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Employee Onboarding Checklist Document Template

Checklist to guide HR through the onboarding process for new hires.

Employee Onboarding Checklist

Purpose: This document serves as a comprehensive checklist to help the Human Resources (HR) department ensure that all necessary steps are taken when onboarding a new employee. It covers pre-arrival preparations, first-day procedures, and follow-up during the first weeks of employment.

New Hire Information

  • Full Name: {fullName}
  • Start Date: {startDate}
  • Position: {position}
  • Department: {department}
  • Manager: {manager}

Pre-Arrival Checklist

{#preArrivalTasks}

  • {task}: {description}

{/preArrivalTasks}

First Day Checklist

{#firstDayTasks}

  • {task}: {description}

{/firstDayTasks}

First Week Checklist

{#firstWeekTasks}

  • {task}: {description}

{/firstWeekTasks}

30-60-90 Day Follow-up

Milestone Task Status
{#followUpTasks}{milestone} {task} {status}{/followUpTasks}

Equipment & Access

{#equipment}

  • {item}

{/equipment}

Orientation Schedule

Date Topic Facilitator
{#orientationSchedule}{date} {topic} {facilitator}{/orientationSchedule}

Additional Notes

{additionalNotes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Employee Onboarding Checklist Using Forms

create employee onboarding checklist from online form submission
generate HR onboarding checklist by collecting details via web form
automate new hire checklist using mobile-friendly data collection form
build personalized onboarding checklist from form filled by hiring manager
streamline remote employee onboarding checklist with shareable form

Generate Employee Onboarding Checklist Using APIs

automatically generate employee onboarding checklist from HRIS via API
create onboarding checklist document when new employee is added in ATS system
trigger onboarding checklist generation through custom HR software using API
generate employee onboarding PDFs from applicant tracking system via API
sync new hire data to auto-generate onboarding checklist through REST API

Integrations / Automations

auto-generate employee onboarding checklist from Google Sheets via Zapier
create onboarding checklist when new employee record is added in BambooHR
generate onboarding document in Dropbox when form is submitted via Typeform
send completed onboarding checklist to Slack using Make integration
automatically generate and email onboarding checklist from Airtable data

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