O

Onboarding Checklist Spreadsheet Template

Lists steps and documents needed to onboard new employees systematically.

Onboarding Checklist

Purpose:	This document guides the structured onboarding process to ensure a smooth and consistent experience for new employees.

Employee Name:	{employeeName}
Employee ID:	{employeeId}
Start Date:	{startDate}
Department:	{department}
Manager:	{manager}

General Onboarding Tasks
Task	Completed (Yes/No)
{#generalTasks.task}	{#generalTasks.completed}

Documents to be Provided
Document Name	Received Date
{#documents.name}	{#documents.date}

Equipment Checklist
Item	Serial Number	Assigned
{#equipment.item}	{#equipment.serialNumber}	{#equipment.assigned}

System Access Setup
System	Access Granted	Responsible IT Staff
{#systems.system}	{#systems.accessGranted}	{#systems.itStaff}

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

Download Excel Template (.XLSX)

Customize Template

Download the Onboarding Checklist template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Onboarding Checklist Using Forms

collect new hire onboarding data via web form and generate checklist

create onboarding checklist from form responses for HR team

automatically generate employee onboarding excel from HR intake form

generate personalized onboarding checklist using form-submitted details

streamline employee onboarding document checklist through form submission

Generate Onboarding Checklist Using APIs

generate onboarding checklist spreadsheet from ATS system via API

trigger employee onboarding excel generation through HR software API

auto-create onboarding checklist when new hire is added via API

use REST API to build onboarding checklist from external database

send employee data to API to generate onboarding excel template

Integrations / Automations

create onboarding checklist from Google Forms using Zapier

automatically generate onboarding excel when new record is added in Airtable

use Slack workflow to trigger onboarding checklist in Excel

auto-populate onboarding checklist using Make integration with Typeform

generate employee onboarding spreadsheet when new hire is added in BambooHR

Other templates in Human Resources & Administration

Background Check Authorization

DocumentDOCX

Consent form allowing employers to run background checks on candidates.

Promotion Letter

DocumentDOCX

Formal letter to notify an employee of their promotion and new responsibilities.

Employee Referral Form

DocumentDOCX

Used by employees to recommend candidates for open positions.

Resignation Letter

DocumentDOCX

Template for employees to formally resign from their position.

Human Resources & Administration Templates