New employee onboarding

Lay the groundwork for a successful start with this employee onboarding template.

As your team starts to grow, a strong onboarding process is essential for boosting retention, supporting new hires, and maintaining a thriving company culture.

With streamlined onboarding, managers can seamlessly welcome new employees to the team and new hires are set up for success from day one.

With this new employee onboarding template, you’ll have an easy-to-duplicate workflow ready whenever you hire a new employee, and a stress-free plan for what your new team member should accomplish when.

Here’s how:

  • Enter a new employee’s name into the one-step Task form to automatically generate a ready-to-go onboarding checklist.
  • Preview the onboarding process from start to finish with custom attributes including section, owner(s), and status.
  • Track every onboarding step with robust in-task chat to house questions, comments, and updates.

What is new employee onboarding?

New employee onboarding is brings new team members up-to-speed with your company. Onboarding ensures that the new hire has all of the information they need about your company, their role, and more.

There are normally four phases to a typical employee onboarding experience:

  1. Preboarding:

During preboarding, a new hire learns company and role expectations, fills out paperwork and sets up new accounts, and reviews key resources for the role.

  1. Onboarding:

During onboarding, the team will introduce themselves to the new hire, share company culture information, and provide additional expectations for team collaboration.

  1. Training:

In the training phase, the new hire shadows relevant coworkers, reviews procedures and processes, learns as much as possible about the company, product, or service, and completes any necessary workshops or trainings.

  1. Transition:

Finally, the new employee starts completing initial tasks and scales up to more intensive review of details, such as chatting through strategy with a manager or starting a first big project.

Who is this new employee onboarding template for?

This new employee onboarding template is meant to save human resources, recruiting teams, and hiring managers time in onboarding new employees. The template will work for teams of any size — any time you have a new hire to add, you’ll just enter their name to create a new pre-set workflow. And if specific teams at your company have different onboarding needs, you can always set up custom templates for each team with more specific tasks.

How do I use this template to effectively onboard new employees?

Onboarding new employees more effectively starts with creating an easily replicable workflow that’s organized for new team members to work through. This is incredibly important — organizations with strong onboarding processes increase new hire retention by 82% and improve productivity by 70%.

Here are three steps to more effective onboarding using Height’s new employee onboarding template:

  1. Have a clear onboarding workflow for each new employee.

Instead of manually setting up the same tasks again and again for each new hire, create a standardized process workflow with all of the essential onboarding steps included. You’ll enter the new hire’s name into your onboarding form and it’ll automatically generate a new task workflow complete with all the steps you need your new team member to complete.

You can also integration this with Notion, so you can link Notion docs and preview them within tasks — this is perfect for housing onboarding documents, company how-tos, and other resources in one key spot.

  1. Stay organized by sorting onboarding tasks by section, status, and owner(s).

Within the new employee onboarding workflow, each step functions as its own task, complete with custom attributes. You can section tasks into categories, like pre-start, first day, HR and benefits, tech stack, and onboarding sessions. Even better, you can assign owners to each task so that everyone involved with onboarding understands their responsibilities.

  1. Have a record of questions and tasks completed to refer back to later.

If a new hire has follow-up questions about any element of onboarding, everything can be housed right within the task instead of having to jump ship to other communication platforms. As your new hire completes onboarding tasks, they’ll be able to search them and refer back to them if needed after onboarding is complete. This is especially helpful when the new hire is starting to have onboarding meetings with other team members — notes can be housed right in the original task, and other team members can be tagged to add their own thoughts when necessary.

How do I get started with the new employee onboarding template?

Getting started is easy — all you have to do is click “Try in Height”.

If you don’t have a Height account yet, you’ll be prompted to create your free account (it’ll only take a minute or two).