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Onboarding Templates and Checklist

Onboarding Templates and Checklist

What is onboarding?

Onboarding is the very first face of the company for a new hire. Hiring and integrating a new employee into your company system is known as onboarding. If you want fresh hires to understand and become a part of your team, onboarding checklist template is an effective, aligned and quick process.

According to a Society for Human Resources Management study, nearly 70% of new hires said they’d be more likely to stay at a business for at least a few years if they had positive onboarding experience. Additionally, companies with a well-organized onboarding procedure reported a 50% increase in new team members’ productivity.

4 Stages in Onboarding

Compliance, clarification, culture, and connection are the key elements that should be covered during an effective onboarding process through these onboarding checklist template. They don’t always occur on specific dates. However, it’s crucial to comprehend the differences between these phases.

  1. Compliance
    Your new employee will complete paperwork, review employee handbooks, and generally learn about organizational policies and practices, such as how to request time off or when their insurance coverage starts.
  2. Clarification
    During this stage, it is made sure that new hires are aware of the short-term and long-term activities that may be assigned to them and the daily chores they will be expected to do. They must comprehend how the rest of the organization supports and is supported by their duties.
  3. Culture
    This stage clarifies how the business functions outside the written policies for new hires. Managers should make an effort during this time to make sure new hires are familiar with company policies.
  4. Connection
    This is usually the most challenging and time-consuming phase because it entails assisting new employees in developing relationships with their coworkers and other employees. A successful onboarding process goes beyond simply introducing people; managers should foster cordial, constructive interactions in official and informal settings.

Standardizing your onboarding programs ensures new employee retention & improves their performance in the shortest time.

How to make an onboarding checklist?

A successful employee onboarding process comprises a variety of formal and informal interactions, making it challenging to keep onboarding tasks organized. On the other hand, writing using these onboarding checklist template is as easy as putting pen to paper.

Of course, producing interesting materials is ideal if you repeatedly want to replicate a successful onboarding experience. Here are 5 practical steps to follow to establish an actionable checklist for a successful onboarding procedure:

  • Step 1
    Consider the four Cs again and choose which phase or phases the checklist should include.
  • Step 2
    Select the onboarding checklist design that closely matches your requirements.
  • Step 3
    Adjust the steps to meet your unique requirements.
  • Step 4
    Quickly and efficiently implement your company’s brand requirements.

Related: Online Onboarding Platform 

Some Checklists for Onboarding

Include the following items in your checklist to simplify your onboarding procedure:

The list of welcome emails
Checklist for pre-onboarding
Day checklist

General onboarding templates

There are specific universal components to onboarding, but they should be customized for each new hire.

Generally speaking, each onboarding program should:

  • Ensure preboarding should be interesting to get new hires enthusiastic.
  • Introduce new hires to essential stakeholders and coworkers.
  • Introduce new employees to the culture, resources, and procedures of your business.
  • Give the new employee the training they need to do their job.
  • Regularly check with the new hire and onboard and provide feedback.
  • Mention KPIs and individual goals.
  • Assist new hires for at least the first 90 days.


A better, happier workforce is the outcome of an efficient onboarding process. However, the multiplicity of official and informal interactions during onboarding makes it challenging to keep onboarding tasks organized—hence we created a few checklists thinking about the four Cs. Our checklists can act as a guide for you to understand how you can standardize your onboarding process.

It is imperative to encourage the new employee and provide means to understand the company, brand and teams he has to work with without overburdening them. Onboarding a new employee involves several specific steps that should be tailored to each hire. Pre-boarding activities, onboarding and 90 days post onboarding are crucial to have a good impression about the organization and to make the new hire get all the information about his work goals and how to keep himself aligned to business goals.

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