Templates / HR onboarding
Free template · People
Employee onboarding checklist template
Each new hire is one ticket that moves from signed offer to setup, first week and a 30-day check-in. Paperwork has to be in before anyone moves on, and the manager knows what's next.
Free during the pilot · Change any field or step
The steps
- Offer signed · Before startCollect signed offer and paperwork.Needs Signed paperwork
- Setup · Before startOrder equipment and create accounts.
- First week · First 30 daysWelcome, training and introductions.
- 30-day check-in · First 30 daysManager check-in and feedback.
- Complete · Done (closed)Onboarding finished.
What your team tracks
- New hire · Short text
- Start date · Date
- Role · Short text
- Manager · Person
- Signed paperwork · Photos and files
- Equipment ready · Checkbox
These stay on the ticket for your team; requesters don't see them on the form.
HR onboarding
Your logo and colors go here
This one is for your team: there's no public form. Tickets are added by your staff or created on a schedule.
Who it's for
Businesses hiring a few people a year
A repeatable process so nobody's first day starts with "we didn't know you were coming."
Multi-location teams
Each store manager follows the same steps.
Seasonal hiring
Onboard a wave of hires and see who's at which step.
Tips for using it
Paperwork gates the first step
The template won't leave Offer signed until the signed paperwork is attached.
Assign the manager
The Manager field makes it clear who owns each step after day one.
Remind before the check-in
A step reminder nudges the manager when the 30-day check-in is due.
Turn the checklist into steps
Add steps for anything you always forget, like keys or uniform sizes.
Questions
What goes on an onboarding checklist?+
Signed paperwork, equipment and accounts set up before day one, a first-week plan and a 30-day check-in with the manager.
Is onboarding a ticket?+
It works well as one: one record per new hire with an owner, steps and a history.
Can new hires see it?+
Not by default. It's for your team; new hires don't need an account.
Learn more
- How-toHow to onboard new employees at a small business (first 30 days)A repeatable onboarding process from signed offer to the 30-day check-in: paperwork, equipment, first week and manager follow-up, tracked for every new hire.
- BlogPlan a remodel or a store opening without another app: projects and Gantt charts
- BlogRunning more than one store? Give every location its own queue
- BlogWhat is a ticketing system? A plain-English guide for small businesses
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
- FeatureProjects and Gantt chartsTasks, sub-tasks and dates on a Gantt chart, where every task is a real ticket.
- FeatureReports and dashboardsCharts in your brand colors, dashboards from templates, and a scorecard by email.
See how it works, step by step
- Help articleStatuses and stepsStatuses are the big picture (New, In progress, Done); steps are the real stages inside them. Here's how to set both up.
- Help articleRemindersNudge the owner, requester or a location when a ticket sits in a step too long, and keep nudging until it moves.
- Help articleStep rules (requirements)Make sure the right information is filled in before a ticket moves on or closes, so your records and reports are complete.
More templates
Start with the hr onboarding template
Free while we build TicketStacker with a small group of businesses.