for each new hire โ€” Delamain will auto-fill their name, role, and start date based on the HR records.

New Team Member Onboarding

Welcome to Meridian! This checklist ensures every new team member has a smooth first 30 days. It's split into sections for IT, HR, and the hiring manager.


Before Day 1 โ€” HR & IT

  • โ˜ Send offer letter and employment contract
  • โ˜ Set up Google Workspace account (firstname.lastname@meridianpay.io)
  • โ˜ Add to Slack workspace and relevant channels (#general, #team-standup, role-specific)
  • โ˜ Order equipment โ€” MacBook Pro 14" + accessories
  • โ˜ Set up Linear account and assign to correct team
  • โ˜ Send welcome package (shipped or digital for remote)
  • โ˜ Add to payroll (Gusto) and benefits enrollment

Day 1

  1. 1.Welcome call with Alex Chen (30 min) โ€” company story, mission, culture
  2. 2.IT setup session with Marcus Johnson โ€” accounts, VPN, security keys
  3. 3.Team introduction in #general Slack
  4. 4.Read employee handbook (v2) โ€” link in Google Drive
  5. 5.Set up 1:1s with all direct collaborators

Week 1 โ€” Getting Up to Speed

  • โ˜ Complete security training (Drata platform, ~45 min)
  • โ˜ Review Q3 OKRs and understand team goals
  • โ˜ Shadow 3 customer calls (coordinate with Alex or sales team)
  • โ˜ Read product PRDs for current sprint
  • โ˜ Attend weekly standup (Monday 9am PT)
  • โ˜ 30-day goals defined with manager

30-Day Check-In

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Manager: schedule a 30-day check-in call. Review initial goals, gather feedback on the onboarding experience, and update this document with outcomes.

  • โ˜ 30-day goals reviewed and scored
  • โ˜ Feedback on onboarding collected (add to Notion form)
  • โ˜ Next 60-day goals set
  • โ˜ eNPS survey sent

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