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Employee Onboarding

Onboarding is how to make your new hire feel welcomed and hit the ground running.
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Employee Onboarding
,  Wednesday, August 18
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Prior to the First Day

Are all relevant resources and materials prepared for the new hire's first day? This includes employee onboarding paperwork, tools they will need access to, and their workstation. Share any resources the new hire should consult before starting.

Company General Information

Share important company information with the new hire. This includes company values, culture, special achievements, and roadmaps for main objectives.

Company Life

Walk the newcomer through a typical week here. Share your insights into office life. Include information such as typical operating hours, where they can park, how they will access the building, and what the company dress code is.

Tour of the Office

Take the new employee on a tour around the office. Let them know where all the important and common areas (e.g., their workspace, bathroom, kitchen, etc.).

Role Responsibilities

Review the new hire's role and responsibilities. Explain expectations, long-term goals, and how they fit into the company's vision. Note everything here to share with them later for easy reference.

Paperwork Review

Review all relevant paperwork like benefits packages. Share this information here so the employee can easily reference it.

Team Introduction

Introduce the new employee to key stakeholders in their role. Assign them a mentor who can assist them in getting up to speed.

Tools & Resources

Share all tools and accounts relevant to the new employee's role. List them here for easy reference.

Reading & Training Material

Is there any training material or required reading? List them here for easy reference. You can share this prior to the first day if appropriate.

Other Discussion Points

Did the new hire raise any interesting questions or noteworthy topics during the employee onboarding process? Note them here.

Main Takeaways

Create a list of takeaways for both the new hire and your team to help get them acclimated.

Next Steps

What's next? Clarify the agenda for the next few weeks as well as the first project for the new employee. Note this information here to share and make actionable.


Should we schedule a follow-up meeting to check over paperwork and check in on progress?


Plan to review the onboarding process over the next 60 days. Regularly check in with the new employee for their opinion. Note opportunities to improve it and make plans to implement them.

How to use this template

First impressions matter. Your onboarding process is your opportunity to integrate a new employee properly into your culture. But you only get one chance. Make it count and make sure your new hire is ready to hit the ground running with our employee onboarding template.

The first few days of a new employee's experience sets the tone. 15% of employees say poor onboarding factored into their decision to quit. On the other hand, great onboarding can accelerate company growth and performance. Organizations with stellar onboarding processes have a 50% greater employee retention rate than their counterparts.

This employee onboarding template provides everything you need to make your new hire feel welcomed, engaged, and prepared for their role.

It's no secret that employee onboarding can be a complex endeavor. Following a preplanned process is the only way to ensure you cover all crucial steps. But no two employee onboarding methods are the same. This flexible meeting note template gives you all the essentials you need while leaving room for your unique input. Customize it to create your own onboarding experience.

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Onboarding can also quickly get overwhelming for your new team member. Streamline the process and keep it fun, exciting, and painless with sharing and centralization capabilities. With the ability to access the resources they need at any time, your new hire will be effective, productive, and autonomous in no time at all.

Last but not least, this employee onboarding template doesn't only let you take notes—it allows you to take action. You can turn any part of this outline into actionable, assignable tasks in your favorite tools and platforms with a few simple clicks. This helps you ensure everything's checked off on your end and enables your new hire to get familiarized with your work environment.

Make each first impression the beginning of a great working relationship with this employee onboarding template.

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