Onboarding Checklist and Templates - Excel
Onboarding Checklist and Templates
To save you time, we’re offering multiple free onboarding templates, including checklists. These templates are customizable, so you can modify them to suit your planning or documentation needs. Smartsheet also offers an onboarding template with enhanced features like easy collaboration. See the Smartsheet section below to explore template options.
New Hire Onboarding Checklist
Download Excel New Hire Onboarding Checklist
Use this new employee onboarding checklist to keep track of all of the documentation needed when new hires are starting out. List all new employees along with required paperwork, the location and status of the documents, due dates, and other information. This template can serve as a tracking sheet and checklist to help human resource managers ensure that all documentation is accounted for when onboarding new employees.
HR Onboarding Checklist
Download Excel HR Onboarding Checklist
This human resources onboarding checklist provides an outline for each stage of an onboarding program. You can create an itemized list of activities, mark the status for each one, assign a contact person, and add additional notes. The checklist is preformatted for a 90-day onboarding process, but can easily be edited for any duration.
Onboarding Plan Template
Download Excel Onboarding Plan Template
Use this template to plan what onboarding activities will be completed during each stage and by whom. Contacts - which may include an HR representative, the new hire’s manager, the IT department, a mentor, or others - are listed in the first column. The rest of the spreadsheet shows the onboarding tasks assigned to each contact over the course of a year. Add or remove columns as needed to create a comprehensive onboarding plan.
Onboarding Checklist for Managers
Download Excel Onboarding Checklist for Managers
Managers can use this checklist template to make sure all bases have been covered for each stage of an onboarding program. A manager’s tasks are listed for pre-boarding new hires and working with them through the first few months of employment. The checklist covers typical onboarding responsibilities for managers, from introducing an employee to a workplace to providing performance evaluations and getting feedback.
IT Onboarding Checklist
In some cases, it may be useful to have a separate information technology (IT) onboarding checklist to make sure new employees have been provided the proper devices, email service, security clearance, and access to internal systems. You can use this template to list the needed services and tools, the status for each item, and notes, which can be useful for communicating instructions to new hires or to an IT services department.
Developer Onboarding Checklist
This employee onboarding checklist template is specifically designed with developers in mind. It walks through the steps for onboarding new hires into a developer position, from the introductory period to assigning projects and reviewing the onboarding process. The template provides a basic outline that can be expanded to include whatever details are relevant to your workplace, the new employee, and the position being filled.
90-Day Onboarding Plan Template for Sales
Create a 90-day onboarding plan for sales reps with this free template. Having a clear-cut plan can help salespeople quickly learn the processes and products that they’ll be working with and selling. Breaking the plan down into a three-month process can help ensure that appropriate goals are being set and met during each phase of onboarding.
Onboarding Schedule Template
This onboarding schedule template combines a checklist with a calendar for planning and tracking onboarding activities. Simply list all the steps in your onboarding program and schedule them as needed for a new employee. This template is not only useful for planning, but also as a communication tool that can be shared with other departments and the new hire.
Executive Onboarding Template
Executive onboarding may be more involved and individualized than the process for new hourly employees. Because there can be a financial risk to an organization if the executive doesn’t work out, it’s imperative they are onboarded correctly. Plus, many executives are hired to make changes to a business rather than simply fit into the status quo, and the right onboarding process can help them hit the ground running. This executive onboarding template includes input from the executive in order to tailor the onboarding process based on his or her goals, skills, and identified areas for growth.
Onboarding Feedback Form
A new employee orientation survey can provide useful insight on what aspects are working or not working in your existing process. Likewise, soliciting feedback on other stages of an onboarding program can help you finetune the process and reach your goals for productivity, performance, and employee retention. You can use this feedback form to find out which elements of orientation and onboarding were most engaging and effective for new employees.
Onboarding Checklist and Templates - Word
Onboarding Process Template
This onboarding process template provides a simple guide to the typical onboarding stages, from pre-boarding to the final measurements of success. You can use this template to create your own list of onboarding best practices, use it as an HR reference tool, or include it in a presentation. It can also be used as a guideline for creating your own checklist template.
Client Onboarding Checklist Template
Onboarding is not just for new employees: it can also be used when taking on new clients. Teams can use onboarding to ensure that everyone is on the same page about the services being provided and goals to be accomplished, and follow up with clients about their experience. A customer onboarding checklist provides structure for this process, identifying what steps should be taken during each phase of working with a new client.
Informal Offer Letter Template
This template provides the format for an informal offer letter, which can be customized to include information pertinent to your company and the position being offered. A formal offer letter goes into greater detail about compensation, benefits, and policies and procedures, while an informal letter merely highlights some of these details.
Job Offer Email Template
It’s not unusual for a job offer to be sent via email. You can use this template to construct a job offer message that is both welcoming and professional. Like the informal offer letter above, this email template provides just a few essential details about the job and serves as the initial contact after the recruitment and interview stages.
Letter of Recommendation Sample
As you bring on new hires, former staff members may be transitioning to jobs at other companies, and you may be tasked with providing references. This sample letter of recommendation can be used to quickly create a reference letter, helping you save time while maintaining positive employee relations.
New Employee Announcement Email
An announcement email briefly introduces coworkers to a new employee who will soon be joining them. Sending out an announcement supports the onboarding process by creating a welcoming environment for new hires so that they quickly feel at home and connected to their team and other networks.
Welcome Letter to New Employee
This welcome letter communicates to new employees that they are joining a sociable organization that is excited about what they have to offer. This letter may be accompanied by additional resources to help jumpstart the rest of the orientation and onboarding process. Simply adjust the text in the welcome letter template to reflect your business culture and the new employee’s role.
Formal vs. Informal Onboarding
An onboarding program may last for several months or longer depending on the process. Guiding new employees through each step of the onboarding process can get them up to speed faster, ensure that appropriate goals are being assigned, help foster a sense of community and support, and increase productivity. Hiring and onboarding are two-way processes: businesses want to attract and keep top talent, and employees want to feel like their workplace is a good fit. Since onboarding programs are partly intended to increase employee satisfaction and thus reduce turnover - ultimately saving the company money - it can be useful to simply ask new employees how they like to be managed and identify their personal goals. This (in addition to social lunches and early appraisals) can help create a more individualized process for each employee. It also helps create a sense that the company is invested in its employees and wants to work with them.
Some businesses use an informal onboarding process, which means there is no set plan to be followed. If onboarding is too informal, the new hire may feel like they are being thrown blindly into a job and have to sink or swim. By contrast, formal onboarding programs follow certain procedures to provide clarity on what the employee’s new role entails and a timeline for specific goals and projects. A more formal approach can help improve performance, reduce frustration, and simply create a great first impression. According to a report from the Society for Human Resource Management (SHRM), there are four components that may be included in onboarding, referred to as the four C’s:
- Compliance: Providing basic legal information and training on rules and regulations.
- Clarification: Clarifying roles and expectations for new employees.
- Culture: Introducing new employees to organizational norms.
- Connection: Helping new employees establish networks and relationships.
Depending on the level of formality, some onboarding programs will only cover the compliance level, while others will include role clarification or other elements of the four C’s. The more levels that are included, the more effective an onboarding program is likely to be. Each level is an important aspect of helping employees assimilate and become effective contributors within an organization.
Onboarding Best Practices
The onboarding process will vary depending on the employee’s role and the size and needs of a business. For instance, executives may have different onboarding experiences than hourly employees because of their responsibilities and expectations. However, there are general best practices to help create an effective program. Here is a checklist of basic onboarding practices:
- Begin before the starting day: As mentioned above, consider recruitment and hiring as part of the onboarding process, and make sure that someone is available to answer any of the candidate’s questions. Even company branding can influence onboarding by presenting job applicants with a consistent message about what the company represents and the kind of work experience they can expect.
- HR processes: All employees need to be adequately informed about benefits, policies, and emergency procedures. They should be given security access if applicable, and any administrative procedures should be taken care of within the first week of employment.
- Get to know the office: Help acquaint new employees with the office layout on the first day. Include the broader company culture and goals, as well as informal social norms.
- Tools and equipment: Having this set up as early as possible will help get employees up to speed with fully functional workstations and mobile devices when they start on the first day.
- Build contacts: Welcoming a new employee includes meeting the team, setting up lunches from the first day, arranging meetings with relevant stakeholders, and generally building networks.
- Learn the job: Depending on the position, role requirements and expectations should be as explicit as possible. Having clarity can boost a new employee’s confidence and help them reach milestones sooner.
- Evaluation: Measure the employee’s onboarding experience by getting their feedback and assessing their performance during the program. This will help you determine the success of your onboarding process so that adjustments can be made as needed.
Creating an onboarding checklist provides an outline to follow, ensuring that each stage of the program has been completed. Documenting the process minimizes the chance that something important will be missed, and ensures compliance with company procedures.
Better Manage Your People Operations with Smartsheet for Human Resources
Finding the right template to track and manage your new employee onboarding can help you get started. But, because onboarding processes are nuanced, and one misstep can result in a poor experience for your new team member, it’s important to have the right solution in place to stay on top of all the details.
Smartsheet is a work execution platform that enables enterprises and teams to get from idea to impact - fast. Leading HR professionals rely on Smartsheet to help manage everything from simple onboarding tasks to complex change management, recruiting, and benefits and retirement tracking.
Use Smartsheet to maximize ROI on recruiting activities, stay on top of budget, and streamline internal planning and coordination. Streamline process and paperwork, maintain an auditable database without added effort, and grow your business with better informed, more productive employees.
Try Smartsheet to discover how you can maximize your human resources efforts, today.