Employee onboarding template
Employee onboarding is a critical Human Resources (HR) process focused on integrating new hires into an organization. This includes the specific steps designed to help newcomers become familiar with their roles, the company culture, and the technical work environment.
Why should you use a template?
While this Jira ticket template is perfect for HR teams, it can be assigned to any project where a new team member is added. Using issue templates for onboarding allows you to customize the description to your specific department needs while maintaining a standardized process. You can create a comprehensive checklist within a single issue to ensure that no hardware requests or software permissions are missed.
Want to ace the onboarding process?
Check out our handbook with Atlassian products.
Template example:
Template name: Employee Onboarding
Epic: Onboarding [name of new hire/department]
Description: Create a comprehensive plan for onboarding a new team member.
Tasks:
- Prepare Onboarding Materials
Description: Description: Ensure all needed contracts are ready for the first day.
Subtasks:
- Sign an employment contract
- Create a welcome package with company swag
- Set Up Equipment and Workspace
Description: Prepare hardware and software.
Subtasks:
- Order necessary equipment (laptop, phone, etc.).
- Prepare the workstation with essential tools and resources.
- Set up email accounts, and access to internal systems
- Schedule Onboarding Sessions
Description: Prepare the agenda for the meeting with the team.
Subtasks:
- Create weekly meeting plan
- Send out calendar invites to new employees and involved parties.
- Orientation phase
Description: Take care of proper company introduction.
- Prepare presentation slides for HR orientation.
- Prepare a Confluence page with information on company policies, structure and benefits, and enrollment process.
- Training phase
Description: Prepare training sessions and assign a mentor.
- Gather training knowledge base
- Assign a coordinator
- Assign Onboarding Buddy
Description: Pair the new employee with a seasoned team member to assist with integration and answer questions. Establish regular check-ins for the first few weeks.
Did you know?
Users can also define template values for custom fields. Supported custom fields can be found here.