Project Plan Template for Onboarding

  • Great for beginners
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
With the help of this practical Onboarding Project Plan Template, you can efficiently handle your tasks and set up an effective onboarding procedure.

Onboarding new hires is an essential part of any successful business. With ClickUp's Onboarding Project Plan Template, you can plan and manage onboarding activities with ease—from recruitment to the first day on the job. The Onboarding Project Plan was designed to help you:

  • Develop a complete onboarding program that meets your team's needs
  • Organize tasks so nothing important is missed throughout the process
  • Monitor progress with real-time data and visualizations
Whether recruiting for a single employee or an entire team, ClickUp's Onboarding Project Plan Template has all the tools you need to make sure your onboarding process goes off without a hitch!

Benefits of an Onboarding Project Plan Template

When you onboard a new employee, it's essential that the process is smooth and devoid of any bumps in the road. That's where a well-crafted onboarding project plan template comes in handy. Here are just a few of the benefits your organization can expect when using one:

  • Improved communication and coordination
  • Efficient and quick turnaround of new employees
  • Ensured that all required documentation is provided
  • Reduced chances of employee turnover

Main Elements of a Project Plan Template for Onboarding

When you onboard someone new, it's important to have a plan in place to make the transition as smooth as possible. You can use a onboarding project plan template to help you accomplish this goal:

  • Who will be responsible for overseeing the onboarding process?
  • What resources will be needed?
  • When will the process start and end?
  • Who will be involved in each phase of the onboarding process?
  • What are the required steps for completing each phase?
Free templates like the one in ClickUp make it easy to organize all of this information and keep track of deadlines.

How to Use an Onboarding Project Plan Template

Creating an effective onboarding process is essential for any company looking to ensure the success of its new employees. With a project plan in ClickUp and following these steps, you can help make sure your new hires hit the ground running!

1. Set onboarding goals.

Before getting started, it's important to set specific goals for your onboarding process. Decide on what you want to achieve with each new hire and use that as a guiding principle throughout the process. Create tasks in ClickUp to outline individual onboarding objectives.

2. Make a plan.

Develop an overall plan for how you will introduce new employees and guide them through their first few weeks at the company. This should include both planned activities and scheduled check-ins with supervisors or mentors. Use Checklists in ClickUp to create structured onboarding plans for each team member.

3. Develop materials and resources.

Create training materials, resources, or other documents that will help educate new hires about the company and its products or services. This could include branding guidelines, product overviews, or employee handbooks. Store all relevant material in Docs within ClickUp so they are easy to access whenever needed during the onboarding process.

4. Assign Orientation Tasks & Guides.

Assign tasks that will help acclimate the new employee to their job role and give them guidance on who they need to meet with during their orientation period and what tasks they will be expected to complete within their role over time. Create custom fields in ClickUp that allow you to easily assign roles and tasks specific to each team member’s job role when onboarding them into the team environment.

5. Monitor progress.

Keep track of how your new employee is progressing throughout the onboardment process. Assess if additional guidance or assistance is needed along the way. Use custom fields in ClickUp for tracking progress metrics such as task completion rates, feedback provided by mentors, etc.

Related Project Plan Templates

Related Templates

Template details