The Employee onboarding template helps you collect documents and information in a structured, secure workflow. All you need to onboard your new employees in just a click
Who is this template for?
This template is designed for professionals in HR, Employees, Start-ups. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 7 steps that your clients complete through a secure portal:
- Welcome to our company! (Information screen)
- Basic information (Form) – Fields: First Name(s), Last Name, Your personal email address, Your address, Your ZIP code and more
- Legal Docs (Document upload) – Fields: Sign and return your offer letter, ID Card, Profile picture, I-9 form, IBAN and more
- Emergency (Form) – Fields: Emergency Contact First Name, Emergency Contact Last Name, Their email address, Their address, Their phone number
- Your onboarding checklist (Checklist) – Fields: Read our company handbook and get a quick intro to the inner working of our company here: https://www.example.com, Introduce yourself in our #team channel on Slack, Book a meeting with HR for benefits
- Misc. (Form) – Fields: Introduce yourself… elevator pitch style!, Which of our core values did you relate with the most? Why?, Your favorite book?, What’s your dream (or best) country to travel to?, What was your first paying job? and more
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Sign and return your offer letter | Download the offer letter, sign it and upload it back here! |
| ID Card | A valid ID Card, passport or driving license with a picture. If you are a foreigner, please also include a copy of your green card and an approved visa or employment authorization document. |
| Profile picture | Send us a profile picture that we'll use in your files. Ideally in a square format! |
| I-9 form | Complete your I-9 form and send it back here. More info here: https://www.uscis.gov/i-9 |
| IBAN | Send us your IBAN so that we can send you your next salary! |
| W-4 form | Complete your W-4 (income tax) form and send it back here once completed. More info: https://www.irs.gov/pub/irs-pdf/fw4.pdf |
| Non-disclosure agreement (NDA) | Download the NDA, sign-it and send it back here. |
| Direct deposit authorization form | This form will help us deposit your salary on your account directly. We will need you to fill it out and send it back here. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Employee onboarding template?
It is a ready-to-use document collection template with 7 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Employee onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Employee onboarding” template, and start collecting documents today. Check our pricing for details.