Employee Onboarding Template

Overview

Employee Onboarding Template – Business Overview

The Employee Onboarding Template is a planning and standardization document used in Dafater to define how new employees are welcomed, prepared, and integrated into the organization. It acts as a reusable checklist that ensures every new hire goes through a consistent, well-organized onboarding experience aligned with company policies and culture.

Purpose in Business Operations

The Employee Onboarding Template is used to: - Standardize the onboarding process across departments and roles
- Ensure no critical onboarding step is missed
- Clarify responsibilities between HR, managers, IT, and administration
- Improve the new employee’s first experience and productivity from day one

By using this template, organizations reduce confusion, save time, and maintain a professional and compliant onboarding process.

Prerequisites and Setup Requirements

Before using the Employee Onboarding Template, the business should have: - Clearly defined onboarding activities (for example: document collection, system access, training, orientation) - Identified roles or departments responsible for each onboarding activity - Standard joining processes approved by HR and management - Job roles or employee categories that may require different onboarding steps

This preparation ensures the template reflects real operational needs rather than generic tasks.

Typical Workflow and Business Process Fit

Template Creation
HR defines an Employee Onboarding Template that lists all onboarding activities in the correct order.
Assignment to New Hires
When a new employee joins, the appropriate Employee Onboarding Template is applied to their onboarding process.
Task Execution
Each responsible team completes their assigned activities, such as preparing workspace, granting access, or conducting orientation sessions.
Tracking and Completion
HR and management can easily track progress and confirm when onboarding is fully completed.

This workflow ensures smooth coordination between teams and gives visibility into onboarding status.

Key Business Scenarios Where It Is Essential

The Employee Onboarding Template is especially important in: - Growing organizations with frequent hiring
- Companies with multiple departments or locations
- Roles that require regulatory or compliance-related onboarding steps
- Organizations aiming to improve employee engagement and retention
- Businesses transitioning from informal to structured HR processes

In these scenarios, a standardized onboarding approach reduces risk and enhances efficiency.

Important Considerations for Users

Templates should be reviewed regularly to reflect policy or process changes
Different roles may require different templates (for example, office staff vs. field staff)
Keep tasks clear, practical, and time-bound
Avoid overloading the onboarding process with unnecessary steps
Ensure accountability by clearly defining who is responsible for each activity

Summary

The Employee Onboarding Template in Dafater is a foundational business tool that transforms onboarding from an ad-hoc activity into a structured, reliable process. When used effectively, it supports operational efficiency, compliance, and a positive employee experience from the very first day.

Basic Information

Module: HR
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Template name for structured employee onboarding activities.
company	Company	Link		Company	Company within Dafater where this onboarding template applies.
department	Department	Link		Department	Target department for onboarding activities in Dafater.
designation	Designation	Link		Designation	Applicable job designation covered by this onboarding template.
employee_grade	Employee Grade	Link		Employee Grade	Employee grade level associated with this onboarding process.
activities	Activities	Table		Employee Boarding Activity	List of predefined onboarding activities executed through Dafater.

Child Tables

Activities (Employee Boarding Activity)

Field Name	Label	Type	Required	Options	Description
activity_name	Activity Name	Data	✓	-	Name of onboarding activity configured in Dafater.
user	User	Link		User	Specific Dafater user responsible for completing this activity.
role	Role	Link		Role	Dafater role accountable for executing this onboarding activity.
begin_on	Begin On (Days)	Int		-	Number of days after joining when activity begins.
duration	Duration (Days)	Int		-	Planned number of days to complete the activity.
task	Task	Link		Task	Linked Dafater task created or tracked for this activity.
task_weight	Task Weight	Float		-	Relative importance or contribution of this activity within onboarding.
requiredforemployee_creation	Required for Employee Creation	Check		-	Indicates whether activity completion is mandatory before employee creation.
description	Description	Text Editor		-	Detailed instructions or notes describing the onboarding activity.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Employee Onboarding	Linked from	HR
Company	Links to	Setup
Department	Links to	Setup
Designation	Links to	Setup
Employee Grade	Links to	HR

Employee Onboarding Template

Overview