Onboarding tracker
Plan the first week and later check-ins with task owners, editable timing, calculated target dates, and a completion summary.
Start here: Enter the start date, then assign an owner to each task before setting deadlines.
FREE, EDITABLE HR RESOURCES
A clearer next step.
A template you can use.
Seven Excel and Word downloads for the everyday work around hiring, employee records, and manager follow-up. Choose a starting point, read the guide, and adapt it to your team.
No signup required. Includes fictional examples and practical instructions.
A new hire is starting
New-hire paperwork checklist
Organize packet preparation, review, status, and secure record references in one editable checklist.
Start here: Confirm which documents your process requires. Record their status here; keep sensitive originals in approved storage.
Records need attention
Employee-file organization checklist
Work through inventory, classification, access review, cleanup, and handoff with owners and next actions.
Start here: Choose one record set to inventory, then resolve unclear ownership before moving files.
A manager needs a clearer record
Performance documentation log
Write specific observations, expectations, employee responses, support, and follow-up in an editable form with a fictional example.
Start here: Record an observable event and the relevant expectation. Agree on the next action and a follow-up date.
Performance evaluation template
Prepare a review and development conversation with accomplishments, feedback, goals, and a fictional worked example.
Start here: Confirm the review period and expectations before collecting examples and discussing goals.
New-supervisor checklist
Organize a manager's preparation and 30/60/90-day follow-up with editable owners, timing, status, and target dates.
Start here: Set the supervisor's start date and clarify decision responsibilities with their manager.
Training needs an owner
Employee training matrix
Map people or roles to training topics, assignment owners, due dates, completion status, and evidence references.
Start here: Confirm the required training for each role with the responsible owner, then enter dates and evidence references.
MAKE IT YOURS
Use the file.
Own the process.
Save a working copy, replace the fictional examples, and review the tasks with the people responsible for them. Each spreadsheet or document is editable; the sample tasks and dates are starting points.
These are general planning tools. Confirm the requirements for your organization and location with the appropriate owner or adviser. A completed checklist does not establish legal compliance, training qualification, or an employee decision.
Need an exit checklist? Use the offboarding guide to coordinate the final handoffs.
SEE HOW THE WORK CONNECTS
From a useful checklist
to a shared workflow.
Explore the fictional employee journey in the OdyHR demo, or tell us about your team to discuss product fit and pricing.