Business Ops

Employee Onboarding Tracker

New hires shouldn't spend their first week chasing IT for a laptop password. This template gives every department a checklist, tracks completion across HR, IT, and the hiring manager, and shows exactly where each new hire stands — so day one feels organized, not chaotic.

What's Inside

New Hire Roster — One row per employee. Name, role, department, start date, hiring manager, onboarding buddy, and overall completion percentage. Your master list of everyone going through onboarding.
Onboarding Checklist — Per-hire task list organized by category: HR (offer letter, tax forms, benefits enrollment), IT (email, laptop, software access), Manager (intro meetings, 30-day goals, team lunch), and Training (product walkthrough, process docs, shadowing). Check off each item as it's completed.
Task Templates — Pre-built task lists by role type (Engineering, Sales, Marketing, Operations). Duplicate the right template for each new hire instead of building from scratch.
Dashboard — Active onboardings, average completion rate, overdue tasks, hires starting this week, and completion timeline showing how long onboarding typically takes by department.

Key Features

Completion percentage auto-calculated per employee across all task categories
Overdue task alerts flag items that should have been done by now
Role-based task templates — duplicate and customize for each new hire
Multi-department ownership: HR, IT, and manager tasks clearly assigned
Average onboarding duration tracking to benchmark and improve your process
Works for companies onboarding 1 person a month or 20

Sample Formulas

Here are some of the formulas powering this template:

Onboarding completion percentage

=COUNTIFS(A:A,Roster!A2,F:F,TRUE)/COUNTIF(A:A,Roster!A2)

Overdue tasks count

=COUNTIFS(A:A,Roster!A2,F:F,FALSE,E:E,"<"&TODAY())

Days since start date

=IF(D2>TODAY(),"Not started",TODAY()-D2&" days")

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