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.
Gallery description
Onboarding checklists help new hires get settled at your company. Create your ideal onboarding experience for your team.
Where you see this
On the Create New Custom Table screen when a workspace is built on a Custom Table. Templates create starter fields you can rename, extend, or permission.
Starter fields
What the template creates
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.
How teams use it
Related
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