Employee Onboarding Checklist Kit | New Hire Forms, Task Tracker and Timesheet | Word, PDF, Excel + Google Sheets

Your new employee starts Monday. What needs to be ready? Organize paperwork collection, program access, payroll setup, equipment, and first-week training, with clear tasks and owners for the manager and reference pages for the new hire.

Your digital download includes a 14-page editable Word document, matching 14-page fillable and printable PDFs, a 2-sheet Excel manager tracker for 50 employees and 200 tasks, a weekly employee timesheet in Excel and printable PDF, and Start Here instructions in one ZIP file. Google Sheets versions of both spreadsheets are included through a separate access PDF.

Twenty starter tasks are included to assign or adapt. Compatible document software, spreadsheet software, and a form-capable PDF reader are needed; software is not included.

WHAT YOU RECEIVE

One ZIP plus a separate Google Sheets access PDF. The ZIP contains:

• 14-page editable Word document
• Matching 14-page fillable PDF
• Matching 14-page printable PDF
• Excel manager tracker with Employees and Tasks sheets
• Weekly employee timesheet in Excel and printable PDF
• Start Here instructions

WHAT'S INSIDE

• Employee contact, role, and emergency contact information
• Before-start checklist and first-day plan
• Document collection checklist for required employer forms and setup steps
• Program and account access list with usernames and secure password-manager or invitation references
• Equipment and company card record
• Payroll website, account setup, pay stub instructions, and direct deposit setup checklist
• 401(k), benefits, and retirement plan references
• Vacation or PTO policy and handbook references
• Training plan and task sign-offs
• Thirty-day check-in questions and next steps
• Welcome and first-week follow-up email templates
• Open-item and onboarding handoff log

EXCEL + GOOGLE SHEETS MANAGER TRACKER

Organize up to 50 employees and 200 onboarding tasks. Record owners, due dates, task status, and completion dates. View assigned, closed, open, and overdue task counts plus employee progress. Twenty starter tasks are included for you to assign or adapt.

HOW TO USE IT

Customize the Word document with your company's contacts, programs, and policies. Type into the fillable PDF or print the blank pages. Use the Excel or Google Sheets workbook to assign and follow up on onboarding tasks. For Google Sheets, open the separate access PDF, click each file button, sign in to Google, and select Make a copy.

The weekly timesheet handles one shift per day, including overnight shifts, and subtracts unpaid breaks entered in whole minutes. Save a separate timesheet for each employee and week. It totals hours only; it does not calculate pay or overtime. Duplicate the forms for each employee and share the employee reference pages they need.

SOFTWARE

Microsoft Word or compatible software is needed to edit the DOCX file. Use Microsoft Excel for the .xlsx files or a free Google account for the Google Sheets versions. Adobe Acrobat Reader is recommended for completing and saving the fillable PDF. Software is not included. Forms are US Letter size.

PLEASE NOTE

This is a digital download; no physical item will be shipped. Photos show styled mockups.

This kit organizes your process. Supply your own approved policies, official forms, benefit plan documents, and applicable requirements. It does not replace an employee handbook, employment agreement, tax form, or identity verification form.

Record collection status and secure document locations here. Keep actual banking, tax, identity documents, and passwords in your approved secure systems. Record only the last four digits of a company card.

For internal use in your business. You may customize and duplicate the pages for your employees. Do not resell, share, or redistribute the blank templates.

Created with AI assistance and refined around practical small-business onboarding needs.