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Employee Onboarding Template

Welcome new employees with a comprehensive onboarding experience from offer acceptance through 90-day review. Coordinate HR paperwork, IT setup, training, team integration, and performance checkpoints for successful employee launches.

Step Examples

Pre-Hire & Documentation - Offer acceptance, background check, W-4, I-9, direct deposit, benefits enrollment, and signed agreements

IT & Access Setup - Email account, equipment provisioning, software licenses, building access, and security credentials

First Day & Training - Office tour, team introductions, company overview, compliance training, and role-specific training

Culture & Integration - Buddy assignment, department meetings, cross-functional introductions, and communication norms

Performance Checkpoints - 30-day check-in, 60-day check-in, 90-day review, goal setting, and feedback

Features

Automates multi-department coordination between HR, IT, facilities, and hiring managers with clear task ownership. Ensures all compliance requirements are completed before or on first day. Coordinates equipment ordering and software provisioning automatically when offer is accepted. Provides new employees with structured integration path and multiple touchpoints. Tracks training completion and certification requirements with automated reminders.