Onboarding
New Employee Leave Onboarding Checklist
Ensure new hires understand their leave benefits and how to request time off.
21 total items19 required
Intended for: HR teams and managers onboarding new employees
Pre-Start Setup
- Set up employee in leave management systemRequired
- Configure correct leave policies based on location/roleRequired
- Enter hire date for accrual calculationsRequired
- Assign to correct manager for approvalsRequired
Day One Communication
- Provide written leave policy summaryRequired
- Explain PTO/sick leave accrual ratesRequired
- Clarify waiting period before leave can be usedRequired
- Review holiday scheduleRequired
- Explain how to submit leave requestsRequired
System Training
- Show how to check leave balancesRequired
- Demonstrate leave request processRequired
- Explain approval workflow and timelinesRequired
- Show calendar integration (if available)
- Test submitting a practice request (optional)
Policy Acknowledgment
- Employee acknowledges receipt of leave policyRequired
- FMLA rights notice provided (if applicable)Required
- State-specific leave notices providedRequired
- Documentation filed in employee recordRequired
Manager Notification
- Manager informed of new employee's leave eligibilityRequired
- Manager knows waiting period end dateRequired
- Manager can access approval systemRequired