Onboarding Checklists
Setup checklists for onboarding, offboarding, training or anything else
Employee Onboarding just got a Whole Lot Easier
Set up your checklist templates once, and then sit back and enjoy your extra time

Create Multiple Types of Checklists
A flexible checklist system that allows you to create checklists for anything you like

- Set up checklists for any process that requires employees to do several tasks
- Checklist items can include links to documents, check boxes, file uploads, embedded videos, custom forms, documents for e-signing, and more
- The most popular usage is for new employee onboarding - you can setup different checklist templates for different types of roles
- You can also create checklists for; employee offboarding, training (different checklists for each type of training), policy updates, and any other process particular to your business
- Avoid the avalanche of paperwork and make it simple for employees to know what they need to do
- Put all materials in one place to make them easy to access (without any printing!)
Stay In Control - and let us do the ‘Nagging’!
Set up your checklists to do the grunt work so that you can focus on other things

- Set reminders to automatically follow up employees on items they haven’t completed
- See at a glance which employees have completed their checklists and which are still outstanding
- Uploaded files are automatically saved to their employee record
- Assign tasks to other team members (eg for an employee onboarding checklist, you might have a member of IT setup a computer or HR arrange a lunch)
- You can also require that some checklist tasks be verified by an Admin member too
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Employee Onboarding Checklists FAQs
An employee onboarding checklist is a structured list of tasks and documents that new hires need to complete during their initial days at a company. It ensures a smooth transition and helps HR teams manage the onboarding process efficiently.
HR Partner allows you to create customizable onboarding checklists that can include tasks like document uploads, e-signatures, training videos, and more. You can assign tasks to team members, set reminders, and track progress in real-time.
Yes, HR Partner enables you to design multiple checklist templates tailored to specific roles, departments, or locations, ensuring that each new hire receives relevant onboarding materials.
Absolutely. HR Partner's system can automatically send reminders to employees and assigned team members for incomplete tasks, ensuring timely completion of the onboarding process.
Yes, you can incorporate e-signature requests directly into your onboarding checklists, allowing new hires to sign necessary documents digitally.
Yes, HR Partner allows you to delegate specific tasks within a checklist to different team members, such as IT for equipment setup or managers for introductory meetings.
Yes, any documents uploaded during the onboarding process are securely stored in the respective employee's record within HR Partner, ensuring easy access and compliance.
HR Partner provides real-time tracking of each employee's checklist completion status, allowing HR teams to monitor progress and address any delays promptly.
Yes, you can embed videos, link to documents, and include various multimedia elements in your onboarding checklists to enhance the new hire experience.
Beyond onboarding, HR Partner's checklist feature is versatile and can be utilized for offboarding, training programs, policy updates, and other HR processes requiring structured task management.