Employee Onboarding Tracker -Basic-
Stop improvising onboarding every time you hire someone new.When onboarding lives in emails, sticky notes, and memory, things slip. Equipment gets delayed. Training gets missed. New hires spend their first week “waiting to start” instead of actually starting.This Employee Onboarding Dashboard brings the entire 0–90 day journey into one structured, visible system.You plan it once. It tracks itself from there.What this tracker doesThis workbook helps you manage a single employee’s onboarding from pre-day one through their first 90 days, without losing sight of tasks, owners, or timing.Everything flows from one place:what needs to be donewho owns itwhen it’s dueand what’s completeThe dashboard updates automatically as you go.How to use itStart on the Onboarding Plan tab.Enter the New Hire Details (name, role, department, manager, start date)Review the sample task list and adjust it to match your onboarding processAssign owners and due dates to each taskUpdate status as work progressesWatch the Dashboard reflect completion, gaps, and urgency in real timeUse the Printable Summary for quick sharing or check-insNo complex setup. No configuration layer. Just structured execution.Status systemKeep it simple and consistent:Not Started — nothing has been initiated yetIn Progress — work has started but is not completeComplete — task is finished and counted toward progressN/A — not applicable for this hire (excluded from totals)Smart visibility (built in)The tracker quietly does the heavy lifting in the background:Overdue tasks are flagged automaticallyDue-soon items highlight upcoming pressure pointsProgress percentage updates as you mark completionColour indicators help you scan risk instantlyGreen means done. Amber means coming up. Red means attention needed.What you can safely editEdit the teal input cells:task namesownersdue datesstatusesnotesnew hire detailsLeave calculated fields and dashboard areas untouched — those drive the automation.Clearing sample dataTo reset for a new hire:Delete the sample task rows (from row 11 downward) in the task tableDo not delete header rows or formula columns (especially Flag fields)Update the New Hire Details section with the new employee informationSample dates are intentionally linked to the sample start date so the demo shows realistic timing shifts. Replace them with real onboarding dates when you begin.CompatibilityMicrosoft Excel (.xlsx) and Google SheetsFormula-based only — no macros, no add-ins, no external tools requiredAt a glance• Full 0–90 day onboarding tracking system• Auto-updating dashboard with progress + risk flags• Structured task ownership and accountability• Printable one-page summary for managers• Sample workflow included for instant setup• Works in Excel and Google Sheets
Get it → halixhr.gumroad.com