Welcoming a new hire is an exciting milestone, but it can also be challenging for HR teams and managers. Key steps between paperwork, training, and introductions can easily be missed, leading to confusion or disengaged employees.
A new hire checklist template keeps everything on track, ensuring a smooth and welcoming experience from day one.
Whether you’re onboarding in-office, remotely, or at scale, a structured checklist saves time and keeps things consistent. Stick around as we explore the best free new hire checklist templates from ClickUp (and more) to simplify and standardize onboarding.
Free New Hire Checklist Templates for Seamless Employee Onboarding
- 14 New Hire Checklist Templates
- 1. ClickUp Onboarding Checklist Template
- 2. ClickUp New Hire Onboarding List Template
- 3. ClickUp Hiring Checklist Template
- 4. ClickUp 30-60-90 Day Plan Template
- 5. ClickUp Employee Onboarding Template
- 6. ClickUp Employee Action Plan Template
- 7. ClickUp Remote Onboarding Template
- 8. ClickUp Training List for Onboarding Template
- 9. ClickUp General Onboarding Template
- 10. Simple Onboarding Checklist Template by Template.net
- 11. Onboarding Checklist and Progress Tracking Template by Template.net
- 12. Onboarding Checklist Form Template by Template.net
- 13. Developer Onboarding Checklist Template by Template.net
- 14. Client Onboarding Process Template by Template.net
- What are New Hire Checklist Templates?
- What Makes a Good New Hire Checklist Template?
- Make Employee Onboarding Seamless with ClickUp Templates
🔎 Did You Know? According to Gallup, just 29% of employees feel fully equipped to succeed in their new role after onboarding. A well-structured hiring process bridges this gap by providing new hires with clear expectations, resources, and support.
Summarize this article for me please14 New Hire Checklist Templates
As an HR professional or hiring manager, finding the right new hire checklist template can make all the difference in standardizing your onboarding process. To help you choose the best fit, we’ve rounded up 14 top templates with their standout features and ideal use cases.
1. ClickUp Onboarding Checklist Template
ClickUp Onboarding Checklist Template helps HR teams simplify employee hiring by tracking tasks, deadlines, and key milestones. This task-based template has customizable features for a smooth and efficient onboarding experience.
The template provides new hires with all the information they need to hit the ground running and reduces the time required to get them up to speed. Let’s be honest; no one wants their first day to feel like an escape room without clues!
⚒️ Key Features
- Custom statuses to monitor onboarding progress so that every step is completed on time
- Get access to nine custom fields to store essential employee details like job title, start date, and department for better organization
- Use multiple view options, including Calendar for setting deadlines and Board for visual progress tracking, making onboarding checklists using ClickUp more structured
🎯 Ideal For: Organizations looking for a ready-to-use task-based onboarding checklist to manage large-scale hiring.
💡 Pro Tip: Ditch the messy spreadsheets and opt for an interactive onboarding checklist that keeps everything organized in one place. Onboarding templates by ClickUp let you assign tasks, track progress, and collaborate effortlessly—so new hires feel supported from day one. Why reinvent the wheel when you can just ClickUp it? 📋✨
2. ClickUp New Hire Onboarding List Template
Designed for beginners, the ClickUp New Hire Onboarding List Template assures that every new employee is well-prepared before their first day. This next template is perfect for refining your new hire onboarding process with a structured and easy-to-follow checklist.
It has a ready-to-use subcategory to get you started in seconds and help you stay organized effortlessly. Plus, the framework ensures a consistent onboarding experience for all new staff by ensuring no crucial steps are missed.
📮 ClickUp Insight: When systems fail, employees get creative—but that’s not always a good thing. 17% of employees rely on personal workarounds like saving emails, taking screenshots, or painstakingly taking their own notes to track work. Meanwhile, 20% of employees can’t find what they need and resort to asking colleagues—interrupting focus time for both parties. With ClickUp, you can turn emails into trackable tasks, link chats to tasks, get answers from AI, and more within a single workspace!
💫 Real Results: Teams like QubicaAMF reclaimed 5+ hours weekly using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!
⚒️ Key Features
- Increase productivity with three custom views, List, Doc, and Board, to manage tasks in the format that best suits your workflow
- Monitor progress clearly with two status options (Open and Complete) to keep onboarding on schedule
- Stay on top of each step with the three custom fields (Task Owner, Completion %, and Onboarding Phase)
🎯 Ideal For: HR teams and managers who need a simple yet effective checklist to help with a smooth transition for new employees.
💡 Pro Tip: Want to make onboarding feel rewarding instead of overwhelming? Use the ClickUp HR Management platform for customizable views, ready-to-use templates, and trackable tasks. The solution lets you:
- Create a hub of employee information with all documents, interaction details, and more in one place
- Track the status of each candidate to see where they stand on the hiring timeline
- Set reminders for interviews and training sessions so everyone is present at important events
3. ClickUp Hiring Checklist Template
Find the right talent faster with the ClickUp Hiring Checklist Template, which is curated to keep every step of the employee hiring process on track. This beginner-friendly template helps you define hiring expectations, create structured workflows, and prioritize recruitment tasks. It includes essential checklist points and allows you to add custom steps as needed.
No more missed emails, forgotten paperwork, or last-minute scrambles—a well-structured, foolproof employee onboarding system that keeps everything on track.
⚒️ Key Features
- Track your hire’s progress at each stage with a custom status option
- Categorize hiring statuses with custom fields for better task management
- Access List, Gantt, and Calendar Views to help teams visualize the hiring pipeline
- Make collaboration very easy with features like nested subtasks, multiple assignees, and priority labels
🎯 Ideal For: For teams looking to standardize their recruitment process, this template makes sure nothing falls through the cracks, from drafting job descriptions to final onboarding.
4. ClickUp 30-60-90 Day Plan Template
Starting a new role or stepping into a leadership position is sometimes overwhelming, but a well-structured plan makes all the difference.
The ClickUp 30-60-90 Day Plan Template helps new hires and recently promoted employees outline clear objectives, track progress, and stay aligned with the company mission.
The template allows you to set personal and business objectives to keep the hiring on track. Get an actionable plan and cultivate relationships with your employees quickly.
⚒️ Key Features
- Facilitates goal-setting in three critical phases, 30, 60, and 90 days
- Helps users define milestones, break goals into actionable steps, and set deadlines
- Includes dedicated stages and accountability fields for clear responsibilities and expectations
🎯 Ideal For: Professionals stepping into new roles and senior or leadership positions.
💡 Pro Tip: Learn how to create an effective 30-60-90 day plan for onboarding. Set your new hires up for success with a structured roadmap that guides them through their first three months!
5. ClickUp Employee Onboarding Template
Bringing new employees on board goes beyond mere paperwork. The ClickUp Employee Onboarding Checklist Template helps integrate new employees into the company culture from day one.
In this template, businesses can outline the position objectives and overall company goals to provide clarity from the start. They can also structure a weekly goals checklist for a smooth employee transition.
This new hire template helps HR professionals manage onboarding tasks effortlessly with clear new hire checklists and structured communication workflows.
⚒️ Key Features
- Enable real-time progress tracking and proactive issue resolution with custom statuses like Ready for Review and Help Needed
- Align tasks with company timelines for a structured onboarding process with the Onboarding Week field
- Keep essential materials like the employee handbook and policies easily accessible in one place with the Doc view
🎯 Ideal For: Ideal for HR professionals and hiring managers who need a structured onboarding solution with built-in progress tracking.
🔎 Did You Know? Only 37% of companies ensure that their onboarding lasts over a month. But, many organizations have a longer or even shorter onboarding process. It looks like there’s a bit of debate on the ideal timeline!
6. ClickUp Employee Action Plan Template
Think of an employee action plan as your GPS for success because, without it, you’re just driving in circles, hoping to end up in the right place! The ClickUp Employee Action Plan Template ensures employee goals align with company objectives.
It is also easy to monitor progress, course-correct when needed, and provide real-time feedback like a pro.
No more guesswork or endless check-ins! It helps managers cut through the chaos by setting clear onboarding goals, tracking progress, and measuring performance in one neatly organized space.
⚒️ Key Features
- Enable managers to create structured action plans, categorize tasks, assign deadlines, and collaborate with stakeholders
- Use built-in tracking features to help HR professionals measure goal impact and refine strategies as needed
- Get automated notifications and real-time updates to keep teams focused and productive
🎯 Ideal For: Managers, HR teams, and team leads who want to be on the same page and work mutually towards company goals.
7. ClickUp Remote Onboarding Template
Hiring remote employees can be challenging without the right structure and resources. The ClickUp Remote Onboarding Template simplifies the process by keeping everything (tasks, resources, and progress tracking) in one place.
Don’t let your new hires feel like they’re lost in cyberspace. Help them succeed with an organized and stress-free onboarding experience.
⚒️ Key Features
- Organize essential details with custom fields such as Category, Requester, and Task Type
- Get easy access to key information with the Employee Handbook, List View, and Template Guide
- Streamline tasks with built-in project management features (time tracking, task dependencies, automated emails, etc.)
🎯 Ideal For: HR teams and managers looking to create a structured, digital-first onboarding experience. Perfect for hybrid as well as remote employees.
🔎 Did You Know? Almost 63% of remote employees feel they don’t get enough training during onboarding. Even more concerning, 36% found the onboarding process downright confusing.
8. ClickUp Training List for Onboarding Template
Bringing new hires up to speed shouldn’t feel like a juggling act. The ClickUp Training List for Onboarding Template brings the power of visuals to your hiring process to streamline it!
It ensures that every new employee gets the right training without overwhelming them with the onboarding process.
This template helps you organize essential training topics, track new hire’s progress, and keep all resources in one accessible place. A confident, well-trained employee is a productive one.
⚒️ Key Features
- Monitor completion and custom fields to categorize key details with built-in tools like custom statuses
- Access multiple views (List, Gantt, and Calendar) for better visualization of the whole process
- Brainstorm topics for employee training to ensure that you cover everything from company policies to product knowledge
🎯 Ideal For: HR professionals and managers who want to standardize onboarding so that employees get access to a proper training solution for in-office, remote, or hybrid teams.
💡 Pro Tip: HR managers have a lot on their plate, and finishing every task on time gets chaotic. This is where AI tools for Human Resources come in handy. They handle everything from employee onboarding and applicant tracking to employee performance and engagement!
9. ClickUp General Onboarding Template
The ClickUp General Employee Onboarding Template simplifies the hiring process for small to midsize business organizations.
It is a beginner-friendly, ready-to-use template that eliminates speculations regarding onboarding plans and helps HR teams and managers track training and key milestones efficiently.
Since it’s a general template, businesses across various industries, such as tech startups, retail, healthcare, finance, etc., can easily customize it to fit their unique onboarding needs.
⚒️ Key Features
- View due dates and priorities of every employee involved in hiring to keep things on schedule
- Custom fields like Onboarding Stage, Department, and Activity Type make sure no detail is overlooked
- Use the template for both remote and in-person employee onboarding
🎯 Ideal For: Small to mid-sized companies and fast-growing teams looking for a systematic hiring process.
🤔 New to onboarding in ClickUp? This template has you covered! It highlights targeted courses and resources to help your team get up to speed quickly and seamlessly. 🚀
10. Simple Onboarding Checklist Template by Template.net
The Simple Onboarding Checklist Template makes tracking tasks easier and creates a structured process for welcoming new hires.
This template’s four sections cover every onboarding stage: Preboarding and Welcome Calls, Internal Prep and Setup, First-Day Introductions, and Ongoing Training and Performance Reviews.
It is easy to use, fully customizable, and available in multiple file formats (Microsoft Word, PDF, Google Docs, Apple Pages) to fit different needs.
⚒️ Key Features
- Navigate through the uniform design to get things done quickly and easily
- Use the modern and highly adaptable template to cater to the needs of multiple industries
- Create both digital and physical checklists, making it convenient for teams to follow along
🎯 Ideal For: Small-sized business organizations with less frequent hiring needing a straightforward design.
11. Onboarding Checklist and Progress Tracking Template by Template.net
The Onboarding Checklist and Progress Tracking Template provide a clear roadmap for the first month. The template is divided into three sections, each with different activities, to-do items, and respective timelines.
Businesses can personalize this template by adding their company logo, email address, website, phone number, and office address. The best part is that it is comprehensive and can be edited online.
⚒️ Key Features
- Use the first-week orientation section, with details about the company overview, team introductions for an initial training session
- Move on to the next section for week two to cover product training, mentorship, and project introductions
- End with the final section with performance reviews, feedback, and an integration review with HR
🎯 Ideal For: Companies hiring frequently and organizations looking to improve their hiring experience with detailed feedback and documentation.
12. Onboarding Checklist Form Template by Template.net
Starting a new job involves many moving parts, and keeping track of them is difficult. To avoid confusion, this Onboarding Checklist Form helps employees and HR stay on the same page.
The top section of the template is dedicated to employee information, whereas the next section lists all the onboarding steps. Edit it online, fill in your organization details, and save it! You’re good to go.
⚒️ Key Features
- List the essential onboarding steps like signing the offer letter, submitting payroll details, and setting up access for smooth onboarding
- Monitor progress, add notes, and confirm when key tasks are completed
- Fill in first-week assignments and feedback to customize the template for different roles
🎯 Ideal For: HR, hiring managers, and team leads who want a structured yet flexible way to guide new hires through their first days.
13. Developer Onboarding Checklist Template by Template.net
Are you a tech company that hires frequently? Starting a developer role means employees must be extensively trained on tools, workflows, and coding standards to ensure a smooth transition.
The Developer Onboarding Checklist Template is tailored specifically for tech professionals. It begins with pre-onboarding essentials like reviewing onboarding documents, submitting HR forms, and setting up a workstation with the required software and tools.
⚒️ Key Features
- Cover company culture, team introductions, and access to internal communication channels for a comprehensive initial training session
- Help new hires set up version control systems and gain access to repositories with the environment configuration section
- Utilize documentation reviews and code walkthroughs to help new hires thoroughly understand the codebase
🎯 Ideal For: Organizations and tech teams looking for a checklist covering different parts of onboarding for a developer.
14. Client Onboarding Process Template by Template.net
This Client Onboarding Process Checklist is a must-have for accounting firms. It ensures a smooth start-up by helping you gather crucial details, like contact information, business structure, and financial records, so nothing slips through the cracks.
With this template in place, you can focus on building strong client relationships instead of chasing paperwork.
⚒️ Key Features
- Finalize the engagement agreement, outline service terms and confidentiality measures, and set up secure client portal access
- Use the comprehensive feedback section to improve the hiring experience
- Create a clear outline of the next steps for ongoing financial management and advisory services to save time
🎯 Ideal For: Small and mid-sized accounting firms for client onboarding.
📌 Also Check Out: ClickUp’s HR & RecruitingTemplates—hiring, onboarding, and employee management with ready-made templates designed for HR teams!
Summarize this article for me pleaseWhat are New Hire Checklist Templates?
New hire checklist templates are structured documents that outline essential tasks and steps for onboarding new employees. These templates help hiring managers, business owners, and team leads optimize HR processes for a smooth transition of new hires.
Such templates cover preboarding paperwork, onboarding programs, first-week training schedules, and everything between and beyond.
A well-designed employee onboarding checklist includes sections for administrative tasks, IT setup, compliance requirements, introductions to company culture, and role-specific training. The best part is that most of these checklists are customizable based on company size, industry, and whether employees work remotely or in the office.
A new hire checklist template will:
- Standardize onboarding so that every new hire receives the same experience
- Reduce administrative workload by organizing hiring tasks in a structured format
- Improve employee engagement by making onboarding smoother and more welcoming
- Speed up productivity by helping new employees quickly adapt to their roles
Summarize this article for me pleaseWhat Makes a Good New Hire Checklist Template?
A good new hire onboarding checklist template works like a to-do list—clear, comprehensive, and adaptable to different roles and work environments. Its purpose is to ensure that nothing gets overlooked.
The following are the key elements of an effective checklist:
- Logical structure: Tasks should be arranged in a step-by-step sequence, covering preboarding, first-day essentials, and long-term employment milestones
- Customization options: The template should be flexible to accommodate different job roles, departments, and remote or in-office employees
- Compliance and documentation: Must include sections for legal forms, company policies, benefits information, tax documents, and security protocols
- Technology setup: Covers IT requirements like email setup, system access, and software installations so that employees may start work without delays
- Company culture integration: Includes steps for introducing new hires to mission, values, leadership, and workplace expectations
Work smarter with ClickUp templates
ClickUp has a template for everything—project planning, meeting notes, campaign tracking, sales pipelines, you name it. These ready-to-use templates help you skip setup and jump straight into action. Customize them to match your team’s workflow and save hours every week.
Summarize this article for me pleaseMake Employee Onboarding Seamless with ClickUp Templates
A solid hire onboarding checklist is key to an effective onboarding process that helps new employees hit the ground running. A well-thought-out onboarding plan, backed by practical onboarding tips, makes the transition less overwhelming.
New hire checklist templates significantly enhance your onboarding process. Whatever template you select, remember that you’re establishing a foundation for long-term employee success.
Make new hire management seamless with ClickUp’s HR & Recruiting templates. Keep projects on track, collaborate effectively, and build a winning team in one powerful workspace. The best part? It’s free.Sign up for ClickUp today.
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