Employee Onboarding Template
Onboad new team-members with ease and help them feel welcome in the company.
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Issue Templates Agent
Onboad new team-members with ease and help them feel welcome in the company.
Last updated
Was this helpful?
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.
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.
Template name: Employee Onboarding
Epic: Onboarding [name of new hire/department]
Description: Create a comprehensive plan for onboarding a new team member.
Tasks:
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
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
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.
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.
Training phase
Description: Prepare training sessions and assign a mentor.
Gather training knowledge base
Assign a coordinator
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 .
