The New employee onboarding template helps you collect documents and information in a structured, secure workflow. Template for onboarding new employees, collecting personal, employment, and compliance information.
Who is this template for?
This template is designed for professionals in HR, Onboarding, Employees. 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 (Information screen)
- Personal Information (Form) – Fields: First Name, Last Name, Date of Birth, Home Address, Personal Email and more
- Employment Details (Form) – Fields: Employment Start Date, Employment Type, Department, Job Title
- Identity Documents (Document upload) – Fields: Government-issued ID, Social Security card
- Tax & Payroll Forms (Document upload) – Fields: Tax withholding form, Direct deposit form
- Policy Acknowledgments (Document upload) – Fields: Employee handbook acknowledgment, Code of conduct acknowledgment
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Government-issued ID | Passport, national ID card, or driver’s license (photo and signature page). |
| Social Security card | Copy of your Social Security card or national equivalent. |
| Tax withholding form | Completed W-4 (US) or local tax withholding form. |
| Direct deposit form | Bank details for payroll direct deposit. |
| Employee handbook acknowledgment | Signed acknowledgment of receipt and review of the employee handbook. |
| Code of conduct acknowledgment | Signed acknowledgment of the company code of conduct. |
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 New 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 New 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 “New employee onboarding” template, and start collecting documents today. Check our pricing for details.