Onboarding templates

An onboarding template, built under Settings > Hiring > Onboarding templates, is the checklist a new hire works through before and around their start date. You build it once as an ordered list of steps, then publish it so it's ready to assign.

Step types

Every step is one of four types:

• Task: a plain step the new hire marks complete, such as "Set up your laptop."
• Question form: collects answers using the same question types available on applications, such as short text, dropdown, date or file. A question can also be mapped to write straight into the employee's profile once answered.
• Upload: the new hire uploads a document, such as a void cheque or a work permit. You set which file types are accepted and a maximum size up to 20 MB.
• Acknowledge: the new hire reads a policy and attests to it. An attached document, such as the policy PDF, is optional.

Any step can be marked required or optional.

Which template a new hire gets

A template can target a specific team, or be marked as your org's default. When a new hire's onboarding is assigned, they get the published template targeted at their team; if there isn't one, they get your org's published default instead.