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Employee onboarding form template

Collect what a new hire needs before day one: contact details, start date, kit, emergency contact and a signed handbook, with separate remote and office questions.

18 questionsAbout 5 min3 branchesRead the template guide
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Free to customize. No code needed.

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A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Short text
  • Email
  • Phone
  • Date
  • Single select
  • Dropdown
  • Address
  • Multi select
  • Long text
  • Signature

The conversation

What a respondent is asked, in order.

Welcome aboard! A few details so everything's ready on your first day.

1

What's your full legal name?

Short textrequired
2

What name and pronouns should we use in the team directory?

Short textoptional
3

A personal email we can reach you on before you start

Emailrequired
4

Your mobile number?

Phonerequired
5

Please confirm your start date.

Daterequired
6

Where will you be working from?

Single selectrequiredsplits the flow
7

Which office?

Dropdownrequiredif work location is The office
8

How will you get in?

Single selectoptionalif work location is The office
9

Which office will you use on office days?

Dropdownrequiredif work location is A bit of both
10

Where should we ship your kit?

Addressrequiredif work location is Remote
11

What do you already have at home?

Multi selectoptionalsometimes asked
12

Which laptop would you like?

Single selectrequired
13

T-shirt size, for the welcome pack?

Single selectoptional
14

Any dietary needs for team lunches?

Short textoptional
15

Who should we contact in an emergency, and how are they related to you?

Short textrequired
16

Their phone number?

Phonerequired
17

Is there anything we should set up so work works well for you?

Long textoptional
18

Sign to confirm you've read the employee handbook.

Signaturerequired

Ends with

All set 馃帄

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your employee onboarding form

  • Which details does payroll or your HR system need before the first day, and which can wait?
  • What kit do you send remote starters, and how long does shipping take?
  • Which offices or sites should appear in the list?
  • Who needs to see the accessibility answer, and who shouldn't?

How to use the responses

Work back from the start date. Order and ship kit to remote and hybrid starters first, since that takes longest, then pass the laptop choice to IT and the office and commute answers to facilities. Put the emergency contact into your HR records, and have the manager read the accessibility answer before day one so any adjustments are ready rather than promised.

How to customize and share this template

  1. 1Replace the office names with your own sites, in both office questions.
  2. 2Edit the laptop and home setup options to match the kit you actually provide.
  3. 3Send the link with the offer acceptance email, and export responses to CSV for IT and facilities.

Frequently asked questions

What should an employee onboarding form include?

Legal name, contact details, start date, work location, equipment needs, an emergency contact and a signed acknowledgement of key policies.

When should new hires fill in the onboarding form?

As soon as they accept the offer. That gives IT time to prepare a laptop and gives remote starters time to receive their kit.

Should bank or tax details go in this form?

Usually not. Collect those through your payroll system, which is built to handle them, and keep this form to setup and contact details.

Can remote and office employees use the same onboarding form?

Yes. This one asks where they will work and shows remote, office and hybrid starters only the questions that apply to them.

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