A new-hire onboarding checklist you run every time
Instantiate a template per hire. Share the checklist so the new person sees what is done. Editing the template does not change in-progress hires (snapshot).
One blueprint, many hires
Laptop, accounts, buddy intro, first-week goals — they barely change. A template is the blueprint; each hire gets a fresh checklist.
The new person can see the list
Share it so they know what is done and what is still on IT. View-only if they should not tick your internal tasks; can-check if they own some of them.
Change the process without rewriting last month
When you add a security training to the template, in-progress onboarding checklists stay as they were. Next hire gets the new step. That is the snapshot rule.
A first-week skeleton
- Laptop and accounts provisioned
- Payroll / HR forms
- Security training
- Buddy intro scheduled
- Tools walkthrough
- First-week goals written down
Questions
Can the new hire see what IT already finished?
Yes. Share the checklist. Live checkmarks show what landed.
If I update the onboarding template, do current hires change?
No. Each checklist is a snapshot. Edit the template for the next person.
Is this only for hiring?
No. The same pattern works for client kickoff, a website launch, or any process you run more than once.
Start with a fresh checklist
Free, no credit card. Copy a community list or build your own in about a minute.