Template library

Onboarding & offboarding

23 onboarding and offboarding checklists by role — each a list of tasks with due day, owner and category (paperwork, equipment, training…).

23 templates in XBuddy · 8 examples shown here

Open in XBuddy: HR → Onboarding → Templates
Used in: HR

Onboarding & offboarding — HR → Onboarding → Templates

Example templates

Accounting & Finance Onboarding

13 tasks

Sample tasks

Day 0: Sign employment contract and NDA
Day 0: Set up company email and accounts
Day 0: Provide laptop and equipment
Day 1: Grant ERP / accounting system access
Day 1: Introduce to finance team
Day 2: Review chart of accounts and policies

Customer Service Onboarding

12 tasks

Sample tasks

Day 0: Sign employment contract
Day 0: Set up company email and helpdesk account
Day 0: Provide headset and workstation setup
Day 1: Introduce to CS team and team lead
Day 1: Review product/service knowledge base
Day 2: Train on CRM and ticketing system

Department Transfer

7 tasks

Sample tasks

Day 0: Complete task handover to current team
Day 3: Document knowledge and handover notes
Day 1: HR updates department assignment in system
Day 1: IT updates access: revoke old, grant new
Day 2: Introduction to new team members
Day 3: Complete orientation with new manager

Executive Onboarding

14 tasks

Sample tasks

Day 0: Sign executive employment contract and NDA
Day 0: Set up executive workspace and equipment
Day 0: Grant access to all executive systems
Day 1: Meeting with CEO / Board of Directors
Day 1: Introduce to direct reports and key stakeholders
Day 2: Company financial and strategic overview

General Employee Onboarding

13 tasks

Sample tasks

Day 0: Sign employment contract
Day 0: Set up company email account
Day 0: Provide laptop and work equipment
Day 1: Add employee to payroll system
Day 1: Grant access to required systems
Day 1: Office tour and facility briefing

Intern / Trainee Onboarding

10 tasks

Sample tasks

Day 0: Sign internship agreement
Day 0: Issue visitor/trainee badge
Day 0: Set up temporary workstation
Day 0: Create limited-access company email
Day 1: Office tour and introduction
Day 1: Introduce to supervisor and team

Manager Offboarding

12 tasks

Sample tasks

Day 0: Receive and process resignation letter
Day 0: Notify executive team and direct reports
Day 1: Identify and brief interim manager or successor
Day 2: Document team structure and ongoing projects
Day 5: Complete strategic knowledge transfer
Day 5: Transfer direct report relationships

Manager Onboarding

14 tasks

Sample tasks

Day 0: Sign employment contract and confidentiality agreement
Day 0: Provide management workstation and tools
Day 0: Grant access to management systems
Day 1: Meet with direct reports and team
Day 2: Review team structure and current projects
Day 3: Meet with cross-functional department heads

Rather not pick yourself?

Guided setup in 28 apps asks a few questions about your size, industry and way of working, then proposes matching templates and configuration. You preview every change and click apply yourself — the assistant never writes data on its own.

Other template groups

See this template group on your data

A 30-minute demo: we load the templates, adjust them to your company and run one business cycle.

Book a demo