Employee onboarding and offboarding checklist - UK

Pre-start
- Complete right-to-work check and save evidence.
- Issue employment contract or written statement.
- Collect payroll, tax, pension, and emergency contact details.
- Prepare equipment, software access, location, and rota.
- Set leave year, working pattern, holiday allowance, and approver.

Day one
- Welcome meeting with manager.
- Team introduction and first-week plan.
- Explain holiday, sickness, absence reporting, and clock-in process.
- Confirm health and safety basics.
- Confirm data protection and core policy acknowledgements.

Week one and month one
- Check system access and training completion.
- Confirm role expectations and probation goals.
- Schedule manager check-ins.
- Record any adjustments, equipment needs, or support actions.

Offboarding
- Confirm final working day, notice, and final pay details.
- Calculate accrued holiday taken or owed.
- Remove access to HR, email, documents, finance, and premises.
- Recover equipment, keys, cards, uniforms, and company property.
- Complete handover and optional exit interview.