Training List for Onboarding

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  • Ready-to-use, fully customizable Task
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Use Training List to make on-boarding easier and more efficient. Schedule training with new employees, add topics needed for the individual's role, and track progress in a centralized location.

Onboarding new employees is key to getting them up to speed and productive as quickly as possible. But it can be difficult to keep track of all the tasks and training involved in successful onboarding.

That's why ClickUp has created a Training List for Onboarding Template! This fully-loaded template will help you:

  • Organize and visualize your onboarding process
  • Make sure new employees are trained on the right topics
  • Track progress and share resources with ease

The Training List for Onboarding Template makes it easy to keep everyone informed and on track, so that your team is ready to hit the ground running!

Benefits of a Training List for Onboarding Template

Training lists are an essential part of onboarding new employees. Not only do they ensure that new hires have the skills and knowledge they need to succeed, but they also make it easier for employers and managers to track progress and success. Here are some of the benefits of using a training list for onboarding:

  • Enabling new hires to become productive faster
  • Providing a consistent and comprehensive training experience
  • Reducing time needed to train new employees
  • Ensuring compliance with safety and legal requirements

Main Elements of a Training List for Onboarding Template

ClickUp's Training List for Onboarding Template is designed to help you create and track tasks related to training new employees. This Task template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each training task
  • Custom Fields: Categorize and add 12 different custom attributes such as Role, Notetaker, Employee ClickUp Profile, Facilitator, and Timekeeper, to save vital information about each employee and easily visualize onboarding progress
  • Custom Views: Start with this Task template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve employee onboarding with automated reminders, task dependencies, AI suggestions, and more

How to Use a Training List for Onboarding Template

Creating an effective training list for onboarding new hires is essential for ensuring a smooth transition and successful integration into the company. Here are five steps to make sure your training list is comprehensive and effective:

1. Brainstorm topics

Start by brainstorming topics that new hires need to be trained on. This could include topics such as team dynamics, company policies, product knowledge, customer service, and more.

Use a Whiteboard in ClickUp to easily brainstorm and discuss topics.

2. Break down topics into tasks

Once you have identified the topics you want to cover, break them down into smaller, specific tasks. This will help you create a comprehensive training list that ensures each topic is thoroughly covered.

Create tasks in ClickUp to break down topics into tasks.

3. Assign tasks to team members

Once you have identified the tasks that need to be completed, assign them to team members who have the necessary expertise. This will give them ownership of the training and help ensure the process is successful.

Use the Assignment feature in ClickUp to easily assign tasks to team members.

4. Schedule training sessions

Create a timeline for when each task should be completed, and use this timeline to schedule training sessions. This will ensure that all of the necessary onboarding tasks are completed in a timely manner.

Use the Calendar view in ClickUp to easily schedule training sessions.

5. Monitor progress

Finally, regularly monitor the progress of your training list. Check in with team members to see if they are on track and provide feedback and guidance if needed.

Create custom fields in ClickUp to track progress and follow up on tasks.

Get Started with ClickUp's Training List for Onboarding Template

HR personnel can use this Training List for Onboarding Template to help everyone stay on the same page when it comes to tracking training progress and managing onboarding tasks.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

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Now you can take advantage of the full potential of this template to onboard new employees:

  • Create a project for each new employee onboarding goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to create onboarding materials and training documents
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Training List for Onboarding Template Today

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