Employee Onboarding Checklist (Example 2)

Organized, shareable checklist for onboarding new employees

Overview

• Color-coded to enhance visibility and quick identification of task status
• Kanban-style board view provides an intuitive, drag-and-drop interface for managing checklist tasks
• Checklist duplication allows copying for recurring onboarding processes
• The commenting feature enables collaboration and notes for tracking progress
• Custom Fields support additional data points to tailor the checklist to company needs

Benefits

• Centralizes onboarding tasks in one place, so HR, managers, and IT can easily collaborate and stay aligned
• Ensures consistency across new hires, by using a repeatable, structured checklist that covers every required step
• Tracks task ownership and progress, making it clear who’s responsible for what and what’s been completed
• Improves transparency for all stakeholders, with real-time visibility into onboarding status
• Reduces manual follow-ups, thanks to built-in reminders, notifications, and due dates
• Makes onboarding scalable, allowing the checklist to be easily duplicated or adapted for different roles or departments

Features

• Metadata
• Choice Column
• Yes/No Column
• Person or Group Column
• Conditional Formatting
• Grouped View
• Board View
• Comments

Applications