HR teams starting onboarding from one complete new-hire request.
Onboarding Request Form Template
Start employee onboarding with role details, start date, equipment needs, access setup, workspace tasks, owners, status, and readiness tracking.
Built for HR, IT, facilities, and hiring managers coordinating the tasks that must be ready before a new hire starts.
Customize forms, views, roles, automations, and dashboards to match your workflow. Preview the live Onboarding Request Form workflow, then customize the template for your team.
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Overview
What this template helps you manage
Use this onboarding request form to collect new-hire details, assign setup tasks, and track readiness across HR, IT, facilities, and managers.
Who It's For
Teams that benefit most from this template
IT and facilities teams preparing equipment, access, workspace, and accounts before day one.
Managers tracking whether required onboarding tasks are ready for each new hire.
What's Included
Workflows and components included in this template
Main workflows
New hire onboarding intake
Capture employee details, role, department, start date, manager, location, equipment, access, and training needs.
Cross-team readiness tracking
Assign HR, IT, facilities, manager, and training tasks with due dates, blockers, and completion status.
Onboarding readiness dashboard
Monitor upcoming starts, overdue tasks, department workload, access gaps, and readiness status.
Included components
- Onboarding Request Form
- Action And Follow-up Log
- Control Register
- Onboarding Request Form Queue
- Onboarding Request Form Dashboard
- Owner Follow-up Reminder
- Escalation Notification
- Employee
- HR Reviewer
- Operations
Why Teams Use It
Why this workflow works
- Turn a new-hire request into a visible readiness workflow across several teams.
- Keep start date, role, equipment, access, workspace, and training tasks connected.
- Reduce day-one gaps by showing blocked and overdue setup work early.
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Template Preview
See how the template looks across key views
Onboarding Request Form
Start employee onboarding with role details, start date, equipment needs, access setup, workspace tasks, owners, status, and readiness tracking.
Onboarding Request Form Queue
Review open records by owner, status, due date, priority, and next action.
Onboarding Request Form Dashboard
Monitor workload, trends, status mix, overdue items, and completion progress.
How It Works
From setup to rollout
A requester submits the onboarding request form with required context, attachments, and timing.
The responsible owner reviews the record, assigns work, and updates status as the request moves forward.
Queues and dashboards show open work, overdue items, owners, categories, and completion trends.
Completed records stay searchable for reporting, audit context, and process improvement.
FAQs
Common questions about this template
How is this different from an onboarding checklist?
This form starts the onboarding process by collecting the new-hire context. A checklist can then track individual readiness tasks.
Can IT and facilities use the same record?
Yes. You can assign different owners, views, and tasks for HR, IT, facilities, managers, and training teams.
Can the onboarding fields be customized?
Yes. You can change role fields, task categories, approvals, owners, dashboards, and reminders.
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