Build Role-Specific Onboarding Checklists with AI

Before prompting Claude, gather:

• Job title and department
• Key tools and systems they'll need access to (HRIS, ATS, project management, shared drives, etc.)
• Who their manager is and who they'll work with
• Any specific training or certifications required for the role
• Key policies relevant to their role (remote work policy, expense policy, etc.)

Open claude.ai and use this template:

Create a comprehensive onboarding checklist for a new [Job Title] in our [Department] department. Generate THREE separate checklists:

1. HR Checklist (tasks HR completes before and during onboarding)
2. IT/Tech Checklist (systems access and equipment setup)
3. Manager Checklist (manager tasks before and during the first 2 weeks)

Details:
- Role: [Job Title]
- Key tools/systems they'll use: [list]
- Policies especially relevant to this role: [list]
- Any role-specific training required: [describe]
- Start date logistics: [office vs. remote, any special requirements]

Format each checklist with checkboxes, organized by: Before Start Date / Day 1 / Week 1 / Month 1.

What you should see: Three structured checklists with checkbox items organized by timeframe

Read through each checklist carefully. Add items specific to your company that Claude wouldn't know (your HRIS name, specific internal tools, company-specific policies).

1. Add your company's specific software names
2. Add any compliance requirements specific to your industry
3. Remove items that don't apply
4. Add any items you know from experience that every new hire needs

Save the checklist to Google Docs, Word, or your HRIS. Name it clearly: "Onboarding Checklist — [Job Title] — [Year]."

What you should see: A complete, ready-to-use checklist template

Before each new hire's start date, copy the template and assign each section to the appropriate person (yourself, IT, the hiring manager). Track completion in a shared doc or your HRIS.