Employee onboarding
Streamline your new employee onboarding process with this customizable template featuring onboarding automation, pre-onboarding checklists, onboarding tasks, and automated reminders. Optimize HR workflows, ensure seamless integration of new hires, and track progress efficiently from document signing to training completion, enhancing productivity and employee experience.
Overview
Employee Onboarding Template?
The Employee Onboarding Template is a set of customizable tools, which is designed to assist enterprises in efficiently managing all aspects of the new employee onboarding process. It includes three tables: onboarding checklist, team members, and onboarding resources. It covers everything from the signing of documents before the new employee's arrival to the distribution of orientation and training materials, aiming to make a good first impression on new employees and set the tone for their entire career in the company.
How to Use?
- Onboarding Checklist:
- Firstly, create a new employee onboarding checklist. Incorporate all the steps for integrating new employees into the company, such as the documents (employee handbook, company policies, etc.) that need to be read and signed before starting work, as well as the actions the company needs to take (sending a welcome email).
- The checklist encompasses pre-onboarding, orientation, and training phases, with each phase delineating specific tasks. By incorporating Automation, regular reminders can be set to track the onboarding progress of new employees in real-time. This enables the organization to ensure that new hires have the essential tools and information required for a successful onboarding experience and subsequent tenure within the company.
- Team Members Table: Record the information of team members related to the new employee onboarding process, facilitating the clear definition of responsibilities and collaborative work among all stakeholders.
- Onboarding Resources Table: Store the resource documents related to onboarding, making it convenient for relevant personnel to access and update.
Target Audience?
This template is especially useful for human resources or personnel teams. It is also applicable to anyone who wishes to simplify the onboarding workflow. Whether dealing with the onboarding of employees working in person, remotely, or in a hybrid mode, effective management from start to finish can be achieved with the help of this template.
Application Scenarios?
It is suitable for the entire process management scenario when new employees join the company. For example, immediately after a new employee accepts a job offer, the template can be used to introduce the company culture. Before the first day, relevant document signing matters are prepared. During the orientation, activities such as submitting a photo, receiving a badge, attending a welcome session, and logging into new platforms or systems are carried out. After that, job training covering daily tasks, responsibilities, and long-term goal learning is provided to ensure that new employees smoothly integrate into the company and start working efficiently.
FAQ
1. How do I add or remove tasks from the checklist?
Simply add or delete rows in the Onboarding Checklist table. You can use the "Phase" column (e.g., Pre-onboarding, Week 1) to organize tasks chronologically.
2. How do I share documents (like the Employee Handbook) with new hires?
Upload your files to the Onboarding Resources table using the "Attachment" field. You can then share a view of this table with the new employee or link these resources directly to specific tasks in the checklist.
3. How do I assign tasks to a mentor or manager?
In the Onboarding Checklist table, use the "Assignee" (Member type) column. Click the cell to select a person from your workspace or the Team Members list to make them responsible for that specific step.
4. How do I set up the automated reminders?
Go to the Automation tab. You can configure a workflow to trigger daily (e.g., at 9 AM) that searches for incomplete tasks due today and sends an email notification to the assigned team member.
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