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Revamping Your Employee Onboarding Process: Valuable Templates and Insights

Revamping Your Employee Onboarding Process: Valuable Templates and Insights


The onboarding process plays a crucial role in setting the stage for new employees' success and integration into an organization. In a recent discussion, professionals shared their insights and recommendations on revamping the onboarding process. From recommended templates and toolkits to practical suggestions for IT setup and security-related items, this blog post provides valuable resources and insights to help organizations enhance their employee onboarding experience.

Discovering Effective Onboarding Templates: Helen Weston initiated the conversation by seeking an "onboarding new employees" template to revamp their onboarding process. Several professionals offered their recommendations:

  1. The Management Center's Template and Toolkit: Ethan Senack suggested exploring The Management Center's template and toolkit, specifically designed for smaller organizations and non-governmental organizations (NGOs). This resource provides a structured approach to onboarding and offers valuable guidance to optimize the process.
  2. Trello Board Template: Sanjna Malpani shared a recommendation for a Trello board template based on Trello's own template. This customizable board has received positive feedback and can help organizations streamline and track the onboarding progress of new hires effectively.

Enhancing Onboarding with Practical Insights: In addition to templates, professionals shared practical insights to enhance the onboarding process:

  1. Exploring the Benefits: Sandy expressed interest in learning more about the benefits of The Management Center's toolkit and requested a chat to gather further information. This highlights the importance of understanding the unique advantages and considerations of each onboarding resource before implementation.
  2. Leveraging the tools Channel: Mention was made of the tools channel, which serves as a valuable resource hub. Exploring this channel can provide organizations with a wealth of tools and templates to support their onboarding efforts.
  3. IT Setup and Security: Marta Kutt shared insights from her company's onboarding process, emphasizing the significance of separate IT setup and security-related items for each new joiner. Taking steps to ensure a smooth and secure IT onboarding experience can contribute to a positive and productive start for new employees.

Enhancing the Onboarding Experience: To revamp your employee onboarding process effectively, consider the following recommendations:

  1. Explore Recommended Templates: Investigate resources such as The Management Center's template and toolkit or customizable Trello board templates to structure and optimize your onboarding process.
  2. Gather Information and Seek Insights: Engage in conversations with professionals who have used recommended templates or toolkits to understand their benefits and advantages. This knowledge will help tailor the onboarding process to your organization's unique needs.
  3. Prioritize IT Setup and Security: Ensure a seamless IT onboarding experience for new employees by setting up separate IT accounts, providing necessary equipment, and prioritizing security measures to safeguard sensitive information.


Revamping the employee onboarding process is essential for organizations seeking to provide a smooth and impactful transition for new hires. By exploring recommended templates and toolkits, gathering insights from professionals, and prioritizing IT setup and security, organizations can enhance their onboarding experience and set the stage for new employees' success and productivity.