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Onboarding checklist for new hires with overdue tracking, category progress, timing metrics, date validation, and sample tasks for every phase.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Task | Category | Due date | Owner |
| 2 | Sign employment contract | Preboarding | 01/01/2026 | Done |
| 3 | Set up email account | Preboarding | 02/01/2026 | Done |
| 4 | Set up workstation | Orientation | 06/01/2026 | Done |
| 5 | IT setup and access | Orientation | 06/01/2026 | In progress |
| 6 | Team introduction | Orientation | 06/01/2026 | Planned |
| 7 | Health and safety training | Training | 10/01/2026 | Planned |
| 8 | System onboarding | Training | 15/01/2026 | Planned |
| 9 | 30-day check-in | Integration | 06/02/2026 | Planned |
An onboarding checklist is a structured list so nothing important is missed when someone joins—from contract paperwork to first-week introductions. A consistent onboarding checklist template saves time and gives every new hire the same experience.
Strong onboarding improves retention and time-to-productivity. An Excel or Google Sheets template lets you standardise tasks, owners, and due dates without a full HRIS on day one.
Who it is for: SMEs, hospitality, retail, care, and any business hiring without a dedicated HR team. See our onboarding checklist hub for related resources.
Structured onboarding spans several phases. An onboarding checklist template should cover preparation before day one through the first months.
| Phase | Period | Typical tasks |
|---|---|---|
| Pre-boarding | Before day 1 | Contract, workspace, IT access, welcome email |
| First day | Day 1 | Welcome, tour, team intro, role basics |
| First week | Days 2-5 | Tool training, processes, buddy assignment, first feedback |
| First month | Weeks 2-4 | Deeper training, expectations, regular check-ins |
| First 3 months | Months 2-3 | Review meeting, goals, confirm role clarity |
The Ordio template includes starter tasks per phase. Adapt them to your industry—for example shift introductions with scheduling in hospitality, or time-tracking setup in operations teams.
An Excel onboarding checklist organises tasks in clear columns: what to do, category, owner, due date, and status.
Pair the checklist with a job description template so role expectations match onboarding tasks. The Ordio file uses dropdowns for category and status. An onboarding checklist in Excel suits teams without dedicated HR software—you keep control and can edit anytime.
Build your checklist systematically:
The template supplies structure—you add company-specific content.
The Ordio onboarding checklist template is a free Excel file with guide, employee list, checklist, and overview sheets. Track new hires, deadlines, and open tasks in one place.
You get predefined categories, status dropdowns, and an overview of what is still open. Download free and start with the next hire—the layout stays lean so you focus on essentials.
Ideal for: Organisations with roughly 5-50 employees that want process without a heavy HR suite. Store completed documents in employee files. Combine with Ordio time tracking when you need operational hour records after onboarding.
Ordio + checklist: Time tracking and scheduling cover day-to-day operations; the checklist makes sure new hires get access, training, and introductions first.
The Ordio workbook links several sheets:
| Sheet | Contents |
|---|---|
| Guide | How to use the file |
| Staff | Name, start date, role, owner |
| Checklist | Tasks, category, status, owner, due date |
| Overview | Progress per employee, open items |
Typical flow: Add the new hire on the staff sheet, copy the standard checklist, adjust dates and owners, then watch the overview for gaps.
Free to use in Excel or Google Sheets—no registration. Pair with your job description so role expectations and onboarding tasks stay aligned.
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An onboarding checklist is a structured tool that allows you to ensure that no important step will be forgotten when introducing new employees. It organizes tasks, deadlines and responsible persons - from signing the contract to full incorporation. The Ordio template helps you standardize the process.
With well done onboarding, new employees stay longer in the company and reach their full productivity faster. A checklist ensures a uniform approach, clear responsibilities and comprehensible documentation. You don't forget steps and save time with every new employee.
Define phases (pre-onboarding, first day, first week, first month), collect tasks per phase, ordne controllers and set deadlines. Ordio onboarding checklist delivers the Excel structure - you fill it with your company-specific content. Free and immediately usable.
Typical phases: pre-onboarding (before the first day), first day ( greeting, tour), first week (tools, processes, Buddy), first month (training, check-ins), first 3 months (review, target definition). The Ordio template covers all phases with predefined tasks.
Tasks (e.g. signing contract, setting up IT accesses, setting up time records), categories (administration, IT, training), responsible persons (HR, team leader, IT, Buddy), maturity data and status (off, in processing, Done). The Ordio template contains drop-down lists for uniform capture.
The incorporation typically takes 3 to 6 months - depending on the position and complexity. The first week is particularly important for the first impression. The Ordio checklist helps you to cover all phases and track progress.
Onboarding covers the entire integration process - from signing the contract to full integration. Introduction is more relevant to the technical introduction of tasks and procedures. Both belong together; a checklist covers both aspects.
HR often coordinates, team leaders and Buddy are responsible for the specific implementation. IT takes care of accesses. The Ordio template helps you to assign responsibilities per task - everyone knows what to do.
Yeah. Ordio onboarding checklist is available free of Download as Excel template. You download the template, engage employees and tasks, and follow progress. No registration required. The template contains sheets for staff, checklist and overview.
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