Employee Onboarding Checklist
Tracks the onboarding process for new employees
By
AnyDB
The Employee Onboarding Checklist template helps HR and management teams systematically track every step of a new employee’s onboarding journey—from pre-joining formalities to post-arrival integration. It ensures all required actions are completed in a timely and consistent manner.
Suitable for
Description
This template is organized as a structured checklist split into different phases of the onboarding process: Pre-Joining, On Joining (HR), and On Joining (Employee). Each section includes specific tasks that need to be completed, such as signing agreements, setting up accounts, arranging meetings, and providing essential resources. Users can mark tasks as completed with checkboxes, leave comments, assign responsibilities, and track completion dates.
It also includes calculated progress tracking and visual indicators for completion levels across each onboarding phase.
Key Data Stored
- Checklist Sections: Pre-Joining, On Joining (HR), On Joining (Employee)
- Tasks: Setup actions such as signing agreements, ordering hardware, scheduling calls, and providing company documents
- Progress Tracking: Percent complete per section and overall
- Completion Metadata: Who completed each task and when
- Comments Field: Space for internal notes per task
Business Use Cases
- HR Teams standardizing onboarding for new hires
- Team Leads coordinating welcome calls, plan reviews, and resource allocations
- IT Departments ensuring account and hardware setup before Day 1
- Company Operations maintaining compliance and documentation across departments
- Standardized Onboarding: Ensures consistency in the onboarding process for all new hires.
- Task Tracking: Allows HR and managers to track the completion of essential onboarding tasks.
- Progress Monitoring: Provides a clear overview of the onboarding progress at each phase and overall.
- Improved Efficiency: Reduces the risk of overlooking critical onboarding steps.
- Enhanced Employee Experience: Contributes to a positive and organized onboarding experience for new employees.
- Compliance and Documentation: Creates a documented record of completed onboarding activities.
- Accountability: Assigns clear responsibilities for each onboarding task.
Why This Template is Powerful
- Structured and Organized: Divides the onboarding process into clear phases with detailed tasks.
- Visual Progress Tracking: Uses percentage calculations and color-coded badges to provide a clear visual representation of progress.
- Automated Calculations: Automatically calculates phase and overall progress, reducing manual effort.
- Customizable: The "Comments" column allows for personalized notes and additional information.
- Clear Accountability: Checkboxes and task descriptions make it easy to assign and track responsibilities.
- Improved Communication: Facilitates better communication and collaboration between HR, managers, and new employees.
- Dynamic Status Updates: The status badge provides quick, at-a-glance information about the onboarding process.