Human Resources

Employee Onboarding Template

Complete onboarding process in 6 stages — from pre-admission to probation evaluation — with fields, SLAs and configured automations.

6 stages · SLA: 2-5 dias por etapa

Free. No credit card. Setup in minutes.

Process stages

1

Pre-admission

2

Internal preparation

3

First day

4

First week

5

First month

6

Probation evaluation

Included fields

  • Full name
  • Tax ID
  • Start date
  • Position and department
  • Direct manager
  • Salary range
  • Contract type
  • Requested equipment
  • Designated buddy
  • Technical rating (1-5)
  • Behavioral rating (1-5)
  • Final decision

Automations

  • External form for document collection
  • IT notification to create accounts
  • Pre-employment exam deadline alert
  • Automatic welcome email
  • Manager 1:1 feedback reminder
  • Automatic stage advancement on completion

How it works

1

Create your free account

Sign up in less than 1 minute. No credit card, no commitment.

2

Install the template

Find it in the marketplace and install with one click. All fields and automations come pre-configured.

3

Start using it

Open your first case and track the process from start to finish with timeline and traceability.

Start using this template now

Complete onboarding process in 6 stages — from pre-admission to probation evaluation — with fields, SLAs and configured automations.

Free. No credit card. Setup in minutes.