The McQuaig Blog

The Hidden Onboarding Checklist Everyone Needs To Know

Written by Eve Davies-Greenwald | Nov 5, 2025 2:00:01 PM

Onboarding gets talked about a lot, but the conversation often stays at the surface with welcome kits, IT setup, and orientation schedules. Those elements matter, but they don’t address what truly determines whether a new hire stays, grows, and contributes. What’s often missing are the hidden actions that shape success, including the behavioural, relational, and strategic steps that turn onboarding from a checklist into a foundation for long-term performance. Let's explore those extra steps so you can help new hires become engaged, high-performing team members.

1. Match onboarding to the individual

Every new hire arrives with a unique working-style, experience, and motivation. Yet many onboarding programs lean one way for all. Using insights from behavioural assessments helps tailor their experience and can leverage what energizes them, how they prefer to learn, what support they need early. When you align onboarding to the person rather than just the role, you raise the odds they’ll feel seen, valued and ready to contribute.

2. Build trust and social connection early

It’s easy to assume getting a laptop and signing paperwork is enough to get a new hire started. But it’s not. Social connection matters, especially these days where many company are still remote or hybrid. Assigning a buddy or peer mentor in advance sends a powerful signal: you belong here. Schedule informal meet-ups. Invite new hires into real conversations rather than only formal sessions. That kind of human connection supports psychological safety, builds engagement and helps new hires move from “joining” to “belonging.”

3. Clarify purpose and early wins

People perform better when they know how their role fits the bigger picture. From day one talk about why the job matters, not just what it is. Set short-term goals that are both realistic, meaningful, and quickly attainable. A first win doesn’t have to be major; it just needs to matter and be acknowledged. That win-moment anchors the new hire’s sense of contribution and momentum.

Read More: Learn why one-size-fits-all onboarding doesn't work anymore

4. Coach for the long-haul, not just week one

Traditional onboarding tends to focus on the first week or month. But new hire retention improves when support continues through 90 days and beyond. Structure regular check-ins, especially with managers, so learning stays active, questions can be asked and adjustments made. And make sure these check-ins are not just about work but about how the employee is finding the transition process so that help can be provided early if it's needed. This level of care shows commitment and gives the hire time to integrate with a team rather than sprint through onboarding tasks and burn out.

5. Provide cultural and relational scaffolding

Skills and systems matter, but culture and relationships matter just as much. Explicitly introduce new hires to the team’s rhythms, communication norms and decision-making styles. Encourage them to meet stakeholders across functions. Equip them to navigate not just the job but the network. When new hires understand how things really work and feel connected, they’re far more likely to stay and succeed.

6. Coach the manager as much as the hire

New hires don’t thrive in a vacuum. Their manager sets the pace. Yet few organizations equip managers for the role of onboarding coach. Provide managers with a simple checklist, such as information about the candidate, what to say in week one, how to give feedback, how to build rapport. This helps prevent early derailment and allows the hire to land smoothly. A strong onboarding experience is as much about the manager’s readiness as the hire’s enthusiasm.

Read More: Check out these coaching tips for managers that hate coaching

7. Use data and feedback to refine the process

Don’t treat onboarding as a one-and-done activity. Track metrics like retention at 90 days, time-to-productivity and new hire satisfaction. Collect feedback from hires about what helped, or hindered, their start. Use this data to continuously improve. When onboarding becomes a living system you tune, you convert fresh talent into high-value, long-term contributors.

Conclusion

The checklist above covers what too many organizations overlook. It moves onboarding from check-boxes to human-centred connection. It moves it from “welcome” to “belonging.” When you combine tailored integration, early social connection, meaningful goals, managerial coaching, cultural scaffolding and data-driven refinement, you give new hires a real chance to succeed, and stay. A great onboarding experience is the first chapter in your retention story. Make it count.