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Employment Onboarding Template

The template helps the HR department to complete the onboarding of new hires in an orderly manner.

In today’s increasingly competitive job market, employers are looking for ways to make the onboarding process both smoother and more efficient. With the often considerable amount of paperwork associated with the legal requirements of bringing an employee onboard, it can be a challenge to get everyone up and running quickly.

Enter the employment onboarding template. An employment onboarding template simplifies the process from beginning to end, offering a comprehensive checklist to ensure that all the necessary paperwork is completed and all bases are covered.

At its most basic, an employment onboarding template should include all the details necessary for your onboarding process, such as pertinent information on employee expectations, the start date, reporting requirements, the salary and benefits packages, and other documents associated with onboarding policies. Additionally, a comprehensive employment onboarding template should provide links to applicable forms and resources, saving time and ensuring that all forms and documents are completed properly.

The benefits of an employment onboarding template are numerous. It eliminates guesswork, reducing the amount of time spent by HR personnel to verify that all the paperwork is in order. It eliminates the need for multiple stand-alone forms, which allows for a more efficient transition from one step to the next. Additionally, an employment onboarding template can help establish organizational standards of onboarding procedures, from the initial paperwork and onboarding requirements to ongoing communication and employee progress.

The essential benefits of an employment onboarding template for employers and recruiters include greater accuracy, efficiency, and consistency throughout the onboarding process. With greater accuracy comes increased organization, aiming at a successful and seamless onboarding experience that can result in increased employee engagement, motivation, and trust.

Overall, an employment onboarding template is an effective tool to ease the onboarding process of new employees and can significantly reduce the amount of time required to complete the process. It is a tool used by many businesses and organizations to maintain accuracy and efficiency in the onboarding process, allowing for a smoother and more efficient experience that can help increase employee engagement and trust.

Template Configuration

Task status


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Task type

Team Culture
Current Status
Office equipment

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Custom field


Template Details

In this article, Tracup will give users the next level during recruitment, which is new hire’s onboarding affairs.

Welcome to Tracup

Welcome to Tracup! Below is a brief introduction to your role and a checklist of items to help you get up to speed on your first 60 days.

In our past article, Tracup has already talked about how to customize the recruiting process by centralizing job postings, applicant information, and communication directly inside a single space. And here are some versions in HR playbook and users can jump to the right instruction page based on their needs. Check out these useful instructions: How to Create an HR Playbook with Tracup Custom Field


Customize the recruiting process by centralizing job postings, applicant information, and communication directly inside a single space: [How To Write The Perfect Job Description With HR Playbook](How To Write The Perfect Job Description With HR Playbook | Tracup Blog)

HR KPI metrics an advanced HR playbook in Tracup can help users customize their own solving plan: [HR KPI Metrics And An Advanced HR Playbook](HR KPI Metrics And An Advanced HR Playbook | Tracup Blog)

With Tracup‘s templates, users can create more and split them into smaller targets.

And in this article, Tracup will give users the next level during recruitment, which is new hire’s onboarding affairs.

How to use [Employment Onboarding] project template?

The template helps HR department to complete onboarding of new hire in a orderly manner.


If a company hiring somebody new, congratulations!

In this article, Tracup will go through a bunch of hiring for users team.

So this article is not just about what writer thinks works best for Tracup, but what writer found to be pretty effective for a small team looking to on board new team members to get a dual perspective today.

This is not a task by task thing.

This is not even an SOP.

This is more big picture of the recurring.

But in this template, users main goal is to identify how users relate to the processes in their business when users are looking to bring on a new hire.


This is how they determine what do they need to do to prepare that person for the role.


Users will mainly use:

  1. Task status: Figure out the details of onboarding affairs according to different task status.
  2. Documents: For a better and more convenient check and review of new hires, users can record regulations and on-boarding introduction into documents.
  3. Files: For a more convenient check of new hires, users can upload introductory video and history of team to “files”.


Custom fields, task types, task status, etc. in the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help

If users have problems during the use of the template, please contact the Tracup team.

Other Info

Built in 2022-08-29 11:59:42

HR Requirements

When it comes to hiring employees, organizations must have a clear, concise, and detailed job description as well as a set of hiring requirements. This helps your candidates understand the job they are applying for as well as the skills and qualifications required. A well-defined job description and qualifications will also assist you in better evaluating potential employees and finding the right fit. An HR Requirements Template can help with this.

A Human Resources Requirements Template is a document that outlines the job duties, key responsibilities, qualifications, and skills required for a specific job position. This document usually specifies the minimum level of education and experience that a candidate should have. It may also include a salary range, any certifications or qualifications, and any additional requirements, such as job-related skills or language fluency.

A well-defined HR Requirements Template can help you evaluate each potential employee you interview quickly and easily. You can easily compare the qualifications of the candidates to the required qualifications and select the best candidate for the job. It also allows you to clearly communicate to potential employees what the job entails and whether they meet the qualifications.

An HR Requirements Template can be used to develop and organize job descriptions in addition to assisting you in evaluating potential employees. It can be used to create a detailed job description that includes job duties, qualifications, and other HR requirements. After that, the job description can be used for recruitment, training, and performance management.

When creating an HR Requirements Template, it is critical to consider the various job requirements for the position. For example, if the job is for an accountant, the requirements should include skills like bookkeeping and financial analysis. Additional skills, qualifications, and certifications may be required depending on the position. Furthermore, job duties and responsibilities can differ depending on the size and type of company, so include them in your template.

Overall, an HR Requirements Template can be a useful tool for recruiting and evaluating potential employees. It can help you understand what qualifications and skills are required, and it can be used to create a job description that is specific to the job position. A well-defined HR Requirements Template will help you choose the best candidate for the job.

As our boards are updated across all devices, keep track of each submitted request or inquiry and track it from incoming to completed in real-time.

Your entire HR team can also stay current on the most recent version of any file and share documents, images, and feedback in real time with everyone involved.

With our user-friendly HR requests template, your HR team can manage all incoming requests, as well as completed tasks and projects, in a single centralized workflow.

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