University of Kwazulu-Natal

Employee Orientation Checklist Template For Excel Download

Bonisiwe Shabane
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employee orientation checklist template for excel download

Orientation also known as induction is the process that introduces inexperienced and new employees to the organization. Giving training and additional assistance during the start period of employment is very important irrespective of the age of the employee. This is because they are not familiar with the organization and its norms. During this time, each of the workers generates the skills, knowledge, and abilities required to work healthily and more safely. Employee orientation is one of the significant parts of the onboarding process. It involves introducing the employee to the company, its policies, atmosphere, etc.

Orientation is a very important step as it helps in making the employee familiar with the organization. This is the reason behind the maintenance of an employee orientation checklist by the companies. The training shall always be given to the employees when they have recently transferred to the job or to the work areas they are not familiar with. This is where the employee orientation checklist is of so much importance. An employee orientation checklist is a list of requirements of the company and the information they want to transfer to the new employees as well as all the activities that are to be carried... An employee orientation checklist provides you with a detailed chart that tells the areas to be covered, the description, and whether the orientation has been completed or not.

This helps you in the management of the orientation in the best way possible. By Becky Simon | January 4, 2017 (updated April 28, 2025) We’ve gathered the most useful employee onboarding checklists and templates in Excel, Microsoft Word, PowerPoint, Adobe PDF, and Google Docs, Slides, and Sheets formats. Included in this article, you’ll find the following: Download a Sample New Hire Onboarding Checklist Template for Excel | Microsoft Word | Google SheetsDownload a Blank New Hire Onboarding Checklist Template for Excel | Microsoft Word | Google Sheets When to Use This Template: Use this checklist template to help standardize the onboarding process and reduce errors.

You can use this template across departments to align HR and hiring managers, as well as improve the new hire experience. This New Employee Orientation Checklist is downloadable in Excel format. Use this form to help your new hires adjust to your company’s work environment. This new staff onboarding checklist can help your new hires adjust to your company’s work environment. You only need to enter your company’s checklist items, along with its corresponding details/instructions based on your company policies. This new employee orientation checklist includes sections for employee name, employee position, department, date hired, checklist items, instructions/details for each listed item, and a column indicating if item has been explained to the new...

The lowermost part of the template features a section for the date and the employee’s and supervisor’s signatures. Listed items should be properly explained to the new employees/new hires before they can attach their signatures, along with the supervisor’s, in this form. This template is a helpful tool for those who are looking for a blank new hire checklist. This template is also devoid of color, so it’s the perfect printable version. You can edit, print, or download this free new employee orientation checklist template in Excel format. The new employee onboarding checklist template in excel is the recommended version for those who want to edit the template prior to printing.

For each completed task, you can simply mark the check box provided. The Excel format of this template features a dropdown option, so the user can put a check mark for each explained item. When a new employee is hired to a company, there are many factors that have to be looked at and managed. The employee’s information needs to be properly recorded, their schedule needs to be created, they must be introduced to other employees, and a training program may be necessary. It is vital to keep track of all this information, especially if multiple people are being hired at the same time. It may be a good idea to use the new employee orientation checklist Excel template to help with this.

The new employee orientation checklist Excel template is a customizable document that allows you to look at the various items that must be completed before a new employee is ready to start working. The new employee orientation checklist Excel template may be downloaded here. The spreadsheet is available for free, and can be edited as you wish. There are several items already on the checklist, such as department function, goals, schedule of hours, supplies, job training, overtime policy, department safety procedures and much more. These sections can be added to, edited or deleted as you please. Simply print out various copies of the checklist, add the individual worker’s name, and begin checking off items as they are completed.

If you have different departments for your business, you may need a slightly different list for each of them. Make sure you save the original list, and save the individual lists by department name. This will give you several templates that are easy to email, send to others or print out. It is a good idea to speak to supervisors and department heads before finalizing the list. There may be certain elements to the list that they take care of, but you do not know about. By getting their input, you will ensure that the list is as thorough as possible.

Print out three copies for each employee; one for the employee, one for you and one for the employee’s supervisor. The new employee orientation checklist is so easy to use, and it saves a lot of time. Instead of creating your own template, adding lists, and trying to format everything professionally, you can simply download this file and get to work. It is the most efficient way to get the job done. This new employee orientation checklist is a must for businesses of any size. It does not matter whether you have twenty employees or 200.

This free, easy to download list is available now. This Employee Orientation checklist is a simple and easier way to provide detail of every step in a process which will allow you to keep things organised. This Employee Orientation checklist from iNet Click, can be used as a visual reminder, a way of prioritising tasks and scheduling everything that needs to be done so deadlines are not missed. A carefully planned and written Employee Orientation to do list template will help the user maintain consistency and good practices in a very easy and convenient way. It can also help you to save resources and energy. Here are some points to consider when using Employee Orientation checklist:

1. Using an Employee Orientation to do list template lets the user to get more done – Anyone who have used a checklist such as this Employee Orientation checklist before, know how good it feels... Once you have that good feeling, it is no wonder, you are most likely to keep doing it, till all the tasks are completed. Did you know that that the people who use task list templates get an endorphin rush whenever he or she cross something off of a checklist? Manage team tasks inside Microsoft Teams. Track and analyze key performance metrics.

Integrate Teamflect with over 200+ HRIS platforms. Automate and elevate performance with AI. Streamline and digitize performance management. A great first impression can shape the entire employee experience. That’s why onboarding is more than just paperwork—it’s about making new hires feel supported, informed, and confident from day one. Whether you’re hiring remotely or in-person, a structured onboarding checklist ensures a smooth, professional start.

To help HR teams, managers, and small business owners, we’ve compiled 33+ free onboarding checklist templates in Word and Excel formats. These templates are easy to customize, ready to print or share, and perfect for aligning HR, IT, and department leads around a seamless onboarding process. An onboarding checklist is a step-by-step guide used by HR or team leaders to track every task needed to prepare, welcome, and support a new employee. It typically covers the first day, first week, and first 90 days. An organized checklist helps ensure compliance, boost engagement, and reduce turnover. ✅ Save time with ready-made, editable formats✅ Standardize onboarding across roles and departments✅ Improve employee satisfaction and retention✅ Ensure legal, IT, and HR requirements are covered✅ Align stakeholders in HR, management, and IT teams

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