Employee Onboarding Template

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.

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:

1. Click on your name in the top-right corner, go to Account Management, and click on the Request Forms tab on the left.
2. Click + New form and give it a name.
3. Click Select folder where tasks associated with this request submission should be added.
4. 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.