Templates /
HR Employee Onboarding Form
HR Employee Onboarding Form

HR Employee Onboarding Form Template

Collect new employee details at onboarding, capture paperwork, assign setup tasks, and track completion of each step.

Use Template
Summarize with AI
Stackby loader
0 result for sss

Free Employee Onboarding Form For HR for HR Teams

Track and manage your entire new employee onboarding process in a single place with this employee onboarding form template. For a broader HR workflow, see how Stackby can help teams automate HR workflows with AI , including onboarding tasks, employee data, and follow-ups. 

What is an Employee Onboarding Forms Form ?

An Employee Onboarding Form is a structured document used during the onboarding process to collect essential information from new hires. It ensures a smooth transition into the organisation by gathering details related to personal information, employment history, and necessary documentation. A structured onboarding workflow can also help HR teams keep e mployee information and onboarding tasks organized in one place. 

Formal vs Informal Onboarding Forms

  • Formal Onboarding Forms are standardised documents used across all new hires, ensuring consistency in information collection.
  • Informal Onboarding Forms may include additional, more personalised questions to cater to specific roles or individual needs.

Onboarding Best Practices

  1. Beginning before the starting day : Send welcome materials, including an agenda, company policies, and required forms, before the employee's start date. HR teams can also use a centralized onboarding checklist to keep pre-joining tasks, documentation, and first-day activities organized. 
  2. HR Process : Efficiently handle paperwork and administrative processes to avoid delays in the onboarding process. Automating repetitive HR tasks can further reduce manual fol low-ups and keep onboarding updates moving between team members. 
  3. Get to know the office : Facilitate introductions to team members and provide a tour of the office space.
  4. Tools and equipment : Ensure that the new employee has access to necessary tools, equipment, and technology. Teams managing equipment alongside onboarding can also use the Office Inventory template to organize workplace assets. 
  5. Build the contacts : Encourage networking by introducing the new hire to key individuals and teams. An Employee Directory template can help keep employee information organized and accessible across the organization. 
  6. Evaluation : Regularly assess the onboarding process to identify areas for improvement and ensure its effectiveness. Employee feedback can be tracked alongside onboarding activities using an Employee Feedback Tracker . 



Template Features:

Title:Customisable Fields & Views
Desc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.

Title:Applicant Pipeline Tracking
Desc:Track every candidate through stages (Applied ? Screened ? Interviewed ? Offered ? Hired) in a single linked-record system so nothing falls through the cracks.

Title:Automated Status Notifications
Desc:Trigger email or Slack alerts when a candidate moves to the next stage, reducing manual follow-up and keeping hiring managers updated in real time.

Title:Role–Candidate Linking
Desc:Link open positions to candidate profiles and interview notes via relational tables, giving recruiters a 360° view of every hiring pipeline. 

Title:HR Reporting Dashboard
Desc:Use built-in Chart and Summary apps to visualise time-to-hire, offer acceptance rates, and headcount metrics without leaving your workspace.

How to Build Employee Onboarding forms with Stackby

Start with Stackby's Employee Onboarding Form template linked above.

  • Customise fields based on the information specific to your organisation's onboarding requirements. For organizations managing ongoing employee development after onboarding, the Employee Development Resource template provides another useful HR workflow. 
  • Utilise conditional formatting and automation features for a more streamlined onboarding process. Stackby Automations can help trigger notifications, updates, and other actions when onboarding records change. 
  • Collaborate with team members in real-time to ensure all necessary details are captured. Different teams can also use customized views to focus on the onboarding information relevant to their responsibilities. 
  • Stackby’s online form builder can also be used to collect structured employee information directly into your workflow. 

Creating a comprehensive Employee Onboarding Form with Stackby facilitates a structured and efficient onboarding process, contributing to a positive experience for new hires and setting the stage for their success within the organisation.


Checkout more related Template :
Agency Talent Management Template
Employee Feedback tracker Template
Employee Directory Template
Employee Performance Management
Employee Feedback Form
Customer Onboarding Form 

Frequently asked questions

What is a HR Agency CRM template?
A HR Agency CRM template in Stackby is a pre-built, fully customisable database that helps HR teams, talent acquisition specialists, and recruiting agencies organise and track all relevant data in one place. It combines structured tables, multiple views (Grid, Kanban, Calendar), and automation capabilities so your team can get started immediately without building from scratch.
Is the HR Agency CRM template free to use?
Yes — the HR Agency CRM template is completely free on Stackby. Simply sign up for a free Stackby account, copy the template to your workspace, and start customising it to fit your workflow. Premium Stackby plans unlock additional features like advanced automations, API connectors, and higher record limits.
How do I get started with the HR Agency CRM template?
Click the 'Use Template' button on the HR Agency CRM template page, log in or sign up for a free Stackby account, and the template will be copied directly into your workspace. You can then rename columns, add your data, invite team members, and configure views or automations to match your process.
Who should use the HR Agency CRM template?
The HR Agency CRM template is ideal for HR teams, talent acquisition specialists, and recruiting agencies. Whether you're a small team looking for a lightweight solution or a larger organisation that needs a scalable, collaborative database, this template provides a solid starting point that can grow with your needs.
Can I customise the HR Agency CRM template?
Absolutely. Every aspect of the HR Agency CRM template is fully customisable in Stackby — you can add or remove columns, change field types, create new linked tables, build filtered views, set up conditional colour coding, and configure automations. No coding knowledge is required to make any of these changes.

Other Related Templates