TACTIXProcess templates
Employee Onboarding Process Template
A new hire's first week largely decides whether they stay. This template puts what HR, the manager and IT must prepare, and when, into one checklist.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| HR | 1 · StartConfirm the start date | 4 · DocumentPaperwork and contracts | ||||
|---|---|---|---|---|---|---|
| Manager | 3 · StepFirst-day welcome | 6 · End30-day check-in | ||||
| IT | 2 · StepPrepare accounts and equipment | |||||
| New hire | 5 · StepComplete the training plan |
Step by step
Confirm the start date
Prepare accounts and equipment
- Email created
- Laptop ready
- Access granted
First-day welcome
Paperwork and contracts
- Contract signed
- Privacy consent signed
Complete the training plan
30-day check-in
Who does what? (RACI summary)
R: responsible · A: approves
| Step | HR | Manager | IT | New hire |
|---|---|---|---|---|
| Confirm the start date | R | |||
| Prepare accounts and equipment | R | |||
| First-day welcome | R | |||
| Paperwork and contracts | R | |||
| Complete the training plan | R | |||
| 30-day check-in | A | R |
When to use it
- The same things are forgotten with every new hire
- You hire remotely or hybrid
- Several teams take part in onboarding
Tips
- Assign the accounts step to IT; it is not done until every check is ticked.
- Open guide mode for the new hire so they see their own progress.
- Put the 30-day check-in in the calendar.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.