Employee Onboarding
HR
Collect day-one details in two steps: identity and emergency contact, then kit, size, and start-date needs.
Day-one chaos is usually a missing shirt size, emergency contact, or laptop preference. This multi-step onboarding form collects identity, then the kit people ops has to order.
Who it is for
People ops and office managers at companies that are not ready for a full HRIS onboarding module.
When to use it
Send it after the offer is signed. Contractor Intake is for non-employees. Equipment Request is a later replacement. Policy Acknowledgment is the handbook signature.
What this form collects
New-hire identity, personal email, start date, emergency contact, size, kit checkboxes, and optional access notes. A page break splits identity from kit.
- Offer-accepted packet
- First-week checklist kickoff
- Remote hire kit order
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Employee Onboarding
Frequently asked questions
Does this create accounts in Okta or Google?
No. It is the briefing IT uses. Provisioning still happens in the tools you already run.
Can I collect a voided check or I-9 here?
Add a file field if your counsel is comfortable with that inbox. Many teams keep tax documents in the payroll product instead.
Should contractors fill this out?
Send Contractor Intake. Mixing employees and contractors on one onboarding form blurs the attestation you need later.
Related templates
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Contractor Intake
Onboard an independent contractor in two steps: engagement details, then tax documents and a signed acknowledgment.
Equipment Request
Ask IT for a device or accessory with item type, urgency, and why the current kit is not enough.
Policy Acknowledgment
Record that someone read a named policy version and signed that they understand the obligations.
Benefits Question
Route benefits questions with plan area, coverage year, and enough context for the broker or HR inbox.
Job Application
Streamlined job application with resume upload and experience details.
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