Business Ops

Employee Onboarding Tracker

Track new hires through standardized onboarding with auto-calculated completion %, overdue task detection, and a tasks-by-category chart so you know which department slows things down.

What's Inside

Start Here — How to use the master Checklist, how to spin up tasks for a new hire, how the math works.
New Hires — One row per new hire with Role, Department, Start Date, Manager, Buddy. Completion % auto-calculates from Task Tracker.
Checklist — Your master template of onboarding tasks grouped by category (IT Setup, HR, Team, Training). Edit once, reuse per hire.
Task Tracker — One row per task per hire. Status pills (Not Started / In Progress / Complete / Blocked). Overdue Due Dates flag red.
Dashboard — Snapshot (Active Onboardings, Total Tasks, Complete, Overdue, Avg Completion), per-hire breakdown with progress bars, Tasks-by-Category column chart (Total vs Complete).

Key Features

Per-hire completion % auto-calculated from Task Tracker status.
"Days until start" countdown for upcoming hires.
Overdue task detection (past Due Date AND not Complete).
Tasks-by-category breakdown so you spot bottlenecks (IT? HR? Manager?).
Status pills + validated dropdowns on every task.
Master Checklist tab — edit once, reuse the structure for every new hire.

Sample Formulas

Here are some of the formulas powering this template:

Per-hire completion %

=COUNTIFS('Task Tracker'!A:A,A2,'Task Tracker'!F:F,"Complete") / COUNTIF('Task Tracker'!A:A,A2)

Days until start (or "Day N" if started)

=IF('New Hires'!D2>=TODAY(), 'New Hires'!D2-TODAY()&" days", "Day "&TODAY()-'New Hires'!D2+1)

Count tasks done in a specific category

=COUNTIFS('Task Tracker'!C:C,"IT Setup",'Task Tracker'!F:F,"Complete")

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