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35+ Free Onboarding Checklist Templates [Word, Excel]

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Welcoming a new employee is more than just a handshake and a workstation—it’s the beginning of their success story in your organization. A smooth onboarding process improves retention, boosts engagement, and accelerates productivity.

To help HR professionals and team leaders stay organized, we’ve compiled 35+ free onboarding checklist templates in both Microsoft Word and Excel formats. These templates cover everything from pre-boarding to first-week tasks, training schedules, compliance documentation, and more.

Whether you’re a small business or a large enterprise, these resources will ensure every new hire feels supported and set up for success.


📋 Why Use an Onboarding Checklist Template?

A well-structured onboarding checklist ensures nothing slips through the cracks. It provides a clear roadmap for:

✔️ HR tasks
✔️ IT setup
✔️ Orientation and training
✔️ Policy compliance
✔️ Team introductions

And it helps both HR teams and new hires stay aligned on what’s expected.


✅ What’s Included in These Free Templates?

You’ll find onboarding templates tailored for various needs, including:

  • 📅 Pre-boarding checklists
  • 👨‍💻 IT setup and access provisioning
  • 📄 New hire paperwork trackers
  • 📢 Orientation agendas
  • 📚 Training session schedules
  • 🤝 First-day and first-week welcome tasks
  • 📈 30-60-90 day onboarding plans

All templates are customizable to suit your company’s workflow, brand style, and compliance standards.


📁 Available Formats

📝 Word Templates

  • Clean printable checklists for HR folders
  • Editable fields for job roles and departments
  • Onboarding agendas and documentation templates
  • Role-specific and department-specific variants

📊 Excel Templates

  • Interactive task trackers
  • Automatic progress indicators
  • Shared collaboration-ready spreadsheets
  • Checkbox-ready formats for team-wide accountability

🎯 Who Should Use These Templates?

These onboarding checklists are ideal for:

✔️ HR departments and managers
✔️ Team leaders onboarding remote employees
✔️ Recruiters and staffing agencies
✔️ Startups scaling their workforce
✔️ Corporate learning & development teams
✔️ Operations teams handling IT and facility setup


🌟 Benefits of Using an Onboarding Checklist

✔️ Standardization – Every new hire experiences the same quality onboarding
✔️ Compliance – Ensure legal and policy-based steps aren’t missed
✔️ Efficiency – Avoid duplicate work and speed up setup
✔️ Clarity – Keep new hires informed about what to expect
✔️ Retention – First impressions count; strong onboarding improves long-term engagement


🧩 Sections Typically Found in Onboarding Checklists

Each checklist may include:

  • Employee details (name, role, start date)
  • Pre-arrival documentation (contracts, IDs)
  • Equipment and access setup
  • Welcome and orientation schedule
  • HR policy overview
  • Introduction to manager/team
  • Initial tasks and performance expectations
  • Feedback schedule

🔧 How to Customize Your Onboarding Checklist

  1. Download a suitable template (Word or Excel)
  2. Add your company logo and colors
  3. Define role-specific tasks per department
  4. Assign responsible personnel for each item
  5. Share with teams and store copies in employee records

📥 Download 35+ Free Onboarding Checklist Templates

Take the guesswork out of onboarding and create a seamless experience with these 35+ free downloadable templates. Each file is fully editable, ready to use, and designed to help you welcome employees the right way.

👉 Download now to improve your onboarding process and set your new hires up for long-term success.

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