Categories

Overview

Making a good first impression on new employees can set the tone for their entire experience—the first week on the job can impact their ramp time, their overall contribution, and even their retention at your company.

And a big part of that impression is the ease of their onboarding process, which can be lengthy and tedious unless you have the right tools.

Get started with this customizable employee onboarding template, which can help manage every aspect of welcoming new hires—from signing pre-arrival documents to distribution of orientation and training materials.

Why our employee onboarding template?

Retaining great employees begins on day one. An orderly onboarding experience tells new employees that your company values its team, and has its act together.

With this template, you can:

  • Standardize employee onboarding to maintain a consistent plan and process. Bonus: Add regular reminders to your checklist to improve the onboarding experience for both new employees and new managers.
  • Track a new hire’s onboarding progress in real-time, ensuring they have the right tools and information to succeed.
  • Encourage new hires to learn at their own speed.
  • Centralize employee documents and information in one place so it’s easily accessible and organized for all stakeholders.
  • Track feedback from new hires about their onboarding experience so you can further customize and refine the process.

Who is this new hire onboarding template for?

This new hire onboarding template is especially handy for those on Human Resources or People teams, but it can also be useful for anyone who’s looking to streamline an onboarding workflow.

The customizable template will help you introduce new team members to your company culture the moment they accept their job offer. Whether your employees are working in person, remotely, or in some hybrid fashion, the template helps you manage the process from start to finish.

What should a good onboarding checklist include?

Here’s what you need to help new hires hit the ground running.

First, create a new employee onboarding checklist. It should include all steps involved in integrating new employees into your company, especially the unexpected ones. Do you mail new recruits snacks, or ask them to introduce themselves with an interesting fact? Everything employees should know or prepare for during their first weeks goes on the list.

While each company’s onboarding checklist is unique, most include the following phases:

  • Pre-onboarding: this means anything that should happen before an employee's first day, including documents to read and sign, like an employee handbook or other company policies. Don’t forget to include the actions that _you _need to take—like sending your new hire a welcome email.
  • **Orientation: **this phase is all about getting acclimated. It may include instructions for submitting a new employee photo, receiving a company badge, attending new-hire welcome sessions, or signing into new platforms or systems.
  • Training: this phase involves learning the ins and outs of a new job, from day-to-day tasks and responsibilities to long-term goals.

When you’ve got your list sorted, you can enter items from your checklist into the “onboarding checklist” table in the onboarding template.

Explore more free templates: employee directory, applicant tracker, contractor / freelancer management template.

Show more

Other HR & Recruiting templates

Go to slide 1

Not finding a template that fits your needs?
Build it with AI

Try it for free