Employee Onboarding and Offboarding Template
Streamline your new and departing employee processes with Wrike’s employee onboarding and offboarding template.
Procedures are unclear
Establish clear guidelines and steps with Wrike’s customizable templates and tasks. Update details easily with flexible custom fields.
Multiple teams need to be involved
Wrike’s employee onboarding and offboarding template is customizable. Include checklists and processes from multiple departments and stakeholders, and provide a full picture of what needs to be completed for each team.
Difficulties in tracking progress
Wrike’s employee onboarding and offboarding template enables you to view the progress of each employee from a table view. The template also has separate folders that automatically organize completed and ongoing processes.
How to use Wrike’s employee onboarding and offboarding template
There are five folders along with two pre-built templates to help you get started. This guide will demonstrate how to:
- Create new onboarding and offboarding requests.
- Use custom fields to streamline organization.
- Track high-level progress through dashboards.
- Customize templates and workflows to fit your team’s needs.
Step 1: Establish processes
Having a well-established process for new and departing employees saves time and ensures nothing falls through the cracks. Wrike’s employee onboarding and offboarding template uses two separate templates, so expectations are clearly set and tracked.
Under the Templates folder, users are provided with two pre-built templates — one for onboarding and another for offboarding. Each template comes with several subprojects divided into multiple tasks.
Each template is fully customizable. You can access and customize each subproject and task to fit your organization’s needs and processes.
Step 2: Create a new request
Once satisfied with the process, managers and recruiters can create new requests. When inputting a new request, you choose whether to access an offboarding or onboarding-specific request form.
Each request form will contain several questions and custom fields that can be used as-is or customized. The details of each request form are located in each subproject under the Templates folder, labeled as “Onboarding Template” and “Offboarding Template.”
Fill out each field in the request. You can assign information like employee names, employment dates, location, department, and more.
Once completed and submitted, each request form will be assigned a “New Request” workflow status and placed in the appropriate ongoing folder.
The Wrike employee onboarding and offboarding template includes two pre-built, customizable workflows. As employees work through each stage of the onboarding and offboarding process, you can change the status of tasks to reflect progress.
Once an employee completes the process, you can mark the request as "Completed," and move the request from its “Ongoing” folder to the appropriate “Completed” folder.
Step 3: Track and view progress
Tracking the progress of multiple onboarding and offboarding employees can be a hassle. Wrike provides an easy solution by enabling you to view the status of each request from a central dashboard.
This template has two dashboards — one for onboarding requests and another for offboarding requests. Each dashboard features four widgets:
- Processes
- New Requests
- In Progress
- Completed
Teams can use these dashboards to track high-level overviews and the status of each individual’s onboarding process.
Reports are sorted alphabetically by default, but can also be sorted by date.
The Wrike employee onboarding and offboarding template streamlines the new or departing employee experience. It features customizable checklists, processing templates, and workflows.
This template serves as a foundation to improve the employee onboarding and offboarding process for all parties. Customize the template and its custom fields to fit your organization’s onboarding and offboarding needs. Then, you can start creating and filling out new requests for each new or departing employee.
These requests will automatically be placed in the corresponding “Ongoing” folder depending on whether it’s for an onboarding or offboarding employee. Update the workflow status of each report as employees make progress. You’ll also be able to track the high-level status of each report from two central dashboards.
Yes, the employee onboarding and offboarding template is free for all users.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Employee onboarding and offboarding” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Employee onboarding and offboarding“ template, feel free to reach out to the Wrike support team.
