Employee Onboarding Checklists

Employee Onboarding Checklists

A flexible checklist system that handles any process where employees need to work through a series of tasks. Set up templates once and reuse them every time, with automated reminders, progress tracking, and task assignment built in so HR isn't left chasing people for completion.

Common uses include:

- New employee onboarding, with different templates for different roles, locations, or departments
- Employee offboarding, so nothing is missed when someone leaves
- Training, with separate checklists for each program or course
- Policy updates and acknowledgments
- Any other process particular to your organization

What goes inside a checklist:

- Tasks with check boxes, due dates, and instructions
- File uploads, which save automatically to the employee record
- Document links and downloadable resources
- Embedded videos for training and orientation content
- Custom forms to capture information from the employee
- Documents for electronic signature
- Tasks assigned to other team members, such as IT for equipment setup or a manager for an introduction
- Admin verification on items that need a second pair of eyes

Stay in control without the chasing:

- Automated reminders follow up employees and assignees on outstanding items
- See at a glance who has completed their checklist and who is still outstanding
- Track progress in real time across multiple new starters or processes at once
- All uploaded documents land directly in the employee record, ready for audit

Suited to organizations of 20 to 500 people, and particularly useful for distributed, remote, or international teams where consistent onboarding and process compliance matter across locations.