Airtable – Employee Onboarding Template

Airtable – Employee Onboarding Template

Use this template to plan your employee onboarding experience in Airtable.

Why You Need This Template

Efficiency in Onboarding: Streamlining the onboarding process is crucial for any growing business. This Airtable Employee Onboarding Template ensures a smooth and efficient transition for new hires, from preboarding to their ninth month. It covers every essential aspect, ensuring nothing is overlooked.

Improved Employee Experience: A well-structured onboarding process significantly improves the new hire experience. This template helps create a positive first impression, setting the tone for a productive and engaged employment journey.

Template Features

1. Preboarding (Activities Before the First Day):

• Send Offer Letter
• Background Check
• Prepare Employment Contract
• Order Equipment and Supplies
• Create Email and System Accounts
• Orientation Schedule

2. First Day (Tasks and Activities):

• Welcome and Introduction
• Office Tour
• Paperwork Completion
• IT Setup
• Meet the Team

3. First Week:

• Company Orientation
• Job Training
• Review Company Policies
• Safety and Security Training
• Assign Buddy or Mentor

4. First Month:

• Set Performance Goals
• Check-in Meetings
• Provide Feedback
• Training and Development
• Company Culture Integration

5. Second and Third Months:

• Ongoing Training
• Project Assignments
• Performance Reviews
• Long-term Goal Discussion
• Benefits Review and Enrollment

6. Fourth to Sixth Months:

• Career Development Plan
• Additional Training and Support
• Check-in and Feedback
• Project Leadership Opportunities
• Encourage Networking

7. Seventh to Ninth Months:

• Review Progress and Adjustments
• Identify Growth Opportunities
• Leadership Training
• Performance Improvement Plan
• Celebration and Acknowledgment

Adding Template To Your Account

Step 1: Purchase the Template: First, purchase the Employee Onboarding Template through Gumroad. You will receive a link upon purchase.

Step 2: Copy to Your Airtable Account:

• After purchase, click the ‘Copy Base’ link in Airtable.
• This action will prompt you to log in to your Airtable account (or create one if you don’t have an account).
• Once logged in, the template will be copied directly into your Airtable workspace.
• You can then customize the template according to your organization’s specific needs.

Step 3: Implement and Customize:

• Start using the template immediately for your onboarding process.
• Customize tasks and timelines as per your company’s specific requirements.
• The template is fully editable, allowing you to add or remove tasks, modify timelines, and adapt it to various roles within your organization.

With this comprehensive Employee Onboarding Template, you can ensure a consistent, thorough, and welcoming experience for all new employees, laying a strong foundation for their future success in your company.

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