Creating Onboarding Templates

What Are Onboarding Templates?

Templates are reusable checklists that you assign to new employees. Each template contains tasks with assignees and due dates.

Creating a Template

1. Go to Settings → Onboarding Templates

2. Click "Create Template"

3. Enter a template name and description

4. Add tasks — for each task, set: title, assigned role (Employee, Manager, HR Admin), and due days from start

5. Click "Create Template"

Assigning to an Employee

1. Go to the employee's profile → Onboarding tab

2. Select a template from the dropdown

3. Click "Assign"

The employee and their manager will see the tasks on the Onboarding page.

Tracking Progress

Each task can be checked off by the assigned role. The progress bar shows overall completion. When all tasks are done, the assignment is automatically marked as completed.