Offshore Resourcing guide · 9 min read

A practical first-week onboarding checklist

Set up tools, sample work, daily reviews, and approval limits before the role gets busy.

The short answer

Keep the first week small. Give access only to the tools needed for the first tasks, review sample work early, and write down where the staff member must stop and ask for help.

What to prepare

  • Accounts with limited permissions
  • Two or three sample tasks
  • A daily check-in time
  • Named contacts for questions

Check these points

  • Can the person find the current instructions?
  • Are approval limits written down?
  • Is completed work easy to see?
  • When will access and quality be reviewed?

Have a role in mind?

Write down the work before you hire.

Share the tasks, tools, hours, and approval limits. The follow-up team can use them to shape a practical role plan.

Request a role plan