Employee Onboarding Template

Bring new hires up to speed through this free onboarding checklist template. Create a custom form to capture all the information needed to bring your new employee onto the team and build a checklist for critical day-one tasks.

#HR

Get new hires up and running with a defined employee onboarding process

Starting a new job can be stressful for both the new employee and the hiring team. From making sure there’s an equipped workstation to ensuring all legal documents are delivered and signed, the onboarding process can be difficult to track. The employee onboarding process flow covered in this template guide makes sure everyone has the information they need to bring a new team member onboard. It keeps communication flowing and ensures a smooth experience for everyone involved. Start by creating a custom form to ensure all teams are armed with the information they need to get a new hire integrated into the organization’s systems. Then follow up with new tasks that clarify what’s expected of the new hire during those critical first weeks.

Why you need this template

Challenge

Too much information given on day one

There’s a lot to take in on day one, including names, office layout, and required paperwork. Too much, too quickly, can leave new employees dazed.

See the solution

Solution

Create a new task with a day-one checklist so your new hires don’t miss any critical details.

Challenge

Too much information given on day one

There’s a lot to take in on day one, including names, office layout, and required paperwork. Too much, too quickly, can leave new employees dazed.

See the solution

Solution

Create a new task with a day-one checklist so your new hires don’t miss any critical details.

Challenge

Failure to sync a manager with new employees

Less than half of new hires receive formal written feedback from their managers within the first 90 days. Many busy managers even fail to coordinate.

See the solution

Solution

Assign a task to both managers and new employees with 30/60/90 day objectives to keep both parties in alignment.

Challenge

Failure to sync a manager with new employees

Less than half of new hires receive formal written feedback from their managers within the first 90 days. Many busy managers even fail to coordinate.

See the solution

Solution

Assign a task to both managers and new employees with 30/60/90 day objectives to keep both parties in alignment.

Challenge

Technology or workspace isn’t ready

The first day is already stressful, and this stress is compounded when computers, ID badges, desks, or other essentials are not ready.

See the solution

Solution

Use Wrike’s custom request forms to assign to your IT department. This will ensure they get all of the necessary technology in place for your new employee.

Challenge

Technology or workspace isn’t ready

The first day is already stressful, and this stress is compounded when computers, ID badges, desks, or other essentials are not ready.

See the solution

Solution

Use Wrike’s custom request forms to assign to your IT department. This will ensure they get all of the necessary technology in place for your new employee.

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.

How to build an Employee Onboarding Template in Wrike:

The guide will show you how to:

Build a custom form to get employee data to the teams that need it
Create a new task with a checklist for day-one activities
Schedule 30/60/90 reviews for the new hire and their manager to ensure expectations are being met

Build a custom Request Form

Start by building a custom Request Form to ensure employee details are delivered to teams that need them. For example, IT teams will need to set up new equipment, Finance will need to set up payroll, and HR will need to secure benefits, Product may need to schedule training, etc.

The Request Form may include fields for:

Employee First and Last Names
Office/Location
Job title
Manager
Start date

To build a new Request Form:

Click on your name in the top-right corner, go to Account Management, and click on the Request Forms tab on the left.
Click + New form and give it a name.
Click Select folder where tasks associated with this request submission should be added.
Click Select user and choose who the task should be assigned to.

Add fields to your form by selecting + Question. There are a number of field types available including:

Short answer
Paragraph
Dropdown
Checkboxes
Date field
File attachments

Hovering over any question brings up the Add conditional branching or assignment button. Click this button to direct users to new pages or to assign requests to specific team members.

Once you've finalized your Request Form, click Publish to save the request and make it available to your team in the workspace. Once a request is published, all users can see it and use it to submit requests.

Make a checklist task for new hires

1. Create a new folder in Wrike by clicking the “+” button and label it with the new employee’s name.

2. Fill the folder with critical tasks that must be completed on day one. This could include:

Equipment check
IT training
Diversity and inclusion training
Harassment training
Signing of paperwork

3. Be sure to assign the task to the new employee and set a due date

Schedule meetings for the new hire and their manager

In the new employee’s folder, create new tasks for the 30/60/90 day reviews and schedule them appropriately. Assign these tasks to both the manager and the new hire.

In the description area of these tasks, have the manager outline specific objectives, goals, and instructions so the new hire knows exactly what their obligations are and can meet them successfully.

The purpose of an employee onboarding template is to streamline the process of bringing on new hires. Use standardized setups to ensure every employee gets what they need as they are onboarded with custom fields to collect essential information and get them started with their day-one duties.

Onboarding new employees can be a disorganized process. Information overload or early manager misalignment can impact how new hires adjust to the job. The benefit of having an onboarding template is that it provides a standard and complete process for bringing on new employees.

Yes! You can use Wrike’s employee onboarding template to make custom request forms for other teams and departments. For instance, your new hire will need some hardware from the IT department. Build a custom request form to make sure the new employee’s information is delivered to the IT team who will set up their equipment.

Yes, Wrike’s employee onboarding template is completely free.

With Wrike’s employee onboarding template you can get employees started on day-one tasks, organize and schedule manager reviews, and share information with other departments to ensure the new hire is fully set up with things like payroll, benefits, and training.

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.

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