Free Employee Onboarding Template Download
August 4, 2020

Free Employee Onboarding Template in Excel

By Brian McHale

Any business, industry, or project that requires a multiple number of employees needs efficient management.

The constant ups and downs in every field can get rather tricky to handle if you don’t find a way of keeping all your employees together.

New hiring in small companies can be especially tricky because you need the best and most productive staff in order to progress quickly.

Employees also feel gravitated towards such middle-sized start-ups when their employers make efforts to maximize efficiency.

If you hear from industrial giants in any field, you’ll hear words like ‘teamwork,’ ‘leadership,’ and ‘communication.’

All the inspirational talk points towards one factor: a strong and sturdy employer-employee relationship.

Moreover, the success of your business relies on how quickly you build this relationship.

The future of productivity and progress can be in jeopardy if you have a strained relation with your employees.

Employee Onboarding

So how do mega conglomerates manage everything so smoothly?

How do they continue to hire the best employee for each post every single time?

How does their faculty keep growing?

The answer is effective employee onboarding.

In the simplest technical terms, employee onboarding in any organization or institute refers to familiarizing a new employee to the workplace’s culture, working, ethics, and goals.

From the employee’s post to the organization’s mission, onboarding is the primary method to introduce a new employee to every workplace aspect.

This is an introduction to the new work-life and an insight into the challenges and rewards that lie within.

Onboarding is a chance for employers to get to know their workforce and get an idea of their talent and productivity.

On the employees’ behalf, onboarding gives an opportunity to explore the opportunities they can avail to prove themselves.

Both the employing organization and employees are embarking on a new journey.

Employee onboarding is critical for both of them.

Free Employee Onboarding Template in Excel

Click to download our Free Employee Onboarding Template in Excel to begin simplifying your project management.

Whose Job Is It to Get the Employees Onboard?

When a team of employees becomes a part of an organization, it invariably gets connected to the entire organization.

An accountant in the finance department, a regional manager at a far-flung office, and even an intern contributes to the organization’s overall development.

Therefore, we cannot limit the goal of employee onboarding to just one department.

Since each employee has a part to contribute to the organization’s collective efficiency, onboarding must be carried across the organization.

Starting with the HR department, many start-ups and small businesses do not pay much attention to this department.

The most practical way of making sure you hire the right people for your goal is through HR scrutiny.

Proper HR specialists know the different temperaments of candidates.

They can extract the most meaningful workforce through interviews and conversations.

HRs are pretty familiar with the psychic of candidates, which is why they can easily break the ice.

More than that, HRs can give the prospective employees an idea of the contribution that would be expected from them if they get hired.

Considering this vital role, having an HR manager can make the onboarding process quite simple.

The employee’s own department is perhaps also the most essential onboarding place.

Here’s what each employee must go through in order to become comfortable, confident, punctual, and productive:


Opening up to the teammates in one’s own department

While your teammates or coworkers aren’t your bosses or HR experts, they’re the one’s with whom you’ll interact the most.

Having a strong and friendly relationship with your fellow employees will help you catch up and truly bond yourself with your workplace.

Your teammates cheer you up on bad days, celebrate your special days, and even help you with office work.

Having a strained relationship with coworkers ruins your productivity and efficiency.

But if the teammates bond well, it speeds up the onboarding process.

Planning Business Plan

The Head of Department is also responsible for onboarding new employees.

If any new entree isn’t feeling comfortable or a rift between coworkers, or if the overall performance is declining, the Head of Department needs to step up.

Helping employees get along with each other makes sure that the new ones don’t feel lost or left out.

Moreover, the Head of Department is also responsible for making new employees feel welcomed in the new environment.

This may mean a few pep talks and assurances, but every bit of effort will prove to be fruitful at the end of the day.

The IT, finance, learning and development, and legal help departments are also responsible for their respective roles in the onboarding procedure.


Why Is It Important to Record Employee Onboarding Process On Excel?

Project Central is integrated with Microsoft Office 365.

The software offers easy, all-rounded, and on-the-go management of all sorts of office work.

From salaries to emails to regular work reports, you can easily manage and oversee office work.

Likewise, having an onboarding Excel template is the best way to record individual as well as collective progress.

You can find and create all sorts of variations of an employee onboarding template in Excel.

The variations depend on the employee’s status at work, as well as the required goals.

There are a number of reasons why such a template is important.

Here’s an overview of the benefits of having a new employee onboarding plan template:


1. Helps in Planning Ahead

Suppose your new project starts tomorrow.

You’ll probably have a small gathering for lunch or dinner.

You’ll introduce the new employees to each other.

The heads, advisors, managers, and employees will get to know each other.

All this time, you’ll be keenly observant about one thing; the behavior of newly hired people.

Getting to know your employees, their future plans, their skills, etc. will help you plan the path ahead.

How much time does a particular employee need to open up?

How long will it take to get the ball rolling?

What can you reasonably expect from each employee?

How successful are the new teams in meeting your expectations?

Recording all the minor details in the initial onboarding phase makes it easy to plan things ahead.

By keeping track of your employee’s performance from the very start, you’ll have each moment available at a glance.


2. Skills Analysis

For a new employee onboarding checklist template Excel spreadsheets offer the best record keeping services.

What is the newcomer good at? Which tasks does a new employee find difficult?

Which employee lacks behind in certain aspects?

How many employees feel comfortable with a certain task?

And how many complain about it?

Maintaining an employee onboarding spreadsheet gives you the clearest image of each employee’s skills and interests.

This is beneficial in figuring out which tasks suit a certain employee.

It helps in viewing the overall popularity of different projects, the willingness of employees to work, as well as the overall progress.


3. Accountability, Progress, and Feedback

Having an Excel spreadsheet for employee onboarding is a great way of developing work relationships and setting new goals.

Having a spreadsheet that keeps track of each employee’s activity and suggestion promotes transparency and clarity.

You can hold your employees accountable if their actions seem unproductive or counterproductive. You can reward them if their efforts are the best of their abilities!

You can also plan a future course of action that guarantees the best and most efficient progress. This course of action will be based on the employee data you collect on your Excel onboarding template.

Lastly, your employee onboarding template can also serve to record valuable employee feedback.

This helps in a) understanding employee concerns, b) improving employee efficiency, c) minimizing workplace flaws, and d) lending value to employee suggestions.

Free Employee Onboarding Template in Excel

Click to download our Free Employee Onboarding Template in Excel to begin simplifying your project management.

What to Include in an Employee Onboarding Template on MS Excel

Office 365 is an efficient software for project management.

The scale of your project doesn’t matter, all you need to do is make sure your template is the perfect one for your project.

The Project Central template on Excel is an easy example of typical employee onboarding.

Here are a few factors you can include:


1. Employee Bio Data

Employee specifications such as name, posting, qualification, skills, and experience.


2. Employee Interests

Which aspects of the job excite an employee the most? Which ones does the employee find difficult to fulfill?


3. Routine Tasks

You can record daily, weekly, biweekly, or monthly progress statuses.

This includes all details regarding an employee’s activities in the given duration.

Meeting a client, submitting a report, giving a presentation, visiting a site, or any breakthrough is a part of this portion.


4. Feedback

The Excel onboarding template is the best way of recording feedback on employee performance.

This includes the staff’s feelings on employee performance as well as the HoD’s feedback on employee progress.

The employee’s feedback on the day spent at work is another important part.


Successful employee onboarding is integral because it ensures a strong foundation of work life.

In the same manner, having a proper template to record the onboarding progress helps to guarantee a productive and cooperative workforce.

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