Employee Onboarding Process Template [free download!]

employee onboarding workflow process free template

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Table of Contents

What is an Employee Onboarding Process Workflow and Why is it Important?

An employee onboarding workflow outlines the specific steps required to efficiently integrate a new employee in your organisation.

Employee onboarding is the process by which new recruits join your organisation.

The employee onboarding process follows the entire period from the time the offer is released to the moment the new employee becomes a productive contributor to your organisation.

Having an employee onboarding process is essential as it helps to seamlessly introduce new employees to the environment and culture of your organisation.

It also helps to streamline employee onboarding, meaning it becomes faster and easier to integrate new hires.

This in turn reduces the workload on your HR department, and increases the productivity and efficiency of new employees.

An efficient onboarding workflow helps to impress new employees, and ensure that all new hires are welcomed to the company with a consistent and positive experience.

How to Create your own Employee Onboarding Process

To create an employee onboarding workflow, you should begin by defining the scope of the process and the outcomes you want to generate.

When designing an employee onboarding process, it is essential that you have a good understanding of where to start and end before continuing with the connecting steps.

For example, in our template which you can download below, we chose to end the process after a 3-month review period.

Your organisation may have defined probation periods you wish to include, or may want to carry out more than one review before the onboarding process can be deemed complete.

Think about the goals you want to achieve through your employee onboarding process, and decide on your start and end points based on these.

Next, you can begin to outline the steps that need to be accomplished so that your process can move from start to finish.

It is important to understand which steps in your process require conditional logic and will impact the progression of the employee onboarding process.

Now it is time to consider who will be involved in your workflow.

Examine the stakeholders involved, what they are responsible for, and the information they will require to carry out the task effectively.

Based on this information, you can now create roles for each step of the task, and implement accountability.

Remember, one step may be carried out by multitudinous roles.

Alternatively, one role could have responsibility on a multitude of steps.

Your roles could be defined in generic terms, or be tailored to your organisation and the varying departments involved with employee onboarding.

In our template, which you can download below, we chose to include departments like HR, IT and accounting, but this may be different for your organisation.

Employee Onboarding With Jomo247

Once these factors have been considered you can then create your workflow template.

You could design your template on paper or use a digital workflow template builder, like the one offered by Jomo247.

Using a digital programme is more efficient, and makes creating, editing, and sharing your template easy.

With Jomo247 once you have created your employee onboarding workflow template it can then be used to automate this process through our system and ease the burden on your HR department.

With customisable roles built into our workflow designer it is even easier to control who can take part in and see information regarding each different step.

Once you have created your template it is now time to apply the new or revised process.

Always keep track of how your processes are performing in real time in case improvements or changes are required.

Onboarding a remote employee has also never been easier than with Jomo247.

Work across sites (including homes!) easily with real-time dashboard reporting, task management, and evidence tracking.

Continual improvement of your processes is key to compliance and ensures your operations are running as effectively as they can be.

What is a New Employee Starter Form?

A new employee starter form is an important part on the employee onboarding process and is used to collect all relevant information your organisation needs to know about an employee before they begin working.

Collecting and maintaining employee details is a legal requirement therefore, it is imperative that your organisation utilises employee information forms like this example.

To download our free New Employee Starter Form Template and learn how to create your own click here.

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Take a look at our compliance management software and start preparing for your next audit today
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