{"id":11217,"date":"2026-01-28T13:57:10","date_gmt":"2026-01-28T13:57:10","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=11217"},"modified":"2026-03-05T14:00:05","modified_gmt":"2026-03-05T14:00:05","slug":"onboarding-templates","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/work-tools-and-templates\/onboarding-templates\/","title":{"rendered":"Top 10 Customizable Onboarding Templates for Total Simplicity"},"content":{"rendered":"\n<p class=\"translation-block\">Managing an <a href=\"https:\/\/plaky.com\/blog\/employee-onboarding-process-steps\/#new-employee-onboarding-process-checklist\" target=\"_blank\" rel=\"noreferrer noopener\">onboarding process<\/a> can be taxing \u2014 so you don\u2019t want to go into it unprepared.<\/p>\n\n\n\n<p class=\"translation-block\">However, it\u2019s even more tiring to prepare for it <em>every time<\/em> you get a new employee. Especially if you\u2019re running a growing team.<\/p>\n\n\n\n<p class=\"translation-block\">So, streamline and simplify that process by using onboarding templates. Learn to make one yourself, or use one of the 10 useful templates we\u2019re sharing in this article.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"600\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Onboarding-Templates.jpg\" alt=\"Onboarding Templates\" class=\"wp-image-11234\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Onboarding-Templates.jpg 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Onboarding-Templates-300x150.jpg 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Onboarding-Templates-768x384.jpg 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Onboarding-Templates-18x9.jpg 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"get-new-employees-up-to-speed-with-these-10-onboarding-templates\" class=\"wp-block-heading translation-block\">Get new employees up to speed with these 10 onboarding templates<\/h2>\n\n\n\n<p class=\"translation-block\">To make your onboarding process streamlined and consistent, we\u2019ve gathered and created 10 of the best templates you can use.<\/p>\n\n\n\n<p class=\"translation-block\">Every one of these templates is fully customizable, too \u2014 so you can add fields, change values, or adjust them as you see fit.<\/p>\n\n\n\n<h3 id=\"1-plakys-employee-onboarding-template\" class=\"wp-block-heading translation-block\">#1 Plaky\u2019s employee onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">The best template comes with a complimentary project management tool \u2014 <a href=\"https:\/\/plaky.com\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a> by <a href=\"https:\/\/cake.com\/\" type=\"link\" id=\"https:\/\/cake.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\"><a href=\"https:\/\/plaky.com\/templates\/employee-onboarding\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Plaky\u2019s employee onboarding template<\/strong><\/a><strong> is ideal for simplifying this process and keeping an eye on all related tasks.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"672\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Getting-a-clear-overview-of-new-employees-with-Plakys-onboarding-template.png\" alt=\"Plaky's onboarding template\" class=\"wp-image-11241\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Getting-a-clear-overview-of-new-employees-with-Plakys-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Getting-a-clear-overview-of-new-employees-with-Plakys-onboarding-template-300x168.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Getting-a-clear-overview-of-new-employees-with-Plakys-onboarding-template-768x430.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Getting-a-clear-overview-of-new-employees-with-Plakys-onboarding-template-18x10.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Getting a clear overview of new employees with Plaky&#8217;s onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">With this template, your tasks are clearly sorted into onboarding phases, so you can easily break down the onboarding process into more manageable steps. This helps you keep track of tasks \u2014 after all, you don\u2019t want to be just as confused as the new employee.<\/p>\n\n\n\n<p class=\"translation-block\">You can get even more clarity with <a href=\"https:\/\/plaky.com\/features\/board-views\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s various board views<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Table view<\/strong> \u2014 This view gives you and your new employee full transparency over all relevant info. With instant insight into task data, you can easily make adjustments and change tactics without wasting time.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/kanban-tool\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Kanban view<\/strong><\/a><strong> <\/strong>\u2014 The Kanban view sorts tasks by categories, where you can easily change their status, phase, priority, etc. simply by drag-and-dropping it.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/gantt-chart\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Gantt chart view<\/strong><\/a> \u2014 With a clear overview of the <a href=\"https:\/\/plaky.com\/learn\/project-management\/project-timeline\/\" target=\"_blank\" rel=\"noreferrer noopener\">project timeline<\/a>, you can make sure new employees aren\u2019t overwhelmed by overlapping meets and tasks as soon as they join your organization.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/chart-view\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Chart view<\/strong><\/a>&nbsp;\u2014 This view lets you make sure the onboarding is progressing according to plan, and helps you consolidate and analyze results.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Then, take these views to their full potential with <a href=\"https:\/\/plaky.com\/features\/fields\" target=\"_blank\" rel=\"noreferrer noopener\">custom Fields<\/a> \u2014 which let you keep information transparent in any industry.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"676\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-the-Gantt-view-to-track-onboarding-timelines.png\" alt=\"Gantt chart view in Plaky\" class=\"wp-image-11249\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-the-Gantt-view-to-track-onboarding-timelines.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-the-Gantt-view-to-track-onboarding-timelines-300x169.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-the-Gantt-view-to-track-onboarding-timelines-768x433.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-the-Gantt-view-to-track-onboarding-timelines-18x10.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Using the Gantt view to track onboarding timelines<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-default\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Get Plaky\u2019s onboarding template<\/h2>\n        <p class=\"translation-block !text-sm\">Want to get rid of the hassle of creating onboarding templates right now? Go for simple and reliable \u2014 Plaky by CAKE.com!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/templates\/employee-onboarding\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-right \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<p class=\"translation-block\">Plaky\u2019s onboarding template is not only useful for HR, but for the new employee as well thanks to the <a href=\"https:\/\/plaky.com\/features\/my-tasks\" target=\"_blank\" rel=\"noreferrer noopener\">My tasks<\/a> tab. It\u2019s a nifty view where team members can see a list of all tasks they\u2019re assigned to, no matter the board.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This way, new employees can easily make sense of the hectic mess of onboarding and focus on delivering all new tasks in time.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">You can\u2019t get this with standard spreadsheets. There, employees would waste so much time trying to find every task they\u2019re assigned to. In Plaky, planning your tasks is as simple as clicking a button.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"672\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Stay-on-top-of-your-tasks-with-the-My-Tasks-tab-in-Plaky.png\" alt=\"My tasks in Plaky\" class=\"wp-image-11247\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Stay-on-top-of-your-tasks-with-the-My-Tasks-tab-in-Plaky.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Stay-on-top-of-your-tasks-with-the-My-Tasks-tab-in-Plaky-300x168.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Stay-on-top-of-your-tasks-with-the-My-Tasks-tab-in-Plaky-768x430.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Stay-on-top-of-your-tasks-with-the-My-Tasks-tab-in-Plaky-18x10.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Stay on top of your tasks with the My tasks tab in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">You can also use Plaky to communicate across departments using <a href=\"https:\/\/plaky.com\/features\/comments\" target=\"_blank\" rel=\"noreferrer noopener\">comments and @mentions<\/a>, as well as <a href=\"https:\/\/plaky.com\/features\/files\" target=\"_blank\" rel=\"noreferrer noopener\">share files<\/a> to keep your documents sorted and available for every new employee.<\/p>\n\n\n\n<p class=\"translation-block\">There\u2019s also replies and reply threads in the comments, so all information is even further sorted and easy to find for future reference.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"1082\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Communicating-clearly-with-new-hires-in-Plaky.png\" alt=\"Communicating clearly with new hires in the comments section in Plaky\" class=\"wp-image-11238\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Communicating-clearly-with-new-hires-in-Plaky.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Communicating-clearly-with-new-hires-in-Plaky-300x271.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Communicating-clearly-with-new-hires-in-Plaky-768x692.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Communicating-clearly-with-new-hires-in-Plaky-13x12.png 13w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Communicate clearly with new hires in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">But, it\u2019s hard not to think: <em>\u201cIsn\u2019t Plaky just another thing for the new employee to onboard to? Won\u2019t they be overwhelmed?\u201d<\/em><\/p>\n\n\n\n<p class=\"translation-block\">Not at all! Plaky by CAKE.com is one of the most intuitive project management tools out there, regardless if you\u2019re tech savvy or not.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83d\udca1 Plaky pro tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Before you onboard an employee, you need to hire one first. Don\u2019t worry, though \u2014 Plaky has a template that can simplify that process, too:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/templates\/recruitment\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s recruitment template<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"2-employee-onboarding-template\" class=\"wp-block-heading translation-block\">#2 Employee onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">Let\u2019s start with the basics \u2014 this template has everything you need to lead a successful onboarding process, without overcomplicating things.<\/p>\n\n\n\n<p class=\"translation-block\">In essence, it\u2019s for when you want to get things done with no hassle. This template is also the easiest to personalize, since it covers all the essentials.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"776\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Setting-up-a-standard-onboarding-process-with-the-employee-onboarding-template.png\" alt=\"Employee onboarding template\" class=\"wp-image-11246\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Setting-up-a-standard-onboarding-process-with-the-employee-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Setting-up-a-standard-onboarding-process-with-the-employee-onboarding-template-300x194.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Setting-up-a-standard-onboarding-process-with-the-employee-onboarding-template-768x497.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Setting-up-a-standard-onboarding-process-with-the-employee-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Setting up a standard onboarding process with the employee onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1xeLcCM7WavD_M5BgXC1kLFQ8imyzGKkEai7z90GcH2E\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"3-onboarding-checklist\" class=\"wp-block-heading translation-block\">#3 Onboarding checklist<\/h3>\n\n\n\n<p class=\"translation-block\">Want an even simpler onboarding template, that can be easily printed out and marked out with a pencil\u2019s satisfying <em>\u201cchk!\u201d<\/em>?<\/p>\n\n\n\n<p class=\"translation-block\">Then this onboarding checklist is just for you \u2014 divided into onboarding phases, you\u2019ll be able to make sure every task is done, without cluttering it with unnecessary info. For example, if you\u2019re dealing with little info due to running a small team.<\/p>\n\n\n\n<p class=\"translation-block\">We took the liberty of filling out this checklist with some common tasks you\u2019d see in any step by step onboarding process template \u2014 however, you can still add more tasks as you see fit.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1058\" height=\"1143\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-checklist.png\" alt=\"Employee onboarding checklist\" class=\"wp-image-11239\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-checklist.png 1058w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-checklist-278x300.png 278w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-checklist-768x830.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-onboarding-checklist-11x12.png 11w\" sizes=\"auto, (max-width: 1058px) 100vw, 1058px\" \/><figcaption class=\"wp-element-caption\">Employee onboarding checklist<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/docs.google.com\/document\/d\/1b-HEIylEcU8r8D2AYaU6iYmiIZZuD7CJK84rCWQsvv8\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Get the onboarding checklist<\/a><\/p>\n\n\n\n<h3 id=\"4-client-onboarding-template\" class=\"wp-block-heading translation-block\">#4 Client onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">New employees aren\u2019t the only ones who need onboarding \u2014 clients you collaborate with also need to be introduced and given insight into your work process. Whether it&#8217;s for security, efficient collaboration, or even simply the client\u2019s peace of mind.<\/p>\n\n\n\n<p class=\"translation-block\">This template helps you make sure the client is well informed while keeping in mind their needs and tracking results easily.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"780\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template.png\" alt=\"Client onboarding template\" class=\"wp-image-11237\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template-300x195.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template-768x499.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Client onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1mpS9GOTYZP2e3mu4fJXw8z5cnGVYptNb06e1aE0nA4k\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets,<\/a> <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Client-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"5-30-60-90-day-template\" class=\"wp-block-heading translation-block\">#5 30-60-90 day template<\/h3>\n\n\n\n<p class=\"translation-block\">The 30-60-90 day onboarding program template is commonly used to bring clarity to the process and set a solid timeline for new hire expectations.<\/p>\n\n\n\n<p class=\"translation-block\">This plan divides a new employee\u2019s goals into 3 set stages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Training <\/strong>\u2014 Every goal and task in the first 30 days is catered to developing the skills the new hire needs to work effectively.&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>First tasks<\/strong> \u2014 The 30-60 day period is dedicated to the first actual tasks your new hire will perform for them to be better integrated into the team\u2019s workflow.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Long-term planning<\/strong> \u2014 The following 60-90 days are meant to solidify integration and prepare a plan for the employee\u2019s future growth in the company.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">For every stage, the hire will have different goals, tasks, and training.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"791\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template.png\" alt=\"30-60-90 day onboarding template\" class=\"wp-image-11236\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template-300x198.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template-768x506.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">30-60-90 day onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1KHqpQ2Y_UMsTTyACwFF4Kj5UOg3ESfAtqD5V0EtjpAQ\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/30-60-90-day-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"6-employee-training-plan-template\" class=\"wp-block-heading translation-block\">#6 Employee training plan template<\/h3>\n\n\n\n<p class=\"translation-block\">New hires always need to be trained to be fully prepared to work in a specific environment.<\/p>\n\n\n\n<p class=\"translation-block\">But, training can\u2019t be done willy-nilly \u2014 you need to have a solid, well-thought-out plan to get the most out of it.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This template covers training plan sessions, makes sure you can save info on who\u2019s responsible for training the employee, and lets you easily share relevant documents that refer to different training modules.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"680\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template.png\" alt=\"Employee training plan template\" class=\"wp-image-11240\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template-300x170.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template-768x435.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template-18x10.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Employee training plan template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Blh6UmGkPbCRc6ohvvsLE8xsRmxSb7wJILzX2ZtVG3Y\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Employee-training-plan-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"7-it-onboarding-template\" class=\"wp-block-heading translation-block\">#7 IT onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">Onboarding in IT often comes with getting familiar with the framework and the permission structure of the whole organization \u2014 so it can be a rather difficult process without proper organization.<\/p>\n\n\n\n<p class=\"translation-block\">This industry-specific template lets you get a grip on onboarding tasks, but also:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Track the success metrics of your process and your new hire, and<\/li>\n\n\n\n<li class=\"translation-block\">Track which hardware, software, and permissions your employee has access to.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">You can now refer back to this info when planning training sessions or first tasks.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"777\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template.png\" alt=\"IT onboarding template\" class=\"wp-image-11242\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template-300x194.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template-768x497.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">IT onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1qqrjFyz2n5FTsCAS4KljAzWc4eSAhowmvHbOuPBoQi0\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/IT-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"8-sales-onboarding-template\" class=\"wp-block-heading translation-block\">#8 Sales onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">The sales team needs to juggle client handoffs, <a href=\"https:\/\/plaky.com\/blog\/what-is-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer relationship management (CRM)<\/a>, or <a href=\"https:\/\/plaky.com\/blog\/cold-calling\/\" target=\"_blank\" rel=\"noreferrer noopener\">cold calling<\/a> daily, so onboarding to such a fast-paced environment can be difficult.<\/p>\n\n\n\n<p class=\"translation-block\">This template saves the information about the new hire\u2019s first clients, so that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">The employee has easy access to their starting client list and contact notes and can review their successes and mistakes easily, and<\/li>\n\n\n\n<li class=\"translation-block\">The responsible party for onboarding can easily track the progress the new hire makes with each of their starting clients.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">This template also lets you measure success criteria, as well as track all info you need for onboarding tasks.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"802\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template.png\" alt=\"Sales onboarding template\" class=\"wp-image-11245\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template-300x201.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template-768x513.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Sales onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1QD6hy3zKY2TjNHTKDFvQh9oHSWaqOQVSlwEQdraX9Os\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Sales-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83d\udca1Plaky pro tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">If you want to learn more about leading a successful sales team, check out this useful guide:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/sales-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Project Management Explained (+ Examples &amp; Techniques)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"9-project-management-onboarding-template\" class=\"wp-block-heading translation-block\">#9 Project management onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">Project management is a difficult field to onboard \u2014 the first tasks need to require limited responsibility, as the project manager needs to be the most familiar with the <a href=\"https:\/\/plaky.com\/blog\/project-management-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">project\u2019s workflow<\/a>, processes, and plans.<\/p>\n\n\n\n<p class=\"translation-block\">Your new employee needs to have their project responsibilities clearly defined, so there\u2019s no confusion with what part of the project they\u2019re accountable for. So, this template offers a list of responsibilities that the employee and the responsible party can easily access and review.<\/p>\n\n\n\n<p class=\"translation-block\">This template also includes a standard task list and success metric tracking.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"724\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template.png\" alt=\"Project management onboarding template\" class=\"wp-image-11243\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template-300x181.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template-768x463.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Project management onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1oeVjx8p0-Zl0oIK10WTC5qhxg81Znk8TkllD8vwgew4\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Project-management-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h3 id=\"10-remote-team-onboarding-template\" class=\"wp-block-heading translation-block\">#10 Remote team onboarding template<\/h3>\n\n\n\n<p class=\"translation-block\">Remote teams have difficulty staying in touch and collaborating effectively \u2014 2 things that are key for a successful onboarding process.<\/p>\n\n\n\n<p class=\"translation-block\">So, you need a comprehensive communication plan to keep your remote team in line and collaborating effectively. This template keeps your new hires informed easily by helping them know who to contact whenever they need to.<\/p>\n\n\n\n<p class=\"translation-block\">It also sets a clear schedule for HR and work buddy meetings, which are crucial for a remote worker to be integrated into company culture. There\u2019s also a notes section to track the employee\u2019s questions, issues, and observations.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"729\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template.png\" alt=\"Remote onboarding template\" class=\"wp-image-11244\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template-300x182.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template-768x467.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Remote onboarding template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Download: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1C6d9tL5dZJgmL6Kf97dDFLKn-qy6pQcfiQUEiyzGk7g\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a>, <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Remote-onboarding-template.xlsx\">Microsoft Excel<\/a><\/p>\n\n\n\n<h2 id=\"how-to-make-an-onboarding-template\" class=\"wp-block-heading translation-block\">How to make an onboarding template<\/h2>\n\n\n\n<p class=\"translation-block\">Templates are meant to make your onboarding process easier \u2014 and to be used for every new employee in the future.<\/p>\n\n\n\n<p class=\"translation-block\">But, templates also need to be catered to <em>your <\/em>workflow. And while all templates in this article are customizable, you might want to make one from scratch.<\/p>\n\n\n\n<p class=\"translation-block\">So, how can you do that?<\/p>\n\n\n\n<h3 id=\"1-divide-into-phases\" class=\"wp-block-heading translation-block\">#1 Divide into phases<\/h3>\n\n\n\n<p class=\"translation-block\">An onboarding template makes sure this process is clearly divided into 4 phases:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Pre-boarding,<\/li>\n\n\n\n<li class=\"translation-block\">Welcoming and orientation,<\/li>\n\n\n\n<li class=\"translation-block\">Training and first tasks, and<\/li>\n\n\n\n<li class=\"translation-block\">Transition to new role.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Make sure you take this into account when creating your template \u2014 the tasks you create and goals you set will change depending on which phase you\u2019re in. It makes the process of filling out your template much quicker and easier.<\/p>\n\n\n\n<h3 id=\"2-define-task-parameters\" class=\"wp-block-heading translation-block\">#2 Define task parameters<\/h3>\n\n\n\n<p class=\"translation-block\">Every onboarding task will have data you\u2019ll need easy access to \u2014 so figure out how it\u2019ll be organized by setting clear parameters.<\/p>\n\n\n\n<p class=\"translation-block\">Some basic ones you\u2019ll likely need are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Name,<\/li>\n\n\n\n<li class=\"translation-block\">Description,<\/li>\n\n\n\n<li class=\"translation-block\">Status,<\/li>\n\n\n\n<li class=\"translation-block\">Due date, and<\/li>\n\n\n\n<li class=\"translation-block\">Assignee.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Other parameters simply depend on your organization \u2014 for example, if you\u2019re in the IT industry, you might need \u201c<em>Access &amp; permissions<\/em>\u201d or <em>\u201cSoftware\u201d <\/em>parameters.&nbsp;<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Store data easily with Plaky by CAKE.com<\/a><\/p>\n\n\n\n<h3 id=\"3-define-additional-segments\" class=\"wp-block-heading translation-block\">#3 Define additional segments<\/h3>\n\n\n\n<p class=\"translation-block\">Depending on your exact workflow and the needs of your team, you might need additional segments in your onboarding template \u2014 aside from simply \u201c<em>onboarding tasks<\/em>\u201d.<\/p>\n\n\n\n<p class=\"translation-block\">These might include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Success metrics,<\/li>\n\n\n\n<li class=\"translation-block\">Access and permissions,<\/li>\n\n\n\n<li class=\"translation-block\">Gear and dedicated resources,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">HR meetings, etc.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">If any additional elements are included in your onboarding process, make sure they\u2019re included in the template, too.&nbsp;<\/p>\n\n\n\n<h3 id=\"4-define-onboarding-tasks\" class=\"wp-block-heading translation-block\">#4 Define onboarding tasks<\/h3>\n\n\n\n<p class=\"translation-block\">Defining tasks is useful if you\u2019re making an onboarding checklist. Since your onboarding tasks likely won&#8217;t be tailored to a specific new hire, you can already figure out which tasks you expect to complete.<\/p>\n\n\n\n<p class=\"translation-block\">You already divided your process into 4 phases, so you can further organize your tasks this way, too. You can even pre-define priority or assignees \u2014 even if you\u2019re unsure of who <em>exactly<\/em> it\u2019ll be, you can use placeholders like \u201c<em>HR representative<\/em>\u201d.<\/p>\n\n\n\n<p class=\"translation-block\">This way, you barely have anything to prepare as you start your onboarding process.&nbsp;<\/p>\n\n\n\n<h2 id=\"lead-a-successful-onboarding-process-with-plaky-by-cake-com\" class=\"wp-block-heading translation-block\">Lead a successful onboarding process with Plaky by CAKE.com<\/h2>\n\n\n\n<p class=\"translation-block\">To lead a successful onboarding process, you don\u2019t just need a good template \u2014 you need a way to make sure the actual process runs smoothly.<\/p>\n\n\n\n<p class=\"translation-block\">And that\u2019s exactly what you\u2019ll get with Plaky. With it, you\u2019ll keep onboarding information transparent, while monitoring the progress of all tasks. In essence, it\u2019ll take some weight off your shoulders.<\/p>\n\n\n\n<p class=\"translation-block\">It\u2019s also a breath of fresh air for new employees \u2014 there\u2019s no worry about where to find resources, or who to contact. Instead, they can simply focus on getting the hang of your Plaky workflow.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"672\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-Plakys-Chart-view-to-keep-an-eye-on-onboarding-info.png\" alt=\"Plaky's Chart view\" class=\"wp-image-11248\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-Plakys-Chart-view-to-keep-an-eye-on-onboarding-info.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-Plakys-Chart-view-to-keep-an-eye-on-onboarding-info-300x168.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-Plakys-Chart-view-to-keep-an-eye-on-onboarding-info-768x430.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/01\/Using-Plakys-Chart-view-to-keep-an-eye-on-onboarding-info-18x10.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Use Plaky&#8217;s Chart view to keep an eye on onboarding info<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">The recruitment process is often costly \u2014 so your onboarding process shouldn\u2019t pour money down the drain, too.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">And with one of <a href=\"https:\/\/plaky.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s affordable plans<\/a>, you can be sure that you\u2019re saving both time <em>and <\/em>money.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\"><em>Set up for an effective onboarding process in minutes \u2014 get Plaky by CAKE.com today!<\/em><\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Sign up for free<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Make your onboarding process for new employees smooth and efficient with these 10 customizable onboarding templates.<\/p>\n","protected":false},"author":20,"featured_media":11234,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32,31],"tags":[],"class_list":["post-11217","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","category-work-tools-and-templates"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/11217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/comments?post=11217"}],"version-history":[{"count":10,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/11217\/revisions"}],"predecessor-version":[{"id":11943,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/posts\/11217\/revisions\/11943"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/media\/11234"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/media?parent=11217"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/categories?post=11217"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/wp-json\/wp\/v2\/tags?post=11217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}