Operations template

Free

Employee onboarding template

A free employee onboarding board that gives every new hire the same well-planned start. Columns follow the journey from before day one to the end of the first quarter, and each card holds a checklist for equipment, accounts, introductions and goals. Managers, IT and people teams can each see their part.

Who it's for

People teams, managers and small businesses welcoming new employees, in the office or remote.

What's on the board

Columns

  1. Before day one
  2. First week
  3. First month
  4. First quarter
  5. Done

Labels

  • it
  • people-team
  • manager
  • new-hire

6 example cards included. Rename, reorder and add columns any time.

Preview

The board you get, with its example cards. Remove them or keep them as a guide.

Use this template
  1. Before day one

    2
      • it

      Prepare equipment and accounts

      • Laptop ordered
      • Email and chat accounts
      • Access to shared drives
      • people-team

      Send the welcome pack

      • First-day schedule
      • Handbook
      • Who to ask for what
  2. First week

    2
      • manager

      Meet the team

      • Team lunch or video call
      • Pick an onboarding buddy
      • One-to-one with the manager
      • new-hire

      Complete required training

      • Security basics
      • Tools walkthrough
      • Company policies
  3. First month

    1
      • manager
      • new-hire

      Agree 30-60-90 day goals

  4. First quarter

    1
      • manager
      • people-team

      First-quarter check-in

      • What is going well
      • What is unclear
      • Feedback on onboarding
  5. Done

    0
    • No cards yet