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Onboarding templates help standardize the new hire experience with structured checklists and tasks. Templates can be used for both pre-onboarding and onboarding phases, with seamless transition between stages.

Creating a Template

1. Navigate to Onboarding > Templates (or Pre-Onboarding > Templates for pre-onboarding templates)
2. Click "Create Template"
3. Enter template details:
   • Name: Template name (e.g., "Standard Onboarding", "Developer Onboarding")
   • Description: What this template covers
   • Category: Template category for organization
   • Stage: Onboarding stage (Pre-Onboarding, First Day, First Week, First Month)

Adding Tasks For each task, specify:

• Title: Task name (e.g., "Complete HR Forms", "Set Up Workstation", "Upload ID Document")
• Description: Detailed instructions
• Owner: Who completes it (Employee, Manager, HR, or Admin)
• Task Type: Regular task or Document Upload (automatically renders file input in candidate/employee interface)
• Due Offset: Days from onboarding start (0 = first day, 7 = end of first week)
• Document: Link to required documents or resources
• Link: External URL if needed
• Sort Order: Order in which tasks appear

Task Types

• Employee Tasks: Completed by the new hire (forms, training, setup)
• Manager Tasks: Completed by the manager (introductions, equipment setup)
• HR Tasks: Completed by HR (paperwork, access provisioning)
• Admin Tasks: System or administrative tasks
• Document Upload Tasks: Special task type that automatically renders file upload inputs. Documents uploaded during pre-onboarding are automatically linked to the employee when they transition to onboarding.

Template Management

• Clone Templates: Duplicate existing templates to create variations
• Edit Templates: Update tasks, descriptions, or timing
• Activate/Deactivate: Control which templates are available
• View Usage: See how many employees have used each template
• Bulk Assignment: Assign templates to multiple candidates/employees at once

Pre-Onboarding vs Onboarding Templates

• Pre-Onboarding Templates: Used for candidates before their start date. Include tasks like document collection, offer letter signing, and initial paperwork.
• Onboarding Templates: Used for employees after they start. Include tasks like system access, training, and team introductions.
• Templates can be created separately for each phase or combined for a seamless experience.

Best Practices

• Create role-specific templates (e.g., Developer, Sales, Operations)
• Include a mix of tasks across different owners
• Use document upload tasks for required documents (ID, certificates, offer letters)
• Set realistic due dates based on task complexity
• Link to knowledge hub resources for easy access
• Test templates before assigning to ensure completeness
• Consider creating separate pre-onboarding and onboarding templates for better organization