Employee Onboarding Template

The Employee Onboarding Board helps HR teams and hiring managers manage job applications and new hire onboarding in one place. You can track candidates through each step of the hiring process, and once someone is marked as “Hired,” a new onboarding board is automatically created from your saved template.

The onboarding board includes all the tasks your team needs to complete for a smooth and consistent start. You can easily update it to fit your company’s specific onboarding steps.

How it works:

• Track applicants through each stage of the hiring pipeline using clear status updates.

• When the status changes to “Hired”, a new board is created from your onboarding template automatically.

• Customize the onboarding board to include all the tasks, deadlines, and tools your team needs.

• Form view is available to collect applications or internal onboarding data easily.

• Dashboard view gives you a quick overview of applicants, hiring stages, and onboarding progress.

Automation highlights:

• When status is set to “Hired”, the item is moved to the Hired group and a new onboarding board is created.

• When status is set to “Not relevant”, the item is moved to the Not Relevant group.

• All automations are ready to go and can be adjusted to your process if needed.

What’s included:

✔️ Ready-to-use hiring and onboarding board
✔️ Automated board creation from template
✔️ Onboarding checklist and task tracking
✔️ Helpful setup instructions and automations
✔️ Walkthrough video

Need help adjusting this to your workflow? Contact us anytime!