Onboarding Templates

The Onboarding Templates page lets HR administrators define reusable onboarding checklists. Each template contains an ordered list of tasks with due days, required flags, descriptions, and assigned-to labels. Templates can be scoped to a specific position or department, or kept general for all new hires. One template can be set as the default and is automatically applied when a new employee is created with Onboarding status.

Accessing the Page

• Route: /onboarding/templates
• Menu Path: HR → Onboarding → Templates

List Columns

Column	Default Visible	Sortable	Description
Name	Yes	Yes	Template name
Position	Yes	No	Linked position scope (if set)
Department	Yes	No	Linked department scope (if set)
Tasks	Yes	No	Number of tasks in the template
Default	Yes	No	Badge shown if this is the default template
Status	Yes	No	Active or Inactive badge

Filtering

Filter	Type	Description
Search	Free text	Searches by template name
Status	Select	Active, Inactive, or All
Department	Select	Filter by department scope

Actions

Page Actions

Action	Description
Add Template	Opens the Create Onboarding Template dialog

Row Actions

Action	Description
Edit	Opens the Edit Onboarding Template dialog
Set as Default	Marks this template as the default for automatic assignment
Delete	Opens the Delete confirmation dialog

Creating a Template

Click Add Template to open the Create Onboarding Template dialog.

Template Fields

Field	Required	Type	Description	Default	Validation
Template Name	Yes	Text	Display name of the template	—	Required
Description	No	Textarea	Purpose or notes about the template	—	—
Position	No	Entity select	Scope template to a specific position	—	—
Department	No	Entity select	Scope template to a specific department	—	—
Onboarding Form Schema	No	Entity select	Attach a form schema for the employee to fill in during onboarding	—	—
Default Template	—	Toggle	Automatically assign this template to new employees	Off	Only one template can be default at a time
Active	—	Toggle	Inactive templates are hidden from selection	On	—

Task Builder

Each template contains an ordered list of tasks. Tasks are added using the task builder section at the bottom of the dialog.

Field	Required	Type	Description
Title	Yes	Text	Task title (e.g., “Sign NDA”, “Set up workstation”)
Due Day	No	Number	Day number relative to onboarding start when the task is due
Required	No	Toggle	Whether the task must be completed before onboarding can be closed
Description	No	Textarea	Detailed instructions for completing the task
Assigned To	No	Text	Role or person responsible (free text label, e.g., “IT Team”)
Category	No	Select	Documentation, IT Setup, Training, Introductions, Compliance, or Other

Tasks can be reordered using the Move Up and Move Down controls on each row. Click Add Task to add a new row at the bottom.

Steps to create a template:

1. Click Add Template.
2. Enter a template name and optionally a description.
3. Set position and/or department scope if applicable.
4. Add tasks using the task builder: enter a title, set the due day, toggle required, and optionally add a description and assignee.
5. Reorder tasks as needed.
6. Toggle Default Template on if this should be automatically assigned to new hires.
7. Click Create Template.

Editing a Template

Click the Edit row action to open the Edit Onboarding Template dialog. Same fields and task builder as Creating. All fields are editable. Task rows can be added, removed, or reordered.

Setting a Default Template

Click the Set as Default row action on any template. If another template is already the default, it is automatically unset. Only one template can be the default at a time.

The default template is automatically assigned to new employees when they are created with Onboarding status and no template is explicitly selected.

Deleting a Template

1. Open row actions and select Delete.
2. Confirm in the dialog — the action cannot be undone.

Note: Deleting a template does not affect employee onboarding checklists that were already generated from it. Existing employee checklists remain in place.

Common tasks

1. Open HR → Onboarding → Templates from the sidebar.
2. Click Add Template to create a new template.
3. Add tasks with due days and required flags.
4. Set the template as default if it applies to most new hires.

Related Pages

• Onboarding Dashboard — Monitor onboarding progress
• Onboarding Employee — Per-employee onboarding checklist generated from a template
• Form Schemas — Configure onboarding form schemas