Employee Onboarding Template

Onboad new team-members with ease and help them feel welcome in the company.

Want to ace the onboarding process? Check out our handbook with Atlassian products.

What is the Employee Onboarding process in HR?

Employee onboarding is a crucial process in Human Resources (HR) that focuses on integrating new employees into an organization. It includes the steps and activities designed to help newcomers become familiar with their roles, the company culture, and the overall work environment.

Why should you use a template?

This template is perfect for HR teams, however it also can be assigned for any project where a new employee is going to appear. Customize the description to your needs and enjoy standardized processes. Create a comprehensive onboarding process with one issue template, and don't miss anything.

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Template Example:

Template name: Employee Onboarding

Epic: Onboarding [name of new hire/department]

Description: Create a comprehensive plan for onboarding a new team member.

Tasks:

1. Prepare Onboarding Materials

Description: Description: Ensure all needed contracts are ready for the first day.

Subtasks:

• Sign an employment contract

• Create a welcome package with company swag

1. Set Up Equipment and Workspace

Description: Prepare hardware and software.

Subtasks:

• Order necessary equipment (laptop, phone, etc.).

• Prepare the workstation with essential tools and resources.

• Set up email accounts, and access to internal systems

1. Schedule Onboarding Sessions

Description: Prepare the agenda for the meeting with the team.

Subtasks:

• Create weekly meeting plan

• Send out calendar invites to new employees and involved parties.

1. Orientation phase

Description: Take care of proper company introduction.

• Prepare presentation slides for HR orientation.

• Prepare a Confluence page with information on company policies, structure and benefits, and enrollment process.

1. Training phase

Description: Prepare training sessions and assign a mentor.

• Gather training knowledge base

• Assign a coordinator

1. Assign Onboarding Buddy

Description: Pair the new employee with a seasoned team member to assist with integration and answer questions. Establish regular check-ins for the first few weeks.

You can also define template value for custom fields. Supported custom fields can be found here.