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New Hire Onboarding Guide: 7 Templates

New Hire Onboarding Guide [7 Templates]

A simple New Hire Onboarding guide to help get folks set up for success.
Welcome to Coda's New Hire Onboarding Guide!
At Coda, we've been using an onboarding guide for new hires since before I started! We've found it helps folks understand what's coming up and can help keep new employees on track from day one.

In this doc you'll find a simple employee onboarding guide for new hires. To use this doc, just make a copy and fill out your company's information, and customize it!

7 new employee onboarding templates
A successful onboarding program starts before a new hire's first day and goes beyond their first week and first month. Here's 7 templates that you can use, adapt, and customize to build an amazing onboarding experience.

1. Welcome to the company
This doc provides basic context on the onboarding plan. This Welcome! doc sets the tone for the onboarding experience and reassures new team members that they have a community of new coworkers to support them in their new role.

2. Before the first day
Pre-work might seem like much, but a little bit of preparation can help make the first day less overwhelming. This doc covers things like preparing the new hire paperwork required for the HR team. This is an easy admin task that can be done before the first day to make a new hire feel ready.

3. Employee's first day
The first day is mostly filled with formal onboarding tasks and activities. That's why we have a doc dedicated to new hire orientation, which includes the employee handbook, set up information, as well as a simple checklist to keep everyone on track.

4. Company culture
Formal orientation aside, first impressions usually stem from how a new team member fits into the bigger picture. It's really important to outline the company's mission and company culture. This doc provides an overview of the team’s structure and members. It also makes sure to create opportunities for a new hire to meet other team members.

5. Company workflows
Understanding company workflows is a key part of effective onboarding. This doc covers things like company meetings, team meetings, and scheduled events.that new employees can expect.

6. Product onboarding
We believe that it is key for everyone on the team to have an understanding of the product - no matter what role you are in. is our guide to learning how Coda can be used in different use cases to help new hires get more confident.

7. Check-in with feedback loops
Feedback is really important to ensure that new hires feel like their opinion and voice matters in their new work environment. That's why we've included a doc, which is a dedicated section for the new hire to add feedback on the onboarding process (if they'd like to!)

New hire onboarding best practices
Here are some best practices to keep in mind when building your onboarding process:
Build the onnboarding process in phases to reduce overwhelm and increase employee engagement.
Always include an employee onboarding checklist. This onboarding process has to-do items for each phase and a master checklist under.
Think long term and check-in with new hires after their first month, six months, and even first year. Include their feedback when growing your team to reduce employee turnover.

Feel free to add/delete/modify sections that work for you and your team! Maybe you'd have a section on external vendors or tools your team uses or something else entirely! This doc is meant to be flexible to your company and its needs.

Without further ado, let's jump right in with the section!

A few of the 25,000+ teams that 🏃‍♀️ on Coda.
Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.

Find out how to Coda-fy your rituals.

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