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Onboarding checklist

Guides a new starter’s first days – access, equipment, briefings and contacts, ticked off by both sides.

For: Businesses, practices, agencies

Fill in: by hand, typed, spoken or from your documents – the AI proposes, you review.

The fields for New starter are ready. Get it signed: soon with Signovoza.

Every copy starts empty. The template is created in your browser; we store none of your entries.

Fields · Who fills in what

Details

  • Name (required)You, before sending
  • PositionYou, before sending
  • Start date (required)You, before sending
  • Buddy / contactYou, before sending
  • DepartmentYou, before sending

Before day one

  • Workstation readyYou, before sending
  • User accounts and access set upYou, before sending
  • Equipment preparedYou, before sending
  • Team told about the startYou, before sending

First week

  • Tour and team introductionsYou, before sending
  • Equipment handed overYou, before sending
  • Health, safety and fire briefing given and recordedYou, before sending
  • Processes and contacts explainedYou, before sending
  • Goals for the first weeks discussedYou, before sending
  • Employment contract signed, written terms handed overYou, before sending
  • Personnel details complete (tax ID, social security no., health insurer, bank details)You, before sending
  • Confidentiality and data protection undertaking signedYou, before sending
  • End of probationYou, before sending
  • Probation review onYou, before sending

Confirmation

  • Briefings receivedfilled in by New starter
  • Open questions answered or notedfilled in by New starter
  • Open pointsYou, before sending

Signatures

  • Place, date – Signature companyYou, before sending
  • Signature company (required)You, before sending
  • Place, date – Signature employeefilled in by New starter
  • Signature employee (required)filled in by New starter

Does the other side need to sign? Soon with Signovoza.

Frequently asked questions

Is the “Onboarding checklist” template free?

Yes. Filling in, downloading and adapting run in your browser and cost nothing, even without an account. Without an account the PDF carries “Created with Docuvoza” at the bottom.

Is what I enter stored?

No. Every copy starts empty and is filled in in your browser; the template keeps no answers. The working copy stays in this browser for up to 7 days, or until you choose Start over. Account storage, share links and fill requests are unavailable at launch. Files for server tools are deleted after 60 minutes.

Can the other side sign?

The fields for New starter are ready. Signature requests through Signovoza are not yet available at launch; download the form and pass it on yourself.

Can I adapt the template?

Yes. “Adapt in the form editor” opens it with all fields and roles; you download the result as a PDF. Your own templates come with accounts.

Has the template been legally reviewed?

No. The templates are operational structures for day-to-day work – not legal advice and not reviewed contract wording. Adapt them to your situation where needed.

These templates are operational structures for day-to-day work – not legal advice and not reviewed contract wording. Adapt them to your situation where needed.