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Starting a new job checklist

Have you just started your first job? Congratulations! You are on the right track to living a successful life.

Now is the time to ensure that you have all of your ducks in a row so that success follows you everywhere.

Here is our list of steps for starting a new job checklist from day one.

The importance of a starting a new job checklist

At first you may think you’re doing everything by feel, but soon you’ll find that the little details of your new job are extremely important. We want you to start your new job on the right foot and avoid any potential problems that could occur.

Just follow our simple steps, and you’ll be good to go. (The following is a suggested order of events, but feel free to tailor it to fit your own needs.)

Who can benefit from a starting a new job checklist?

Everyone! You might think that a starting a new job checklist is only for people who are fresh out of school, but it’s crucial to start this list even though you’ve been working in the industry for years.

The more specific your steps are, the more easily everything will run (and the lower the chance of any problems arising).

Our checklist is best suited to all:

  • people looking for a job
  • recent graduates starting their first job
  • people who have been in the industry a long time and are moving to a new company
  • new employees

Explore starting a new job checklist

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Starting a new job checklist

Before your first day, it’s a good idea to gather important information about the company, so you feel more confident and prepared. This includes learning about their history, what their core values are, and who their major competitors are.

Why is gathering company information important?

Knowing as much as possible about the company will help you better understand their culture and fit in. It’s also a good way to show your interest.

Data searching
Gathering important data

How to handle obtaining company information?

Before you start googling everything under the sun, take some time to think about what your most pressing questions are or which topics interest you.

Make a list of anything that comes up during research and find the answers during your first week on the job. That way, you can focus on settling in and getting to know your new employer.

Which tools can help you obtain company information?

  • The company’s website is a great place to start.
  • There’s usually a lot of valuable information in the "about" section, so be sure to skim over any text.
  • Check out social media platforms like Twitter and LinkedIn.

Find out how long it will take you to get from your house to the office.

Why is researching the commute important?

The last thing you want is to be late on your first day. Plus, it’s always good to know what to expect before having to make that journey often.

Commuting to work
Commuting to work could be tiresome or beneficial (source: vantagecircle.com)

How to handle rearching the commute?

Be punctual, check schedules, and allow yourself extra time to reach your destination.
If there are any delays caused by traffic or public transportation issues, etc., be sure that they won’t affect when or where you arrive. If you are driving, add a few extra minutes to avoid unnecessary stress.

Which tools can help you research the commute?

  • Google Maps is always a great resource for checking out the commute, and it can also help you plan your route.
  • The Walk Score website is another helpful tool. It tells you how walkable an area is, which is great if you’re looking to save on gas or public transportation costs.

Take a look at the clothes you plan to wear on your first day.

Why is wearing the right clothes important?

If you’re starting a new job in a professional setting (and even if not), it’s always best to err on the side of caution and dress professionally.

Starting a ^new job^ checklist
Proper dress code could help to look professional (source: bossjob.ph)

How to handle wearing the right clothes?

Make sure your clothes are clean, ironed, and in good condition.

If you’re not sure what to wear, or if there’s a chance that the company culture is more relaxed, it might be best to ask someone who already works there or do some research online.

Which tools can help to make sure you wear the right clothes?

  • Pinterest is a great resource for finding outfit ideas.
  • The company website might also have a style guide to help you out.

Do you remember school time and packing back the night before? This is the same idea.

Why is packing your bag important?

It’s best to have everything you need for the first day ready to go, saving time and reducing the chance of forgetting something important.

Preparing bag for work
To prepare means less stress (source: jobstreet.com.ph)

How to handle packing your bag the night before?

Pack everything you’ll need during the day, from your lunch to any required documents.
Take a water bottle and snacks too, if you get hungry later in the day. A notepad and pen might also come in handy.

Which tools can help you pack the night before?

  • A packing list is a great way to make sure you take everything.

This is something you shouldn’t forget about to avoid being late.

Why is setting an alarm important?

It’s always a good idea to have a reminder that tells you it’s time to wake up and/or to leave. Plus, this will help make sure that you’re not rushing around in the morning trying to get ready.

Alarm clock tips
Setting up an alarm importance for business (source: berightlight.com)

How to handle setting an alarm?

Set your alarm for the time you need to wake up and/or leave. Double-check that you chose the right time, as it’s easy to accidentally set your alarm incorrectly. It happens to the best of us.

If you have problems getting up, it’s best to set more than one alert.

Which tools can help you set an alarm?

There are many different alarm clock apps and websites that can help:

  • Alarmy.
  • Sleep Cycle.
  • The default alarm clock on your phone.
  • A traditional, analog alarm clock.

Take a deep breath.

Why is calming your nerves important?

Starting a new job can be stressful and nerve-wracking. You might feel nervous even if your last job went well, so it’s always good to have coping mechanisms in place for when the nerves come up.

liveagent tools
Being calm has its benefits

How to handle calming your nerves?

Breathe deeply and slowly. Focus on the air coming in through your nose and going out through your mouth.

Another option is to take a few minutes for yourself before you set off to work. This could be anything from reading or listening to music to walking your dog.

Make sure that you have something to help calm you down if needed, e.g. a yoga video, meditation app, or a book – whatever works for you.

In the morning, you might also want to exercise – sport is a great way to relieve anxiety.

Which tools can help calm your nerves?

  • Headspace.
  • Calm.com has a lot of articles and resources for calming down in the morning or before bedtime.

Getting up early gives you a chance to start the day slowly and calmly. You’ll also have time to eat breakfast and get ready without rushing.

Why is it important to get up early?

It’s always a good idea to give yourself extra time for the morning routine, even if you’re not used to waking up at this hour. Plus, it will help reduce your stress levels in case there are any unexpected delays.

Man working in the morning
Benefits of getting up early (source: inc.com)

How to handle getting up early?

If you go to bed early, you won’t have to worry about getting up first thing in the morning. Wake up about two hours before you need to leave. This will help give you enough time.

Which tools can help you get up early?

  • A walk in the morning to help wake up.
  • A caffeinated beverage if necessary.

Getting up early might be enough to give you a boost of energy, but it won’t last all day. Make sure that you have some food ready for the morning as well, otherwise you’ll feel hungry and sluggish by lunchtime.

Why is eating a proper breakfast important?

It helps give your body the required energy and fuel to start the day.

How to handle eating a proper breakfast?

Eat a big and healthy meal in the morning, even if you’re not usually a breakfast person. This could be anything from eggs to oatmeal or toast.

Starting a ^new job^ checklist
Being fit and productive by eating healthy

If you have time, prepare your breakfast the night before so that you can just grab and go in the morning. A banana or some granola bars are also good options that don’t take much time to prepare.

Which tools can help you to eat a proper breakfast?

  • There are a lot of great recipes for healthy breakfasts that you can make quickly without too much effort.
  • Health food blogs like Balanced Bites for ideas and inspiration.

Arriving early will give you a chance to get everything ready before the workday starts. In addition, starting sooner means there will be less pressure and stress for this first day of your new job. It also gives you a buffer for any unforeseen delays that may occur on your commute.

Starting a ^new job^ checklist
Arriving early to get everything ready (source: diatribe.org)

Why is arriving early important?

It’s always a good idea to give yourself some breathing room on the first day, especially if it’s the first time meeting your coworkers or boss.

How to handle arriving early?

Aim to arrive at least 30 minutes before your workday starts. This should give you enough time to get situated and comfortable in your new surroundings.

If necessary, you can also use this time to review your work instructions or training materials.

Which tools can help you arrive early?

  • Google Maps can help you find the best and the shortest route to your new workplace.

It’s always a good idea to make friends and connections with your coworkers on the first day, especially if you’re new. Introducing yourself can also help reduce stress as it will give you someone else to talk to.

Why is introducing yourself to everyone important?

It will be clear from your introduction that you’re a friendly, outgoing, and chatty person – an ideal coworker!

Helpdesk Templates
Good work relationships are key to new ideas

How to handle introducing yourself to everyone?

Introduce yourself as soon as possible. You can do it with a quick "Hello, my name is _" and then ask how everyone is doing – simple as that.

Just make sure not to monopolize their time by asking too many questions. If you aren’t comfortable talking on your own yet, you could wait to introduce yourself to a group of coworkers to allow for more casual conversation and questions.

Which tools can help you to introduce yourself?

  • There are some great icebreaker activities that you can use to get comfortable talking to others before your first day at work.
  • Introduce yourself via email or even a phone call if you prefer.

The team is one of the most important aspects of a job. Therefore, it’s essential to get to know them as soon as possible so that you can work together effectively.

Why is getting to know your team important?

It’s always beneficial to have a good relationship with your coworkers, since you’ll be spending a lot of time with them.

How to handle getting to know your team?

It’s best to introduce yourself and then begin chatting casually with them. This way, you can start building a relationship and get to know one another better without too much pressure or stress.

Team fist bumping over laptops
Good teamwork for better productivity

It’s also important not to isolate yourself on your first day at work if possible. It may be tempting when it’s busy for you to stay in your office and work on tasks alone, but try to take a break at lunch to eat with your coworkers. Again, building relationships with your new colleagues will make the transition process much smoother.

Which tools can help you get to know your team?

  • Follow their social media accounts for more information about who they are and what interests they have outside of work.

Your first day at work will be a bit overwhelming and stressful, but keep in mind that it won’t last forever.

The best thing you can do is take everything one step at a time while staying calm and positive throughout the day. If there’s something that you’re not sure about, ask a coworker or your boss for help.

It’s best to arrange a meeting with your hiring manager if possible.

Starting a ^new job^ checklist
Asking for a help is not a shame

Why is arranging a meeting with your hiring manager important?

A meeting with your hiring manager is a great way to build rapport with them. You can learn about company policies, procedures, and future projects so you know what to expect in the coming weeks or months.

Plus, it’s an opportunity to ask questions about your new job and get their advice on how you can be as successful as possible.

How to handle arranging a meeting with your hiring manager?

The first step is simply asking. It might sound scary at first, but try emailing them or chatting one-on-one during lunchtime when they’ll probably be in a more relaxed and conversational mood.

If you get the chance, ask about their favorite projects or typical tasks to show your interest and enthusiasm for learning new skills.

Which tools can help arrange a meeting with your hiring manager?

  • Email is the easiest way to request a meeting, just keep your message short and concise.
  • An internal chat tool.
  • A video call on Skype.

Learning about your position and job title is an integral part of starting a new job. You’ll need to understand what you’re responsible for, who you report to, and how that fits into the company’s big picture.

Why is learning about your position important?

It might feel overwhelming at first if there are too many moving parts, but it’s possible to excel in your new job if you take the time to understand everything that’s expected of you. What’s more, it’ll make asking questions and taking on new tasks less daunting.

it-team-responsibility-management-software-LiveAgent
Understanding responsibilities in work

How to handle learning about your position?

Your hiring manager should be more than happy to go over your job duties and responsibilities during your meeting. Don’t be afraid to ask any follow-up questions you might have.

But don’t forget to ask your colleagues too. They might have a different perspective or give you some tips on how to excel in your new role.

Keep in mind that there’s no shame in admitting that you don’t know something. Asking for help is better than trying to figure everything out on your own.

Which tools can help you learn about your position?

  • If you’re not able to meet with your hiring manager, try emailing them instead. This is a great way to clarify any questions you have about the position.
  • Evernote or OneNote to have access to information from any device and keep everything in one place. Plus, it’ll be easy to share with your colleagues if there’s ever a question about what you’re responsible for.

It’s not unusual for new employees to be unsure of their duties and responsibilities, especially if they have a lot of tasks on their lists. That’s why it’s essential to ask about applicable rules and regulations to know what you can or cannot do during your work.

woman sitting down in office at her desk working on laptop and taking notes
Working rules and regulations should be clear

Why is asking about applicable rules and regulations important?

This way, you’ll be able to avoid any potential problems and have a better understanding of your boundaries.

How to handle asking about applicable rules and regulations?

Your manager is the best person to ask for this type of information. They should give you a broad overview of what’s expected and what rules you need to be aware of.

If you have any specific questions, don’t hesitate to reach out to your HR department. They’re the experts when it comes to workplace policies and should help you out no matter what the question is.

Which tools can help you ask about applicable rules and regulations?

  • The company’s employee handbook. It should have all of the information you need and serve as a great starting point.

It’s never too early to start thinking about your career path. Discovering your options is one of the best ways to figure out what you want from a job.

Why is finding out what your career path is important?

It’ll be easier to stay focused and motivated if you know what you want from your current position. And if you’re not sure what you want, it’s an excellent opportunity to explore your options.

Starting a ^new job^ checklist
Long-term goals and career path

How to handle finding out what your career path is?

Your manager should give you an idea of what the company’s long-term goals are and what avenues might be open to you. You can also check out the company’s website for more information.

Which tools can help you find out what your career path is?

  • Company intranet or HR department.
  • An online career assessment tool is a great way to gain insights into your strengths and weaknesses. Plus, they can help you figure out which type of position might be the best fit for you.

It’s important to set goals for yourself, both short-term and long-term. That way, you’ll have something to work towards and will be able to track your progress along the way.

Why is it important to set goals?

Setting goals can help you stay focused and motivated in your current role. Also, you can track your progress and see how far you’ve come.

How to handle setting goals?

Your goals can be anything from learning a new skill to taking on more responsibility at work. It’s important to tailor them to your individual needs and wants.

Arrow pointing to the middle of the target
Setting clear goals

Come up with a list on your own and then share it with your career management. Your HR department might also be able to provide some guidance and career development tips based on the company’s long-term goals and vision for growth.

Which tools can help you set goals?

  • If you’re looking for some quick and easy tips, try using an app like Habitica or Strides.
  • Task management tools like Asana.
  • A career coach.
  • An online goal-setting tool like SMART to help you get started.
  • Find goal templates online for extra guidance.

The sooner you can get your insurance taken care of, the better.

Why do you need to take care of your insurance details?

Not only does this mean checking up on your health insurance to make sure that you’re covered, but it also means finding out what your dental and vision coverage looks like.

Insurance in work
Insurance could often get handy (source: velocityglobal.com)

How to handle taking care of your insurance details?

If you don’t have insurance, now is the time to start looking into your options. There are plenty of different policies available, and it’s a good idea to shop around before making any decisions (especially as costs can vary widely from plan to plan).

Employers often have a duty to provide you with health insurance coverage.

Which tools can you use to take care of your insurance details?

  • The best way is by making an appointment with the HR department for a quick session about insurance benefits.

Plan to carry out a 90-day review of your current position. This is the perfect time for you and your manager to sit down and assess what’s working well, as well as any areas where improvements can be made. Of course, your performance will also factor into how quickly you’ll advance in the company.

reporting dashboard in liveagent
Live Agent’s tasks review example

Why is conducting a three-month review important?

A three-month check-in session is a great way to make sure that you’re on the right track. It’s also usually enough time for your manager to get an idea of how well you work with specific teams, as well as your overall performance.

How to handle conducting a three-month review?

During your review, you might want to touch on: training, goals, projects, and how well you’re working with your team.

Which tools can help you conduct a three-month review?

  • If you’re looking for a more structured way to do things, try using a template like the Harvard Business Review. This will help make sure that you don’t forget anything important.
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Things to remember in a new job

  • Pay attention and show interest

It is vital to pay attention and show interest in the new job from day one. Your boss, coworkers, and any other people you meet in the company will appreciate your effort.

  • Have a positive attitude

A good attitude is critical in a new job. Therefore, you need to have a positive approach towards work and the people around you. This will help you feel more comfortable at work.

  • Meet deadlines

A new job requires you to meet deadlines, and making yourself a reliable colleague will increase your chances of getting a raise or a promotion in the future.

  • Manage your time

Time management plays a vital role in any workplace, but even more so when you start working at a new company. As such, it is crucial to set up a daily schedule that will allow you to stick to it and plan your time effectively.

  • Ask for help

Asking for help is one of the best ways to make an impression on your new colleagues and get them interested in helping you when needed. Therefore, from day one, ask all coworkers if they can help you with something or explain how things work in the company.

  • Establish clear work-life boundaries

Having a healthy lifestyle requires respecting work-life boundaries. As such, you should attempt to create clear boundaries between your personal and professional lives so that you can focus adequately on both when needed.

Summary of the starting a new job checklist

  • Obtain important company information
  • Research the commute
  • Wear the right clothes
  • Pack your bag the night before
  • Set an alarm
  • Calm your nerves
  • Get up early
  • Eat a proper breakfast
  • Arrive early
  • Introduce yourself to everyone
  • Get to know your team
  • Try to arrange a meeting with your hiring manager
  • Learn about your position
  • Ask about applicable rules and regulations
  • Find out what your career path is
  • Make a list of goals
  • Take care of your insurance details
  • Conduct a three-month review

Things to remember about in a new job:

  • Pay attention and show interest
  • Have a positive attitude
  • Meet deadlines
  • Manage your time
  • Ask for help
  • Establish clear work-life boundaries

Starting a new job checklist FAQs

How long should you take off before starting a new job?

It's generally recommended that you take a few days off before starting your new job, especially if you’re moving straight from another position. This will give you enough time to relax and prepare for the transition.

How should you dress when starting a new job?

It's essential to look your best on day one, particularly if it's the first impression you will be making. You can ask someone in human resources what the appropriate attire is or look on the company's website.

What should you not do on the first day of a new job?

There are a few things you should avoid on the first day of your new job: Don't arrive late; Don't ignore your colleagues; Don't be disruptive; Don't forget to introduce yourself to everyone; Don't forget to ask lots of questions; Don't be afraid to speak up

Is it wrong to take a year off from work?

Taking a sabbatical from work can be a great way to clear your mind and gain new perspectives. However, if you feel like it's going to impact your career or make people think less of you, then don't do it. Nevertheless, such a break can give you a new outlook on life and allow you to approach work with new enthusiasm.

What are good questions to ask when starting a new job?

Some good questions to ask when starting a new job include: What are the expectations for this position? What is the company culture like? How do you handle workplace conflicts? When are deadlines typically met? Can I take time off for personal reasons? Is there a training program for this position? Who can I go to for help if I'm struggling? What are the goals of this company?

What to say to your boss and new coworkers on the first day of work?

You should be honest if anything is bothering you. For example, it may seem like everyone knows each other, making you feel uncomfortable. Speak up by saying that this is all new to you, but you want to join in. In addition, don't be afraid to ask questions and introduce yourself to everyone. It's always a good idea to make a positive first impression.

Why are the first 90 days of a new job so important?

The first three months are essential because you need to make an impression during this time, meaning that you should be extra attentive and work hard to exceed the expectations of your boss and colleagues. In addition, it's an excellent time to establish some work-life boundaries. For example, if your boss is pushy about working on the weekends, don't hesitate to set some clear limits. If you can accomplish all of this in the first 90 days, then you're on the right track to success.

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