{"id":5840,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/new-employee-onboarding\/"},"modified":"2026-03-26T12:41:24","modified_gmt":"2026-03-26T11:41:24","slug":"new-employee-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/new-employee-onboarding\/","title":{"rendered":"New employee onboarding"},"content":{"rendered":"<div class=\"sd-tpl-content\">\n<p>The <strong>New employee onboarding<\/strong> template helps you collect documents and information in a structured, secure workflow. Template for onboarding new employees, collecting personal, employment, and compliance information.<\/p>\n<h2>Who is this template for?<\/h2>\n<p>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.<\/p>\n<h2>How it works<\/h2>\n<p>This template includes 7 steps that your clients complete through a secure portal:<\/p>\n<ol>\n<li><strong>Welcome<\/strong> (Information screen)<\/li>\n<li><strong>Personal Information<\/strong> (Form) &#8211; Fields: First Name, Last Name, Date of Birth, Home Address, Personal Email and more<\/li>\n<li><strong>Employment Details<\/strong> (Form) &#8211; Fields: Employment Start Date, Employment Type, Department, Job Title<\/li>\n<li><strong>Identity Documents<\/strong> (Document upload) &#8211; Fields: Government-issued ID, Social Security card<\/li>\n<li><strong>Tax &amp; Payroll Forms<\/strong> (Document upload) &#8211; Fields: Tax withholding form, Direct deposit form<\/li>\n<li><strong>Policy Acknowledgments<\/strong> (Document upload) &#8211; Fields: Employee handbook acknowledgment, Code of conduct acknowledgment<\/li>\n<li><strong>Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n<h2>Documents collected<\/h2>\n<table>\n<thead>\n<tr>\n<th>Document<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Government-issued ID<\/strong><\/td>\n<td>Passport, national ID card, or driver\u2019s license (photo and signature page).<\/td>\n<\/tr>\n<tr>\n<td><strong>Social Security card<\/strong><\/td>\n<td>Copy of your Social Security card or national equivalent.<\/td>\n<\/tr>\n<tr>\n<td><strong>Tax withholding form<\/strong><\/td>\n<td>Completed W-4 (US) or local tax withholding form.<\/td>\n<\/tr>\n<tr>\n<td><strong>Direct deposit form<\/strong><\/td>\n<td>Bank details for payroll direct deposit.<\/td>\n<\/tr>\n<tr>\n<td><strong>Employee handbook acknowledgment<\/strong><\/td>\n<td>Signed acknowledgment of receipt and review of the employee handbook.<\/td>\n<\/tr>\n<tr>\n<td><strong>Code of conduct acknowledgment<\/strong><\/td>\n<td>Signed acknowledgment of the company code of conduct.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Features included<\/h2>\n<ul>\n<li><a href=\"\/en\/features\/automated-reminders\/\">Automated reminders<\/a> so your clients never forget a document<\/li>\n<li><a href=\"\/en\/features\/branded-portal\/\">Branded client portal<\/a> with your logo and colors<\/li>\n<li><a href=\"\/en\/features\/docusign-integration\/\">DocuSign integration<\/a> for collecting signatures alongside documents<\/li>\n<li><a href=\"\/en\/features\/validation-dashboard\/\">Validation dashboard<\/a> to approve or reject submitted documents<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>What is the New employee onboarding template?<\/h3>\n<p>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.<\/p>\n<h3>Is the New employee onboarding template free?<\/h3>\n<p>You can try this template free for 7 days with Superdocu. No credit card required.<\/p>\n<h3>Can I customize this template?<\/h3>\n<p>Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.<\/p>\n<h2>Try this template for free<\/h2>\n<p>Sign up, select the &#8220;New employee onboarding&#8221; template, and start collecting documents today. Check our <a href=\"\/en\/pricing\/\">pricing<\/a> for details.<\/p>\n<p><strong><a href=\"https:\/\/www.superdocu.com\/c\/sign_up?template=new-employee-onboarding\">Start your free trial<\/a><\/strong><\/p>\n<p><a href=\"\/en\/templates\/\">Browse all templates<\/a><\/p>\n<\/div>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"HowTo\",\"name\":\"New employee onboarding Template\",\"description\":\"Template for onboarding new employees, collecting personal, employment, and compliance information.\",\"step\":[{\"@type\":\"HowToStep\",\"name\":\"Welcome\",\"text\":\"Welcome to our employee onboarding portal!We\u2019re excited to have you join our team. Click \u201cNext\u201d to begin.\"},{\"@type\":\"HowToStep\",\"name\":\"Personal Information\",\"text\":\"Please provide your personal details.\"},{\"@type\":\"HowToStep\",\"name\":\"Employment Details\",\"text\":\"Tell us about your role and start date.\"},{\"@type\":\"HowToStep\",\"name\":\"Identity Documents\",\"text\":\"Identity Documents\"},{\"@type\":\"HowToStep\",\"name\":\"Tax & Payroll Forms\",\"text\":\"Tax & Payroll Forms\"},{\"@type\":\"HowToStep\",\"name\":\"Policy Acknowledgments\",\"text\":\"Policy Acknowledgments\"},{\"@type\":\"HowToStep\",\"name\":\"Thank You!\",\"text\":\"Thank you for completing your onboarding!Our HR team will review your information and reach out if anything else is needed.\"}]}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the New employee onboarding template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is a ready-to-use document collection template with 7 steps. 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You can add, edit, or remove steps and fields to adapt the template to your workflow.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Template for onboarding new employees, collecting personal, employment, and compliance information.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false},"sd_template_category":[227,226,241],"class_list":["post-5840","sd_template","type-sd_template","status-publish","hentry","sd_template_category-employees","sd_template_category-hr","sd_template_category-onboarding"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template\/5840","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template"}],"about":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/types\/sd_template"}],"wp:attachment":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/media?parent=5840"}],"wp:term":[{"taxonomy":"sd_template_category","embeddable":true,"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template_category?post=5840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}