{"id":54046,"date":"2025-04-22T19:23:10","date_gmt":"2025-04-23T02:23:10","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=54046"},"modified":"2025-05-20T06:38:01","modified_gmt":"2025-05-20T13:38:01","slug":"onboarding-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/onboarding-templates\/","title":{"rendered":"10 Employee Onboarding Checklist Templates in Excel &#038; ClickUp"},"content":{"rendered":"\n<p><script type=\"application\/ld+json\"><br \/>\n{<br \/>\n  \"@context\": \"http:\/\/schema.org\",<br \/>\n  \"@type\": \"FAQPage\",<br \/>\n  \"mainEntity\": [<br \/>\n    {<br \/>\n      \"@type\": \"Question\",<br \/>\n      \"name\": \"Essential Elements of an Effective Onboarding Template\",<br \/>\n      \"acceptedAnswer\": {<br \/>\n        \"@type\": \"Answer\",<br \/>\n        \"text\": \"A tell-tale sign of a high-quality onboarding template is its flexibility. This ensures your template can be easily adapted to your organization, from role to role, and by each new hire that uses it.\"<br \/>\n      }<br \/>\n    }<br \/>\n  ]<br \/>\n}<br \/>\n<\/script><\/p>\n\n\n\n<p>Hiring your dream team is only half the battle\u2014now you\u2019ve go to retain them!<\/p>\n\n\n\n<p>\u2026And what\u2019s the first step in reducing employee churn and keeping your best people by your side? An effective onboarding process!<\/p>\n\n\n\n<p>Your team, <a href=\"https:\/\/clickup.com\/teams\/human-resources\">HR department<\/a>, and personal experience can surely tell you that employee onboarding is no walk in the park. That\u2019s why the top companies and managers lean on customizable onboarding checklist templates to keep everything running smoothly from your new hire\u2019s very first day.<\/p>\n\n\n\n<p>With so many distinct org structures and <a href=\"https:\/\/clickup.com\/blog\/checklist-templates\/\">checklist templates<\/a> to choose from, integrating the right template into your onboarding process can be tiresome and time-consuming if you don\u2019t know what features to look for.&nbsp;<\/p>\n\n\n\n<p>But we\u2019re here to help! With a full breakdown of everything you need to know about employee onboarding and the essential features to look for in your next onboarding checklist template. Plus access 10 of the best employee onboarding checklists and templates directly from this article!<\/p>\n\n\n\n<p>Let\u2019s dive in. \ud83e\udd3f<\/p>\n\n\n\n<div class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\" id=\"ub_table-of-contents-bb36457c-ea2c-49ad-9aaf-1e10f3973011\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#0-what-is-an-onboarding-checklist-template\">What is an Onboarding Checklist Template?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#1-essential-elements-of-an-effective-onboarding-template\">Essential Elements of an Effective Onboarding Template<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#2-10-onboarding-templates\">10 Onboarding Templates<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#3-1-onboarding-checklist-template-by-clickup\">1. Onboarding Checklist Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#4-2-employee-onboarding-template-by-clickup\">2. Employee Onboarding Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#5-3-employee-onboarding-doc-template-by-clickup\">3. Employee Onboarding Doc Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#6-4-general-employee-onboarding-template-by-clickup\">4. General Employee Onboarding Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#7-5-new-hire-onboarding-template-by-clickup\">5. New Hire Onboarding Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#8-6-remote-onboarding-template-by-clickup\">6. Remote Onboarding Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#9-7-30-60-90-day-plan-template-by-clickup\">7. 30-60-90 Day Plan Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#10-8-training-rollout-plan-template-by-clickup\">8. Training Rollout Plan Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#11-9-employee-action-plan-template-by-clickup\">9. Employee Action Plan Template by ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/#12-10-onboarding-template-for-excel\">10. Onboarding Template for Excel<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-an-onboarding-checklist-template\">What is an Onboarding Checklist Template?<\/h2>\n\n\n\n<p>The onboarding process can feel a bit like a juggling act managing steps, documents, and people at once\u2014that\u2019s why we suggest starting with and customizing an onboarding template!<\/p>\n\n\n\n<p>Onboarding templates are pre-built, collaborative documents to standardize and expedite the onboarding process for future new hires.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-202.png\" alt=\"ClickUp Docs\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?product=docs_wikis\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Collaborate Effectively in ClickUp Docs\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Collaborate Effectively in ClickUp Docs&quot;}\">Collaborate Effectively in ClickUp Docs<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Docs allows rich formatting and slash commands<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Your template may come in the form of a checklist, pre-made tasks, training materials, best practices, and more to launch your onboarding program into action. Your template may even include each of these components bundled together! The goal is to help you create an <a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">efficient onboarding process<\/a> or improve upon the one you already have in place. This ensures that each new hire has a consistent and streamlined onboarding experience, and no employee falls through the cracks within their first few weeks.<\/p>\n\n\n\n<p>Even if your org is already working with other <a href=\"https:\/\/clickup.com\/blog\/free-hr-templates\/\">HR templates<\/a>, using one that is specific to onboarding will help you streamline the overall process, realize areas you might\u2019ve missed, and make the experience more engaging all around.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-essential-elements-of-an-effective-onboarding-template\">Essential Elements of an Effective Onboarding Template<\/h2>\n\n\n\n<p>A tell-tale sign of a high-quality onboarding template is its flexibility. This ensures your template can be easily adapted to your organization, from role to role, and by each new hire that uses it. Your onboarding template should help you quickly achieve some (or all) of the following <a href=\"https:\/\/clickup.com\/blog\/onboarding-goals\/\">onboarding goals<\/a>:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Set clear onboarding expectations<\/strong> and objectives for your new hires to understand the process to come<\/li>\n\n\n\n<li><strong>Create a standardized process<\/strong> and roadmap for employees to use as a resource and follow at their own pace<\/li>\n\n\n\n<li><strong>Foster <\/strong><a href=\"https:\/\/clickup.com\/blog\/how-to-welcome-new-hires\/\"><strong>clear communication<\/strong> between the new employee<\/a>, their manager, other stakeholders in the organization, and your HR or People Operations teams<\/li>\n\n\n\n<li><strong>Encourage <\/strong><a href=\"https:\/\/clickup.com\/blog\/employee-engagement-software\/\">employee engagement<\/a> with members outside of their immediate team. This helps new hires know that you care about their growth, fosters a healthy company culture, and drives new mentorships<\/li>\n<\/ul>\n\n\n\n<p>You may not need all of these elements in your next onboarding template, but you will need an established <a href=\"https:\/\/clickup.com\/blog\/hr-software\/\">HR software<\/a> or <a href=\"https:\/\/clickup.com\/teams\/project-management\">project management solution<\/a> to achieve any of them! <\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Over 15 views in ClickUp\" class=\"wp-image-30854\" decoding=\"async\" height=\"620\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/12\/Views_Animation_1.gif\" width=\"993\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Visualize your tasks with over 15 views in ClickUp including List, Board, and Calendar<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Within your preferred <a href=\"https:\/\/clickup.com\/blog\/onboarding-software\/\">onboarding software<\/a>, there are several necessary features to look for no matter what your <a href=\"https:\/\/clickup.com\/blog\/hr-kpis\/\">HR KPIs<\/a> and onboarding goals are. Including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">Custom statuses<\/a> to quickly communicate where each new hire is with each onboarding task<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> and checklists to document the steps in your onboarding process and mark whether they\u2019ve been completed<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/automations\">Automations<\/a> to help new hires move through the onboarding process as quickly as possible\u2014even asynchronously&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/views\">Multiple views<\/a> so new hires and managers can visualize onboarding task lists, schedules, workloads, progress, and more<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/custom-fields\">Custom Fields<\/a> to attach and access key information like documents, hiring dates, salaries, equipment needs, security stages, and more<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/best-clickup-integrations\/\">Multiple integrations<\/a> to bring more context from other work tools into your onboarding template&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-10-onboarding-templates\">10 Onboarding Templates<\/h2>\n\n\n\n<p>We\u2019ve covered the onboarding basics and significant elements of any successful onboarding checklist template, now it\u2019s time to put that knowledge to the test!<\/p>\n\n\n\n<p>Consider the needs, roles, and requirements of your organization as you browse 10 of the best onboarding checklist templates for any team.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-onboarding-checklist-template-by-clickup\">1. Onboarding Checklist Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image-951.png\" alt=\"ClickUp Onboarding Checklist Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-2wpaqd3&amp;department=hr-recruiting\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Never miss sharing important details with new joiners through the ClickUp Onboarding  Checklist Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Starting things off nice and simple, the <a href=\"https:\/\/clickup.com\/templates\/onboarding-checklist-t-2wpaqd3\">Onboarding Checklist Template by ClickUp<\/a> applies a thorough, pre-built task <a href=\"https:\/\/clickup.com\/hierarchy-guide\">List to your Workspace<\/a>. Task templates are excellent resources for building reusable day-to-day processes, and with nine Custom Fields, this template will also keep each candidate\u2019s information neatly organized and easily accessible.&nbsp;<\/p>\n\n\n\n<p>This is a great template for the onboarding team and managers to use for each new hire, where each task can be renamed to track the employee\u2019s progress throughout the onboarding process.<\/p>\n\n\n\n<p>When you open this task template, you\u2019ll immediately see the Getting Started Guide in the task description, along with a breakdown of each Custom Field you\u2019ll find below it and any relevant <a href=\"https:\/\/help.clickup.com\/hc\/en-us\">Help Docs<\/a>.<\/p>\n\n\n\n<p>From there, the task is broken down further into nine subtasks that cover everything from team introductions through equipment checklists\u2014even a reminder to send the employee a post-onboarding survey!<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/meet-the-team-templates\/\">Meet the Team Templates<\/a><\/em><\/strong><\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-2wpaqd3\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-2-employee-onboarding-template-by-clickup\">2. Employee Onboarding Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image-952.png\" alt=\"ClickUp Employee Onboarding Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-127240584\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Start optimizing your employee onboarding journey today with the ClickUp Employee Onboarding Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>While the previous onboarding checklist template is straightforward and beginner-friendly, the <a href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-127240584\">Employee Onboarding Template by ClickUp<\/a> is where things start to dig deeper. In this detailed Folder, you\u2019ll find:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Three custom statuses<\/li>\n\n\n\n<li>25 Custom Fields<\/li>\n\n\n\n<li>Seven <a href=\"https:\/\/clickup.com\/blog\/workflow-examples\/\">workflow views<\/a><\/li>\n<\/ul>\n\n\n\n<p>And more to thoroughly immerse your new hire in your company\u2019s best practices, policies, culture, values, and processes. With more advanced features\u2014including automations to create new subtasks as Custom Fields change\u2014managers can streamline communication between teams during the onboarding process.<\/p>\n\n\n\n<p>In your onboarding Folder, you\u2019ll find separate Lists for HR, legal, IT, and security teams, and corresponding tasks for each new hire organized on a Kanban board using <a href=\"https:\/\/clickup.com\/features\/kanban-board\">Board view in ClickUp<\/a>. Separate Lists will help the members and managers keep track of the items other departments are accountable for during the onboarding, like equipment shipments, desk assignments, payroll, benefits, and much more.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best Practices for Board View in ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/M6whbb4SN8c?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>And with pre-made Custom Fields for the employee\u2019s department, title, start date, email, and onboarding stage, managers, watchers, and assignees can easily access basic but important information at a glance\u2014without having to click into a task or away from your Kanban board.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-127240584\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-3-employee-onboarding-doc-template-by-clickup\">3. Employee Onboarding Doc Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"Employee Onboarding Doc Template by ClickUp\" class=\"wp-image-54058\" decoding=\"async\" height=\"763\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-1400x763.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-1400x763.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-300x163.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-768x418.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-1536x837.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3-700x381.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image2-3.png 1999w\" width=\"1400\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Employee Onboarding Doc Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Taking things further yet again, the <a href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-48349788\">Employee Onboarding Doc Template by ClickUp<\/a> walks you through the process of building a weeks-long onboarding process, virtually from scratch. The major difference between this template and the ones we saw ahead of it? This template is less of a resource for managers and more so for the new hire to follow along themselves.<\/p>\n\n\n\n<p>This template applies an entire Space to your platform with separate Lists for each new hire. In their individual List, they\u2019ll find tasks broken down week by week, guiding them through every action item\u2014from setting up an email signature to developing their quarterly goals.&nbsp;<\/p>\n\n\n\n<p>Designed to map out your new hire\u2019s first 90 days, this template packs a punch on the features front. With eight custom statuses, Custom Fields, five <a href=\"https:\/\/clickup.com\/clickapps\">ClickApps<\/a>, and three workflow views to ensure employees have everything they need to stay on top of their onboarding workloads.<\/p>\n\n\n\n<p>Not sure where to begin with such a loaded template? Start with the comprehensive Getting Started <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Doc<\/a> to make your setup process as efficient as possible.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-48349788&amp;_gl=1*saee15*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-4-general-employee-onboarding-template-by-clickup\">4. General Employee Onboarding Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"General Employee Onboarding Template by ClickUp\" class=\"wp-image-54057\" decoding=\"async\" height=\"805\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image6.gif\" width=\"1920\"><p><\/p>\n<figcaption class=\"wp-element-caption\">General Employee Onboarding Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/general-employee-onboarding-t-182148322\">General Employee Onboarding Template by ClickUp<\/a> is a scaled-up variation of the onboarding checklist task template we saw earlier. With additional custom statuses, workflow views, Help Docs, and Custom Fields, this template provides a thorough roadmap of the entire onboarding process to guarantee a good first impression.<\/p>\n\n\n\n<p>Especially if you\u2019re managing multiple new hires at a time across different departments, this thorough list will help onboarding managers build out realistic timelines for any number of activities\u2014plus, a pre-built Kanban board to oversee all task progress.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-182148322&amp;_gl=1*45jy2d*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-5-new-hire-onboarding-template-by-clickup\">5. New Hire Onboarding Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"New Hire Onboarding Template by ClickUp\" class=\"wp-image-54056\" decoding=\"async\" height=\"672\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image9.gif\" width=\"1436\"><p><\/p>\n<figcaption class=\"wp-element-caption\">New Hire Onboarding Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/new-hire-onboarding-t-205427820\">New Hire Onboarding Template by ClickUp<\/a> is the onboarding checklist you wish you had on your own first day. Designed for the employee, this template helps new members hold themselves accountable with customizable tasks throughout their first month. It shows them what needs to be done, how much time they have to complete it, and what will happen next.&nbsp;<\/p>\n\n\n\n<p>Plus, Custom Fields shows the new hire key information from a high-level view, including which departments own what tasks, deadlines, priorities, progress percentages, and more.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-205427820&amp;_gl=1*45jy2d*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5a037457-a1a4-4aa3-a9e0-95605fa508b3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">92% of knowledge workers<\/a> risk losing important decisions scattered across chat, email, and spreadsheets. Without a unified system for capturing and tracking decisions, critical business insights get lost in the digital noise. With <a href=\"https:\/\/clickup.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u2019s<\/a> Task Management capabilities, you never have to worry about this. Create tasks from chat, task comments, docs, and emails with a single click!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Start Using ClickUp<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"8-6-remote-onboarding-template-by-clickup\">6. Remote Onboarding Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"Remote Onboarding Template by ClickUp\" class=\"wp-image-54055\" decoding=\"async\" height=\"677\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-1400x677.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-1400x677.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-300x145.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-768x372.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-1536x743.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1-700x339.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image7-1.png 1999w\" width=\"1400\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Remote Onboarding Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The transition from in-person to remote working can be lengthy and sometimes bumpy\u2014it also requires an onboarding process of its own! Even if you\u2019re coming from a small organization that\u2019s worked together at length, each member must follow the proper steps to make sure they\u2019re working from home effectively and efficiently from the jump.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/remote-onboarding-t-102451744\">Remote Onboarding Template by ClickUp<\/a> is a great way to ease new and existing team members into using a dynamic <a href=\"https:\/\/clickup.com\/blog\/best-productivity-tools\/\">productivity tool<\/a> like ClickUp, master its features, and create new digital processes as quickly as possible.&nbsp;<\/p>\n\n\n\n<p>This template keeps it simple with a Folder of pre-built tasks to help you learn ClickUp\u2019s top features, along with three custom statuses, Custom Fields, and views to guide members through the key <a href=\"https:\/\/clickup.com\/blog\/action-items\/\">action items<\/a> in your onboarding process.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-102451744&amp;_gl=1*45jy2d*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-7-30-60-90-day-plan-template-by-clickup\">7. 30-60-90 Day Plan Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"30-60-90 Day Plan Template by ClickUp\" class=\"wp-image-54054\" decoding=\"async\" height=\"828\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-1400x828.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-1400x828.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-300x177.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-768x454.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-1536x908.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2-700x414.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image1-2.png 1920w\" width=\"1400\"><p><\/p>\n<figcaption class=\"wp-element-caption\">30-60-90 Day Plan Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/employee-onboarding-examples\/\">Onboarding a new employee<\/a> requires more time, effort, and action than you might think\u2014and it\u2019s definitely bigger than a single item on your list. It takes frequent attention, planning, and following up to make sure your new hires have both completed the necessary steps and are settling in well.<\/p>\n\n\n\n<p>The beginner-friendly <a href=\"https:\/\/clickup.com\/templates\/30-60-90-day-plan-t-182104475\">30-60-90 Day Plan Template by ClickUp<\/a> was created to remedy this exact issue. With seven unique views including Kanban-like Board view, Chat view, and Calendar view, members and managers can use this List template to oversee progress throughout the onboarding process and schedule check-ins during the first three months to ensure new hires are settling in properly.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/30-60-90-day-plan-templates\/\">30-60-90 day templates<\/a>! <\/em><\/strong><\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-182104475&amp;_gl=1*1k6dgx*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-8-training-rollout-plan-template-by-clickup\">8. Training Rollout Plan Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"Training Rollout Plan Template by ClickUp\" class=\"wp-image-54053\" decoding=\"async\" height=\"679\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-1400x679.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-1400x679.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-300x146.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-768x373.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-1536x745.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1-700x340.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image10-1.png 1999w\" width=\"1400\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Training Rollout Plan Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>While payroll, legal, and benefits documentation are key parts of the onboarding process, so is general training! Whether it\u2019s specific to your new hire\u2019s upcoming role or the organization as a whole, training can take a lot of time and arguably, the most attention to detail to ensure it\u2019s done correctly.&nbsp;<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/training-rollout-plan-t-200695094\">Training Rollout Plan Template by ClickUp<\/a> takes a detailed and step-by-step approach to learning everything from the foundational through advanced training. Starting with pre-made orientation tasks and moving toward professional certifications and senior-level learning, this List template can follow a new hire through their entire tenure with a company.&nbsp;<\/p>\n\n\n\n<p>In this template, you\u2019ll also find Custom Fields to designate the training type, modality, resources, and deadlines for each training task, custom statuses to show progress, and multiple views to manage your training schedules.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-200695094\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-9-employee-action-plan-template-by-clickup\">9. Employee Action Plan Template by ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Employee Action Plan Template by ClickUp\" class=\"wp-image-54052\" decoding=\"async\" height=\"679\" loading=\"lazy\" sizes=\"auto, (max-width: 1127px) 100vw, 1127px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image4-3.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image4-3.png 1127w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image4-3-300x181.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image4-3-768x463.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image4-3-700x422.png 700w\" width=\"1127\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Employee Action Plan Template by ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>A significant piece of proper onboarding includes a genuine interest in your new hire\u2019s future with the company. The <a href=\"https:\/\/clickup.com\/templates\/employee-action-plan-kkmvq-6094888\">Employee Action Plan Template by ClickUp<\/a> is a simple and effective way to achieve this with a customizable ClickUp Doc to identify <a href=\"https:\/\/clickup.com\/blog\/areas-of-improvement\/\">areas of improvement<\/a> and set <a href=\"https:\/\/clickup.com\/blog\/professional-goals-for-work\/\">professional goals for work<\/a>.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6094888&amp;_gl=1*1k6dgx*_gcl_aw*R0NMLjE2NzQyMzE5NzguQ2owS0NRaUFsS21lQmhDa0FSSXNBSHk3V1Z2YXhWdEtsYzhEdzhHU3ZJb1ptelM2bmQySklnM1hUWDRTcjdUMDdIb0dybHRUQm03VE1iWWFBZ0I4RUFMd193Y0I.\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-10-onboarding-template-for-excel\">10. Onboarding Template for Excel<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"Onboarding Template for Excel\" class=\"wp-image-54050\" decoding=\"async\" height=\"695\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-1400x695.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-1400x695.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-300x149.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-768x382.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-1536x763.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3-700x348.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/image5-3.png 1999w\" width=\"1400\"><p><\/p>\n<figcaption class=\"wp-element-caption\">Onboarding Template by <a href=\"https:\/\/duke.edu\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Duke University<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>If you\u2019re an avid <a href=\"https:\/\/clickup.com\/blog\/excel-alternatives\/\">Excel<\/a> user, then this Onboarding Template could be you\u2019re starting point! This spreadsheet-style checklist is downloaded immediately to your browser and breaks down the basics of onboarding into six sections:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pre-offer acceptance<\/li>\n\n\n\n<li>Pre-hire preparation<\/li>\n\n\n\n<li>New hire introductions (through the first week)<\/li>\n\n\n\n<li>New hire orientations (through the first month)<\/li>\n\n\n\n<li>Department orientations (through the first 90 days)<\/li>\n\n\n\n<li>Ongoing onboarding (through employment)<\/li>\n<\/ul>\n\n\n\n<p>Within each section, there are more detailed action items with designated columns to note the owner of each task and the completion date.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/hr.duke.edu\/sites\/default\/files\/atoms\/files\/Onboarding%20Checklist.xls\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">Download This Template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"13-get-the-team-on-board-with-custom-onboarding-templates\">Get the Team On-Board With Custom Onboarding Templates<\/h2>\n\n\n\n<p>These aren\u2019t just 10 of the best onboarding templates\u2014they\u2019re also completely free to try.&nbsp;<\/p>\n\n\n\n<p>With hundreds of <a href=\"https:\/\/clickup.com\/features\">rich productivity features<\/a>, <a href=\"https:\/\/clickup.com\/integrations\">over 1,000 integrations<\/a>, and a vast <a href=\"https:\/\/clickup.com\/templates\">Template Library<\/a>, <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> is your first stop in creating the ideal onboarding experience for teams and organizations across industries.&nbsp;<\/p>\n\n\n\n<p>Access the templates linked above along with tons of additional and free resources when you <a href=\"https:\/\/clickup.com\/signup-1\">sign up for ClickUp today<\/a>.&nbsp;&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hiring your dream team is only half the battle\u2014now you\u2019ve go to retain them! \u2026And what\u2019s the first step in reducing employee churn and keeping your best people by your side? An effective onboarding process! Your team, HR department, and personal experience can surely tell you that employee onboarding is no walk in the park. [&hellip;]<\/p>\n","protected":false},"author":53,"featured_media":54047,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[991,990],"tags":[],"class_list":["post-54046","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-people-management","category-templates"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/onboarding-templates.png","author_info":{"display_name":"Haillie Parker","author_link":"https:\/\/clickup.com\/blog\/author\/haillie\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Employee Onboarding Templates in Excel &amp; 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