New Employee Onboarding

Streamline onboarding, empower new hires, and foster productivity with our comprehensive template

Use this template

Or New Employee Onboarding template is designed to streamline the onboarding process for new employees. It consists of two lists: Week #1 - Paperwork and Week #2 - Onboarding. The template includes essential tasks and information that must be addressed during the first two weeks of a new employee's tenure.

Benefits of the Template


Ensures that all necessary paperwork and onboarding tasks are completed in a structured and organized manner.


Provides a pre-defined framework for onboarding, eliminating the need to create a new plan from scratch for each new employee.


Promotes consistency across onboarding processes, ensuring all new employees receive the same foundational information and experiences.


Facilitates collaboration between the new employee, their manager, HR, and other team members, enabling a smooth integration into the organization.


Helps set clear goals for the first month, fostering productivity and providing a roadmap for success.

Who is the template for

The template is primarily intended for content strategists or HR professionals overseeing new employees' onboarding process. However, it can also be utilized by managers, team leads, or anyone onboarding a new team member.

How to use the template


Modify the template to fit your organization's requirements by adding or removing tasks, adjusting timelines, or incorporating any additional information.


Assign tasks to relevant team members or departments responsible for completing them. Utilize custom fields such as Department to specify the responsible team or Priority to indicate task importance.


Regularly update the status of tasks in the lists, utilizing custom fields like Status to keep track of task progress and ensure timely completion.


Week #1 - Paperwork: Use this list to manage all the paperwork-related tasks and information for the new employee, such as job details, compensation, benefits, and termination conditions. Assign responsible parties, set due dates, and track completion.

Week #2 - Onboarding: This list focuses on onboarding. Schedule meetings, introductions, orientation, training, and mentor matching using this list. Assign tasks, set goals, and track progress to ensure a smooth onboarding experience.

Custom Fields

Department: Utilize the Department custom field to specify the department or team responsible for each task. Assign the appropriate department tag, such as HR, Finance, Marketing, etc., to ensure clear ownership and accountability.

Status: Use the Status custom field to track the progress of each task. Assign tags like upcoming, pending, overdue, not started, active, or canceled to reflect the task's current status.

Priority: Set the Priority custom field to indicate the importance or urgency of a task. Assign low, medium, or high tags to prioritize tasks and manage workload efficiently.



Urgent: Use the urgent tag for tasks that require immediate attention or action. This helps draw attention to critical tasks that need to be completed urgently.


Important: Use the important tag to highlight tasks with significant importance or long-term impact.

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