New Hire Onboarding Checklist
This new hire onboarding checklist helps HR teams and managers ensure nothing falls through the cracks during employee orientation. The checklist covers pre-arrival preparation, first day essentials, equipment and access setup, required training, team introductions, and 30-day milestones. Track completion status for each item, capture feedback from the new hire, and identify any onboarding issues early. Perfect for HR departments, hiring managers, and organizations looking to standardize their onboarding process.
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export function onboardingChecklist(form: FormTs) {
// New Hire Onboarding Checklist Form - Employee orientation tracking
// Demonstrates: CheckboxList, MatrixQuestion, StarRating, EmojiRating, RatingScale, ThumbRating, Slider, conditional visibility, computed progress
// ============================================
// STATE FOR PROGRESS TRACKING
// ============================================
const completedTasks = form.state(0);
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'New Hire Onboarding Checklist',
computedValue: () => 'Track and complete onboarding tasks for new employees',
customStyles: {
backgroundColor: '#7c3aed',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: New Hire Information
// ============================================
const employeeSection = form.addSubform('employee', {
title: 'New Hire Information',
customStyles: { padding: '16px', borderRadius: '8px', border: '1px solid #e2e8f0' }
});
employeeSection.addRow(row => {
row.addTextbox('employeeName', {
label: 'Employee Name',
placeholder: 'Full name',
isRequired: true
}, '1fr');
row.addTextbox('employeeId', {
label: 'Employee ID',
placeholder: 'e.g., EMP-2024-001'
}, '1fr');
});
employeeSection.addRow(row => {
row.addTextbox('jobTitle', {
label: 'Job Title',
placeholder: 'Position title',
isRequired: true
}, '1fr');
row.addTextbox('department', {
label: 'Department',
placeholder: 'e.g., Engineering, Sales'
}, '1fr');
});
employeeSection.addRow(row => {
row.addDatepicker('startDate', {
label: 'Start Date',
isRequired: true
}, '1fr');
row.addDropdown('employmentType', {
label: 'Employment Type',
options: [
{ id: 'full-time', name: 'Full-time' },
{ id: 'part-time', name: 'Part-time' },
{ id: 'contractor', name: 'Contractor' },
{ id: 'intern', name: 'Intern' },
{ id: 'temporary', name: 'Temporary' }
],
placeholder: 'Select type'
}, '1fr');
});
employeeSection.addRow(row => {
row.addTextbox('managerName', {
label: 'Manager/Supervisor',
placeholder: 'Reporting manager name',
isRequired: true
}, '1fr');
row.addDropdown('workLocation', {
label: 'Work Location',
options: [
{ id: 'office', name: 'On-site/Office' },
{ id: 'remote', name: 'Fully Remote' },
{ id: 'hybrid', name: 'Hybrid' }
],
placeholder: 'Select location'
}, '1fr');
});
// ============================================
// SECTION 2: Pre-Arrival Tasks
// ============================================
const preArrival = form.addSubform('preArrival', {
title: 'Pre-Arrival Tasks (Before Day 1)',
isVisible: () => employeeSection.textbox('employeeName')?.value() !== null && employeeSection.textbox('employeeName')?.value() !== '',
customStyles: () => {
const tasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
if (tasks.length >= 5) return { backgroundColor: '#dcfce7', padding: '16px', borderRadius: '8px' };
if (tasks.length > 0) return { backgroundColor: '#fef9c3', padding: '16px', borderRadius: '8px' };
return { padding: '16px', borderRadius: '8px', border: '1px dashed #cbd5e1' };
}
});
preArrival.addRow(row => {
row.addCheckboxList('preArrivalTasks', {
label: 'Complete the following before the employee arrives:',
options: [
{ id: 'offer-signed', name: 'Offer letter signed and returned' },
{ id: 'background', name: 'Background check completed' },
{ id: 'workspace', name: 'Workspace/desk prepared' },
{ id: 'equipment', name: 'Computer/equipment ordered' },
{ id: 'email', name: 'Email account created' },
{ id: 'welcome', name: 'Welcome email sent with Day 1 info' },
{ id: 'buddy', name: 'Onboarding buddy assigned' },
{ id: 'calendar', name: 'First week meetings scheduled' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 3: First Day Essentials
// ============================================
const firstDay = form.addSubform('firstDay', {
title: 'First Day Essentials',
isVisible: () => {
const tasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
return tasks.length > 0;
}
});
firstDay.addRow(row => {
row.addMatrixQuestion('firstDayTasks', {
label: 'First day tasks completion:',
rows: [
{ id: 'welcome', label: 'Welcome meeting with manager', isRequired: true },
{ id: 'tour', label: 'Office/facility tour', isRequired: false },
{ id: 'introductions', label: 'Team introductions', isRequired: true },
{ id: 'workstation', label: 'Workstation setup verified', isRequired: true },
{ id: 'security', label: 'Security badge/access issued', isRequired: false },
{ id: 'parking', label: 'Parking arranged', isRequired: false },
{ id: 'lunch', label: 'Lunch buddy/team lunch', isRequired: false }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'pending', label: 'Pending' },
{ id: 'done', label: 'Done' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 4: Equipment & Access
// ============================================
const equipment = form.addSubform('equipment', {
title: 'Equipment & System Access',
isVisible: () => {
const tasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
return tasks.length > 0;
}
});
equipment.addRow(row => {
row.addMatrixQuestion('equipmentSetup', {
label: 'Equipment and access setup:',
rows: [
{ id: 'laptop', label: 'Laptop/Computer', isRequired: true },
{ id: 'monitor', label: 'Monitor(s)', isRequired: false },
{ id: 'phone', label: 'Phone/Headset', isRequired: false },
{ id: 'email-access', label: 'Email access working', isRequired: true },
{ id: 'vpn', label: 'VPN access (if remote)', isRequired: false },
{ id: 'software', label: 'Required software installed', isRequired: true },
{ id: 'intranet', label: 'Intranet/SharePoint access', isRequired: false },
{ id: 'tools', label: 'Role-specific tools access', isRequired: true }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'pending', label: 'Pending' },
{ id: 'issue', label: 'Issue' },
{ id: 'done', label: 'Done' }
],
striped: true,
fullWidth: true
});
});
equipment.addRow(row => {
row.addTextarea('equipmentNotes', {
label: 'Equipment issues or notes',
placeholder: 'Note any issues, missing items, or special requests...',
rows: 2,
autoExpand: true
});
});
// ============================================
// SECTION 5: Training & Compliance
// ============================================
const training = form.addSubform('training', {
title: 'Required Training (First 30 Days)',
isVisible: () => {
const tasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
return tasks.length > 0;
}
});
training.addRow(row => {
row.addCheckboxList('trainingCompleted', {
label: 'Mark completed trainings:',
options: [
{ id: 'orientation', name: 'Company orientation' },
{ id: 'security', name: 'Security awareness training' },
{ id: 'harassment', name: 'Anti-harassment training' },
{ id: 'safety', name: 'Safety training (if applicable)' },
{ id: 'compliance', name: 'Compliance training' },
{ id: 'systems', name: 'Systems/tools training' },
{ id: 'role', name: 'Role-specific training' },
{ id: 'policies', name: 'Policy acknowledgments signed' }
],
orientation: 'vertical'
});
});
training.addRow(row => {
row.addSlider('trainingProgress', {
label: 'Overall training completion progress',
min: 0,
max: 100,
step: 10,
defaultValue: 0,
unit: '%',
showValue: true
});
});
// ============================================
// SECTION 6: Key Milestones (First 30 Days)
// ============================================
const milestones = form.addSubform('milestones', {
title: '30-Day Milestones',
isVisible: () => {
const tasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
return tasks.length > 0;
}
});
milestones.addRow(row => {
row.addMatrixQuestion('milestonesMatrix', {
label: 'Key milestones during first 30 days:',
rows: [
{ id: 'week1-checkin', label: 'Week 1 check-in with manager', isRequired: true },
{ id: 'team-meeting', label: 'Attended team meeting', isRequired: true },
{ id: 'goals-set', label: '30-60-90 day goals set', isRequired: true },
{ id: 'mentor', label: 'Met with mentor/buddy regularly', isRequired: false },
{ id: 'stakeholders', label: 'Key stakeholder meetings', isRequired: false },
{ id: 'first-task', label: 'First task/project assigned', isRequired: true },
{ id: 'feedback', label: 'Initial feedback received', isRequired: false },
{ id: '30day-review', label: '30-day review scheduled', isRequired: true }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'pending', label: 'Pending' },
{ id: 'done', label: 'Done' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 7: New Hire Feedback
// ============================================
const feedback = form.addSubform('feedback', {
title: 'New Hire Feedback',
isVisible: () => {
const trainingItems = training.checkboxList('trainingCompleted')?.value() || [];
return trainingItems.length > 0;
},
customStyles: { backgroundColor: '#f8fafc', padding: '16px', borderRadius: '8px' }
});
feedback.addRow(row => {
row.addEmojiRating('onboardingExperience', {
label: 'How is the new hire feeling about their onboarding experience?',
preset: 'satisfaction',
size: 'lg',
showLabels: true,
alignment: 'center'
});
});
feedback.addRow(row => {
row.addStarRating('supportRating', {
label: 'Manager/team support during onboarding',
maxStars: 5,
size: 'lg',
alignment: 'center',
showConfettiOnMax: true
});
});
feedback.addRow(row => {
row.addRatingScale('preparedness', {
preset: 'likert-5',
label: 'I feel prepared to do my job effectively',
lowLabel: 'Strongly Disagree',
highLabel: 'Strongly Agree',
alignment: 'center'
});
});
feedback.addRow(row => {
row.addThumbRating('wouldRecommend', {
label: 'Would recommend this company to a friend?',
showLabels: true,
upLabel: 'Yes',
downLabel: 'No',
alignment: 'center',
size: 'lg'
});
});
feedback.addSpacer();
feedback.addRow(row => {
row.addTextarea('feedbackComments', {
label: 'Additional feedback or suggestions for improving onboarding',
placeholder: 'What went well? What could be improved?',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 8: Summary
// ============================================
const summary = form.addSubform('summary', {
title: 'Onboarding Summary',
isVisible: () => feedback.emojiRating('onboardingExperience')?.value() !== null
});
summary.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const name = employeeSection.textbox('employeeName')?.value();
const title = employeeSection.textbox('jobTitle')?.value();
const startDate = employeeSection.datepicker('startDate')?.value();
const manager = employeeSection.textbox('managerName')?.value();
const preArrivalTasks = preArrival.checkboxList('preArrivalTasks')?.value() || [];
const trainingItems = training.checkboxList('trainingCompleted')?.value() || [];
const trainingPct = training.slider('trainingProgress')?.value() || 0;
const experience = feedback.emojiRating('onboardingExperience')?.value();
const support = feedback.starRating('supportRating')?.value();
const recommend = feedback.thumbRating('wouldRecommend')?.value();
const experienceLabels: Record<string, string> = {
'very-bad': 'Very Unhappy',
'bad': 'Unhappy',
'neutral': 'Neutral',
'good': 'Happy',
'excellent': 'Very Happy'
};
let report = `ONBOARDING CHECKLIST REPORT\n`;
report += `${'═'.repeat(30)}\n\n`;
if (name) report += `Employee: ${name}\n`;
if (title) report += `Position: ${title}\n`;
if (startDate) report += `Start Date: ${startDate}\n`;
if (manager) report += `Manager: ${manager}\n`;
report += `\nPROGRESS:\n`;
report += `Pre-arrival tasks: ${preArrivalTasks.length}/8\n`;
report += `Trainings completed: ${trainingItems.length}/8\n`;
report += `Training progress: ${trainingPct}%\n`;
if (experience || support) {
report += `\nFEEDBACK:\n`;
if (experience) report += `Experience: ${experienceLabels[experience] || experience}\n`;
if (support) report += `Support: ${'★'.repeat(support)}${'☆'.repeat(5 - support)}\n`;
if (recommend) report += `Would recommend: ${recommend === 'up' ? 'Yes' : 'No'}\n`;
}
// Overall status
const overallProgress = Math.round((preArrivalTasks.length / 8 + trainingItems.length / 8 + trainingPct / 100) / 3 * 100);
report += `\nOVERALL: ${overallProgress}% complete`;
return report;
},
customStyles: () => {
const experience = feedback.emojiRating('onboardingExperience')?.value();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '13px'
};
if (experience === 'excellent' || experience === 'good') {
return { ...baseStyles, backgroundColor: '#dcfce7', borderLeft: '4px solid #22c55e' };
} else if (experience === 'neutral') {
return { ...baseStyles, backgroundColor: '#fef9c3', borderLeft: '4px solid #eab308' };
} else if (experience === 'bad' || experience === 'very-bad') {
return { ...baseStyles, backgroundColor: '#fecaca', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#f8fafc', borderLeft: '4px solid #7c3aed' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Complete Onboarding Checklist',
isVisible: () => feedback.emojiRating('onboardingExperience')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Onboarding Checklist Completed!',
message: () => {
const experience = feedback.emojiRating('onboardingExperience')?.value();
if (experience === 'excellent' || experience === 'good') {
return 'Great job! The onboarding has been completed successfully. The new hire is off to a great start. Continue to check in regularly during their first 90 days.';
}
if (experience === 'bad' || experience === 'very-bad') {
return 'The onboarding checklist has been submitted. The new hire has expressed concerns about their experience. Please schedule a meeting to address any issues promptly.';
}
return 'The onboarding checklist has been completed and saved to the employee record. Continue to support the new hire through their first 90 days.';
}
});
}
Frequently Asked Questions
When should onboarding begin?
Effective onboarding starts before the employee's first day. Pre-boarding tasks like setting up equipment, creating accounts, and preparing the workspace should be completed at least 2-3 days before arrival to ensure a smooth first day.
Who is responsible for completing the checklist?
Typically, HR initiates the checklist and completes administrative items. The hiring manager handles team introductions and role-specific training. IT handles equipment and access. The new hire confirms receipt and completes certain self-service tasks.
How long should onboarding last?
While this checklist covers the first 30 days, effective onboarding extends 90 days or more. The first 30 days focus on essentials and orientation; days 30-90 deepen role knowledge and integration into the team culture.
What if some checklist items don't apply?
Mark items as N/A if they don't apply to the specific role or employee type. For example, remote employees may not need physical workspace setup. The checklist is designed to be adaptable to different onboarding scenarios.
How do we measure onboarding success?
Track checklist completion rates, time to productivity, new hire satisfaction scores, and 90-day retention. This form includes a satisfaction rating and feedback section to capture the new hire's experience directly.