Onboarding process template in Craft showing instructions and tips.

Onboarding process

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 process template

Ensure your new employee onboarding runs smoothly with this free staff onboarding process template.

What is an onboarding process?

A new start onboarding process is a doc with all the things your company needs to do when a new member of staff joins your team.

Why create an onboarding process document?

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.

When should you create an onboarding process?

It's a good idea to have an onboarding process document in place before your new employee joins. Inevitably, there will be a list of things you'll need to set up and explain to new staff. 

What should you cover in an onboarding process?

An onboarding process 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:

  • Set up email
  • Create an account for analytics
  • Introduce to company on Slack
  • Write personal bio
  • Add a photo to the company wiki
  • Meet with your line manager
  • Attend engineering introduction

Sharing and maintaining your onboarding process

Once you have created your onboarding checklist document, publish it online and share it with your teammates via the 'share on web' function.

Onboarding checklists are living documents; they should be reviewed regularly and updated as your company changes. This is quick and easy to do with Craft — and your edits will appear immediately.

How to use this onboarding process template

  • Tap Use This Template 
  • When prompted, log-in or sign-up to Craft
  • Edit the template to make it your own

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