Browse documentation
All templates

Custom table template

Onboarding Checklist

The Onboarding Checklist template creates a step by step checklist per new hire. Each step is a record with an owner and status, so onboarding progress can be filtered, assigned, and automated instead of tracked in a spreadsheet.

Illustrative example

Plan a onboarding checklist record

  1. 01

    New hire

    Link to the User being onboarded.

  2. 02

    Step

    The checklist item, such as collect ID or assign training.

  3. 03

    Owner

    Who completes the step: the hire, a manager, or HR.

A suggested way to organize your information. This diagram is not a product screen.

Plan your fields

Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.

New hire
Link to the User being onboarded.
Step
The checklist item, such as collect ID or assign training.
Owner
Who completes the step: the hire, a manager, or HR.
Due date
When the step should be finished.
Status
Not started, In progress, Blocked, or Completed.

Where this helps your team

  • 1A consistent first week experience for every new hire.
  • 2An onboarding workspace with tabs for in progress, blocked, and completed.
  • 3Pairs with the Documents table for credential collection and verification.