Team Onboarding Checklist
Welcoming a new team member? This checklist helps you get them set up in Launchpad and ready to work effectively from day one.
Before their first day
Administrative preparation
☐ Decide their role — review understanding user roles to choose the right access level
☐ Prepare their access — know which features and locations they'll need
☐ Plan their training — schedule time to walk them through Launchpad
☐ Gather their details — full name, email address, phone number
System setup
☐ Send the invitation — invite them to your team
☐ Assign their role — choose appropriate permissions
☐ Set location access — if you have multiple locations
Welcome preparation
☐ Prepare a welcome email — include login instructions and first steps
☐ Assign a buddy — a team member to help them during the first week
☐ Book training time — schedule one-on-one sessions
Day one essentials
Getting started
☐ Help them accept the invitation — ensure they can access their email
☐ Watch them log in — be available if they have issues
☐ Give a platform tour — walk through the main features they'll use
Account setup
☐ Complete their profile — name, photo, contact details
☐ Set up two-factor authentication — enable 2FA for security
☐ Configure notifications — set up useful alerts
First training session
☐ Explain the dashboard — what they'll see when they log in
☐ Show their daily tools — the features they'll use most
☐ Demonstrate key tasks — bookings, customers, or other relevant features
Week one learning
Core features
Based on their role, train them on:
For Staff
☐ Viewing bookings assigned to them
☐ Checking customer details
☐ Adding notes to bookings
☐ Using the calendar view
☐ Finding help and support
For Managers
All Staff training, plus:
☐ Creating new bookings
☐ Managing customer records
☐ Updating product availability
☐ Processing payments and refunds
☐ Running basic reports
For Admins
All Manager training, plus:
☐ Accessing organisation settings
☐ Viewing the activity log
Practical exercises
☐ Shadow an experienced team member — watch them handle real tasks
☐ Complete supervised tasks — do real work with guidance
☐ Handle a simple task independently — build confidence
☐ Ask questions freely — encourage curiosity
First month milestones
Week two
☐ Work independently on routine tasks
☐ Know where to find help — help articles, support chat, team members
☐ Understand their responsibilities — clear on what they own
☐ Meet team members — know who does what
Week three
☐ Handle common scenarios without assistance
☐ Troubleshoot basic issues — know simple fixes
☐ Contribute ideas — comfortable suggesting improvements
☐ Review their access — confirm permissions are appropriate
Week four
☐ Fully operational — can handle their role independently
☐ One-month check-in — discuss progress and any concerns
☐ Adjust access if needed — fine-tune based on experience
☐ Gather feedback — what could improve onboarding for future team members?
Role-specific guidance
For Staff roles
Focus on:
Daily task execution
Customer service basics
When to escalate issues
Communication with team
Key knowledge:
How to read the booking calendar
Customer information to check before a tour
What to do if something goes wrong
Who to contact for help
For Manager roles
Focus on:
Operational decision-making
Team coordination
Problem-solving
Customer relationship management
Key knowledge:
How to create and modify bookings
Managing availability and capacity
Handling complaints and refunds
Generating reports for operations
For Admin roles
Focus on:
System configuration
Team management
Security and compliance
Strategic oversight
Key knowledge:
How to onboard new team members
Managing roles and permissions
Monitoring the activity log
Organisational settings and preferences
Resources to share
Share these help articles with new team members:
Essential reading
Role-specific articles
Bookings:
Customers:
Products:
Troubleshooting onboarding issues
They can't find the invitation email
Ask them to check spam/junk folders
Verify the email address you invited
They're confused by the interface
Simplify — focus on one feature at a time
Show, don't tell — demonstrate tasks
Let them practice in a low-stakes environment
Schedule additional training time
They need different access
Review their role assignment
Adjust permissions as needed
Document why changes were made
They're overwhelmed
Reduce scope — focus on essential tasks first
Extend training timeline
Provide written cheat sheets
Assign a dedicated mentor
Onboarding success metrics
Track how well onboarding is working:
Metric | Target |
Time to first independent task | Within 3 days |
Time to full productivity | Within 4 weeks |
Questions to support | Decreasing weekly |
Self-service success | Increasing weekly |
Team member satisfaction | High confidence by week 4 |
Continuous improvement
After each onboarding:
Ask for feedback — what worked? what didn't?
Update this checklist — incorporate lessons learned
Improve training materials — based on common questions
Share insights — help other team members onboard future starters
A thoughtful onboarding experience sets your new team member up for success from day one.