New hire checklist excel spreadsheet

New Hire Onboarding Checklist - Excel Template

A free, straightforward New Hire Onboarding Checklist Template for Excel. Covers tasks for HR, Security, IT & Direct Lead. Just Download and add your new employee's information, and start tracking the onboarding process!

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New Hire Onboarding Checklist Excel Template Download

Download our free onboarding checklist and keep track of your new hire's progress with this easy-to-use Excel template! - Onboarding a new employee can be a daunting task for any business, especially if you aren't prepared. There are a ton of steps and things to remember when onboarding a new employee, and it's easy to forget something important. That's why we highly recommend having a new hire checklist in place. Be it via an easy-to-use system, a printable pdf, or an excel spreadsheet, trust us - you need one.

Not only does a checklist help ensure a smooth transition for the company, but also for the employee as well (which helps with retention!).

With our free new hire onboarding checklist template, you can easily keep track of the onboarding process from start to finish. Our Excel template covers all the bases of each department, from human resources to security to IT and to the employee's direct manager. This comprehensive list will help ensure that your new hire is set up for success from day one.

Download our free new hire checklist template today to streamline your onboarding process and make onboarding smoother for everyone involved!! Your business will thank you.

Download Your New Hire Onboarding Checklist Excel Template For Free

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FAQs

An onboarding checklist is important because it helps ensure that all the necessary steps are taken in order to successfully onboard a new employee. Depending on how many departments are involved in welcoming a new employee, the onboarding process can be quite complex. A checklist born from the help of a new hire template helps to ensure that nothing is forgotten and that everyone knows what needs to be done.

Having a smooth and successful onboarding process is important for both the company and the employee.

There are a few things that you can do to make the onboarding process easier:

  • Have a plan and timeline in place before the new hire starts

  • Delegate tasks to different team members or departments

  • Use an onboarding checklist!

  • Make sure to communicate often and keep the lines of communication open

  • Set up a mentorship program

  • Have regular check-ins to see how the new hire is doing

If you follow these tips, your onboarding process will be much smoother and easier for everyone involved. New hires will feel welcome and supported, which will help them to assimilate into the company culture and be more productive employees.

While our Excel template covers all the bases for each department, it is business-dependent. Feel free to edit, remove and add items to the checklist as you see fit for your company! Here are a few generic things that you may want to consider adding:

  • A welcome note or email from the company CEO or president

  • Company values and culture

  • An overview of the company's history

  • The employee's job description and responsibilities

  • A tour of the office or worksite

  • Introduction to key team members and managers

Here are some of the items that you may want to consider including in department-specific areas of the new hire checklist:

Human Resources:

  • Offer letter

  • Contract

  • Benefits Overview

  • Background Check

  • Tax Forms

  • Employee handbook

Security:

  • Building access card/fob

  • Computer access

  • Badge photo

IT:

  • Computer set-up

  • Email account set-up

  • Voicemail set-up

  • Network access

  • Printer access

  • Software licenses

Direct Manager:

  • First-day schedule

  • Project overviews

  • Team goals and expectations review

  • One-on-one meeting schedule

  • Mentorship program sign-up (if applicable)

By having a comprehensive and well-thought-out onboarding checklist, you can be sure that your new hire will have everything they need to hit the ground running on their first day. Making the onboarding process as smooth as possible will help to foster a positive working relationship from the start.

This Excel template is easily converted if you prefer to work in Google Sheets! Simply open a new Google sheet and head to file. In the drop-down menu, select open and look for the upload tab (at the time of this, it is at the end of the options). You can then drag and drop the file directly into the popup window or hit browse to look for the file on your desktop.

Once you have imported the file into Google Sheets, feel free to delete the original Excel template- you won't need it anymore! You can now edit, share and use the checklist entirely in Google Sheets.

This is a loaded question as it depends largely on the size of your organization, how often you hire, how many people are hired at once, and personal preference. If you're a small business and only onboard new hires a couple of times a year or infrequently, an excel template might be the best (and easiest) way to track everything.

If you're a mid to large-size organization or a enterprise-level organization, you likely have more complex onboarding needs. You may want to invest in an HRIS (human resources information system) or ATS (applicant tracking system). These software programs can automate a lot of the onboarding process and make things easier for both the HR department and the new hire.

At the end of the day, it's up to you to decide what system will work best for your company. If you're not sure where to start, our excel template is a great starting point that can be easily customized to fit your specific needs.

This Excel onboarding new hire checklist template is free for download and use within your organization. No attribution is required. Resell, or distribution over the internet, or any other medium is strictly prohibited. TeamSense owns all rights, titles, and interests in and to the Excel new hire checklist template.

By using this Excel onboarding new hire checklist template, you agree to the terms and conditions set forth by TeamSense.com. This template is provided "as is" without warranty of any kind, either express or implied. If you'd like to use it for commercial purposes, please contact us for licensing options.

We hope you find this new hire onboarding checklist template helpful in streamlining the onboarding process for your company. If you have any questions or suggestions on how we can improve it, please don't hesitate to reach out to us at hello@teamsense.com! We would love to hear from you. Thanks for using our template!

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