Contractor onboarding checklist
Move the start date. The plan follows.
Each item has an owner and a lead time in calendar days. Due dates are worked back from the start date, so changing the date moves every one of them. Mark an item Done and its segment on the day one ticket fills in.
Your checklist
Owners and lead times below are editable assumptions, not a standard. Replace them with how your team works.
Day one ticket
Set a date
Choose the contractor's start date.
Getting ready
Each segment is one checklist item.
Schedule by due date
| Due | Item | Owner | Status |
|---|
Due date = start date minus the item's calendar days before. Everything runs in this browser tab. Nothing is stored or sent, and reloading the page resets the plan, so export it if you want to keep it.
How the planner works
You pick the start date. Every item on the list has a lead time, counted in calendar days before that date, and the planner subtracts it to give you a due date. Move the start date and each due date moves with it, while the lead times you set stay put. The schedule sorts everything by due date so you can see what has to happen first.
When an item is actually ready, mark it Done. Its segment on the day one ticket fills in. Once every segment is full, the ticket reads Ready by and the start date. Until then it says Getting ready, because a checklist can only tell you what your team has confirmed, not what will happen.
What each input means
Start date is the contractor's first working day. Owner is the one person or team who answers for the item. Write a name if you can; "IT support" is a starting point, not an owner. Days before start is how early the item needs to be finished, in whole calendar days from 1 to 365.
The assumptions, and where they stop working
The default lead times are an example to edit, not an industry benchmark. A laptop that ships from a central depot may need far more than seven days. An account request that routes through a separate security approval might need a week on its own. Ask the people who own each step how long it really takes and put that number in.
The planner counts calendar days, so a due date can land on a weekend or a holiday. The weekday is shown next to each date so you can spot it and pull the item earlier. Items still open with a due date before today are marked Late.
When the plan looks right, print it, copy it into an email or ticket, or download the .ics file to add each due date to your calendar as an all day reminder. The file is built in your browser and nothing is sent to us.