hr

Onboarding Checklist

Hiring managers communicate new starter details across emails and chat messages. This template consolidates the new hire name, role, start date, manager, equipment requirements, system access needs, and any special onboarding considerations into a structured checklist that IT, facilities, and HR can act on independently.

See it in action

What users type

Hey HR, we have a new joiner starting April 21st. Anika Petrova, she's coming in as a Data Engineer on the Platform team reporting to me (Jess Thornton). She'll need a MacBook Pro 16-inch with 64GB RAM, dual monitors, and access to Snowflake, Airflow, GitHub Enterprise, and our internal Jupyter hub. Her personal email for sending the offer paperwork is anika.petrova@proton.me. She's relocating from Austin so she might need a day or two to sort housing.

What you get

New Hire Name

Anika Petrova

99%
Personal Email

anika.petrova@proton.me

99%
Role

Data Engineer

99%
Department

Platform

96%
Start Date

2026-04-21

99%
Reporting Manager

Jess Thornton

97%
Equipment Needed

MacBook Pro 16-inch (64GB RAM), dual monitors

98%
System Access Required

Snowflake, Airflow, GitHub Enterprise, internal Jupyter Hub

97%

Extracted fields

FieldTypeRequired
New Hire NametextRequired
Personal EmailemailRequired
RoletextRequired
DepartmenttextRequired
Start DatedateRequired
Reporting ManagertextRequired
Equipment NeededtextOptional
System Access RequiredtextOptional

Use this template

Sign up and select “Onboarding Checklist” from the template gallery. Customise any field before going live.

Start with this template — free