Best Onboarding Templates To Transform Your Business

Are you looking for the best onboarding templates, but struggling to find the right ones for you?

Perhaps you’re overwhelmed with all the choices available online, so a quick, comprehensive guide is all you need?

Well, we know how hard it can be to sift through tons of information.

Our customers often tell us that before discovering Process Street, they simply couldn’t decide what templates to choose.

So we’ve looked at 100 templates for various industries and withered them down to 5 per industry.

If you’re short on time, feel free to jump to the template list that’s most relevant to you:

Best onboarding templates for marketing
Best onboarding templates for sales
Best onboarding templates for healthcare
Best onboarding templates for IT
Best onboarding templates for property management

What is employee onboarding?

Employee onboarding is the process of introducing new hires into your organization.

It allows new employees to familiarize themselves with the company, its people, processes, and policies.

Employee onboarding is a crucial time for new employees and can often take as many as 3 months.

But with so much information to go through, it can quickly become a tedious process for both you and your new hires.

What are onboarding templates?

Onboarding templates are preset steps that allow for the successful onboarding of a new hire.

Onboarding templates allow you to streamline the onboarding process. They make it quicker, easier, and more standardized.

They provide a clear structure for new hires to follow and can be tweaked according to the needs of your business.

1. Best onboarding templates for marketing

The marketing department is often one of the busiest in a company.

New hires must be prepared to hit the ground running, so the onboarding process shouldn’t take longer than necessary.

Below you’ll find the 5 best onboarding templates that will save you those pivotal hours:

2. Best onboarding templates for sales

Sales are at the forefront of your business but it can take months to onboard new hires successfully.

Salespeople should be immediately provided with all the tools they need to start getting results. And all of that should be given during the onboarding process.

To get your onboarding going and make it successful, here are 5 of the best templates available right now:

3. Best onboarding templates for finance

Finance teams can benefit from a more thorough onboarding as there’s a lot of information for the new hire to grasp.

Fully customizable templates are therefore best, as each new employee may have different levels of knowledge and prior training.

Here are 5 onboarding templates that will make the onboarding process a breeze:

4. Best onboarding templates for healthcare

Similar to finance, healthcare requires incredibly detailed employee onboarding.

The best templates for this purpose are comprehensive yet efficient.

Healthcare providers rely on speed as well as accuracy, so their onboarding templates should also be easily customizable.

Here are our top onboarding templates for healthcare:

5. Best onboarding templates for IT

IT professionals should be onboarded fairly quickly, although the more thorough the process is the better.

There’s much to learn in the IT department, so fully customizable templates are always the best ones to look for.

Take a look at our picks for best onboarding templates for IT:

6. Best onboarding templates for property management

Property management employee onboarding checklists allow you to ensure the onboarding process goes smoothly and efficiently.

You should make sure all the licenses and personal information are input correctly, so a customizable template would work best.

Here are our top 5 templates for property management:

What makes a good onboarding template?

In our opinion, the best onboarding templates are those that are fully customizable, easy to use, and very thorough. Onboarding templates that possess those qualities are sure to streamline and speed up your onboarding considerably.

When it comes to process design, consider software that does not require much – if any – coding.

And if you want a basic template, understand that they often require a lot of manual data entry, which will make the onboarding process less efficient.

For most businesses, integrations are a must. This is because you want all your information flow seamlessly between different tools. Software that does not offer this option will soon prove to be difficult to manage.

Automations, too, are important. They remove the need for tedious manual tasks, thus saving loads of time. So look for templates that offer this option.

Any high-quality template that includes all the features you need will rely on some sort of software. It’s important to choose software that will let you design and utilize your templates with no extra hassle.