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<h3>About this <strong>Onboarding Checklist</strong></h3><p>This Onboarding Checklist is designed to make the process of onboarding a new client easier and more efficient. It provides a list of tasks and activities from initial contact to account setup to ensure the client’s successful transition to your consultation services.</p><h3>What is an <strong>Onboarding Checklist</strong>?</h3><p>An onboarding checklist is a list of tasks and activities that need to be completed to successfully onboard a new client to your consulting services. It’s a great way to ensure that every part of the process is done on time and it ensures that customer experience is preserved throughout. It can include activities such as creating proposals, preparing/signing contracts and sending welcome emails. The goal is to make the onboarding process as smooth and efficient as possible, helping to minimize the fears or concerns of the new client.</p><h3>When to use an <strong>Onboarding Checklist</strong></h3><p>An Onboarding Checklist should be used when starting a new consulting project with a client, especially when the scope and complexity of the project is larger and requires more detail. The checklist allows for a smooth transition to ensure the client is set up for success and prevent any issues that could arise during the onboarding process. It is also a great way to manage expectations and ensure that all tasks are completed in a timely manner.</p><h3>How to use the <strong>Onboarding Checklist Template</strong></h3><ul><li>Review the stages of the checklist to ensure they’re relevant for your consultancy. You may need to add, remove or edit stages to make is suitable.</li><li>You will want to use this Onboarding Checklist Template for every client you onboard. Many consultants create a new folder for each client and this Onboarding Checklist is one of the first documents created. As the relationship with the client develops, you can expect additional documents to be used too: SWOT Analysis documents or Competitor Analysis documents for example.</li></ul>

Onboard your consultation clients easily with this stunning template.

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Client Onboarding Checklist

<h1>Client Onboarding Document</h1><p>A Client Onboarding document can be sent to new clients when you first start working with them. This simple document can provide an overview of all the things that a client might need to know, such as team contact details, company information and processes.&nbsp;</p><h2>Why create a Client Onboarding document?</h2><p>It's important to make a good impression when working with new clients. Your Client Onboarding document is one way to do this. By creating a good-looking, yet resourceful, document you can give your new clients the important information they need in one simple space.&nbsp;</p><h2>When should you create a Client Onboarding document?</h2><p>It's a good idea to send a client onboarding document whenever you start working with a new client. These can be customized to each client or you can send one overall onboarding document that is suitable for all clients.&nbsp;</p><h2>How to use this Client Onboarding document?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

A client onboarding document is sent to new clients to give them the most important information about working with you.

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Client Onboarding Template

<h1>Employee Handbook Template</h1><p>Create and share a beautiful, online employee handbook for colleagues, with this free template.</p><h3>What is an employee handbook or manual?</h3><p>An employee handbook – also called a staff handbook, company handbook, staff manual, or employee manual – is a document or set of documents, which contains all the useful information about your company your team needs to know. With Craft's staff handbook template, you can quickly and easily create an online manual which you can share easily with colleagues via a link.</p><h3>When should I create an employee handbook?</h3><p>Although small start-ups don't typically have a company handbook to begin with, you should consider creating one when your company employs more than 10 people. And even if your business has fewer than 10 staff, a staff handbook is always useful; it ensures your policies are clearly documented and understood by your team.</p><p>Craft is ideal for small businesses creating their first employee handbook, as our templates enable you to quickly and easily create and share your manual – and make it look amazing, too.</p><h3>What should an employee handbook contain?</h3><p>Your company handbook should contain information about the following areas:</p><p><strong>Company culture:</strong> the firm's mission, values, history, vision, etc.</p><p><strong>General workplace information:</strong> what is expected of colleagues, working hours, holiday allowances, policy on remote working, company perks, etc.</p><p><strong>Legal information:</strong> many countries legally require certain information to be included in a company handbook, such as the equal opportunities policy, code of conduct, safety and security at work, and pay policies.</p><h3>Sharing and maintaining your employee handbook</h3><p>Once you have created your employee handbook, publish it online and share it with colleagues via the 'share to web' function.</p><p>Employee handbooks are living documents, which means they are continuously updated. This is quick and easy to do with Craft and your edits appear immediately.</p><p>You can also print your handbook if you need a hard copy.</p><hr><h3>How to use this Employee Handbook template</h3><ul><li>Tap <i>Use This Template</i>&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

With Craft's staff handbook template, you can quickly and easily create an online handbook which is easily sharable with your employees via a link.

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Employee Handbook

<h1>Onboarding Checklist Template</h1><p>Ensure your new employee onboarding runs smoothly with this free staff onboarding checklist template.</p><h3>What is an onboarding checklist?</h3><p>A new start onboarding checklist is a list of all the things your company needs to do when a new member of staff joins your team.</p><h3>Why create an onboarding checklist?</h3><p>Creating an onboarding checklist ensures you have a consistent process when it comes to welcoming new starts, and also means you won't miss out any vital parts.</p><h3>When should you create an onboarding checklist?</h3><p>It's a good idea to have an onboarding checklist in place before your first employee joins. Inevitably, there will be a list of things you'll need to setup and explain to new staff and having a checklists ensures nothing important is missed.</p><h3>What should an onboarding checklist contain?</h3><p>An onboarding checklist should contain every task you need to do in order to fully 'onboard' a new member of staff. This will differ from company to company, but examples include:</p><ul><li>Set up email</li><li>Create account for analytics</li><li>Introduce to company on Slack</li><li>Write personal bio</li><li>Add photo to company wiki</li><li>Meet with line manager</li><li>Attend engineering introduction</li></ul><h3>Sharing and maintaining your onboarding checklist</h3><p>Once you have created your onboarding checklist document, publish it online and share it with your teammates via the 'share on web' function.</p><p>Onboarding checklists are living documents; they should be reviewed regularly and updated as your company changes. This is quick and easily to do with Craft, and your edits will appear immediately.</p><hr><h3>How to use this Onboarding Checklist template</h3><ul><li>Tap <i>Use This Template</i>&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Ensure your new team members have everything they need for a successful start by creating a beautiful Welcome Pack that can be easily shared in Craft.

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Onboarding Checklist

<h1>Employee Welcome &amp; Onboarding Kit</h1><p>Welcome new staff beautifully with this new employee onboarding pack template.</p><h3>What is an employee onboarding pack?</h3><p>An employee onboarding pack or welcome kit is a set of documents that help a new team member learn more about the role and how the company operates. Onboarding packs are typically sent to new staff when they join a workplace.</p><h3>Why create an employee onboarding pack?</h3><p>A good employee onboarding experience makes a significant contribution to the morale of new colleagues. Companies that ensure joiners feel welcome tend to see better staff satisfaction and higher productivity, than companies that have no onboarding procedure, or a poor one.</p><h3>When should you create an employee onboarding pack?</h3><p>Even the smallest start-ups need to ensure new members of their team feel welcome and have all the information they need to function, from day one. Therefore, no company is too young to create a staff onboarding pack.</p><h3>What should an employee onboarding pack contain?</h3><p>An onboarding pack should contain documents on the following:</p><ul><li>A welcome message.</li><li>Practical information, such as where the employee should sit, hours of work, office address, etc.</li><li>Account set up details. Typically new starts need to create a number of accounts to enable them to operate.</li><li>Links to other company docs, for example; employee handbook, company values.</li></ul><h3>How to use this new employee onboarding pack template</h3><ul><li>Create a folder called ‘Templates.’</li><li>Create this template document and give it a title. Remember to add ‘template’ to make it easy to find later.</li><li>Add your content. Be sure to create an experience that looks beautiful.</li><li>You're ready to share.</li></ul><h3>Sharing and maintaining your employee onboarding document</h3><p>Once you have created your onboarding pack, publish it online and share it with your new starts via the 'share to web' function.</p><p>Employee onboarding documents are living documents; they should be reviewed regularly and updated as a company grows. This is quick and easy to do with Craft, and your edits will appear immediately.</p><p>Get this <strong>new employee onboarding pack template</strong> here.</p>

Write and share your Welcome Kit for your new hires with this template.

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Employee Welcome Kit

<h1>Job Offer Template</h1><p><br>Make your job offer stand out with this job offer template that you can share with your candidate via a link.</p><h3><strong>What to include in your job offer:</strong></h3><ul><li>A personal letter explaining why you are making the job offer to them</li><li>Job title</li><li>Job description</li><li>Salary</li><li>Other benefits</li><li>Proposed start date</li></ul><h3 style="margin-left:0px;"><strong>How to use this book template</strong></h3><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log-in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Make your job offer stand out with this template. Include details of the offer, and any additional attachments. Protect it with a password to make sure only intended people can access it.

Onboarding

FAQ About Onboarding Templates