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Employee Onboarding Free Template

Pipefy’s employee onboarding template helps you create an amazing experience for new hires, increasing retention and productivity.

Integrate new team members with your company and its culture. Get them the tools and information they need while having full visibility of your workflow.

Employee Onboarding Template: Empower your team

There are so many steps during the recruiting and onboarding processes that require tight alignment across teams. From collecting documentation, signing contracts, and preparing equipment, there are a lot of items that could fall through the cracks, especially if they are being managed across multiple channels like email or chat tools.

With this employee onboarding template, you can develop a workflow that’s completely automated, replacing these manual tasks.
Set automations to send emails, assign team members, update information, or even create a new task in other processes, like IT onboarding, for example.

Get started with Pipefy today and improve your team’s efficiency!

Try Pipefy’s employee onboarding template

Don't miss due dates

Establish the schedule and job duties each new employee will follow. Plus, set alerts to notify your team.

Automate manual tasks

Send emails, assign team members, and improve efficiency with Pipefy’s automations.

Reduce friction

Connect your Recruitment and Employee Onboarding processes to easily share documents and enhance communication.

Design great employee experiences

The best onboarding process is the one that suits your company’s needs. But it doesn’t mean you have to start from scratch. Use Pipefy’s employee onboarding template as a model, get inspired by it, then customize it as your own.

You can add new phases, create forms, welcome messages, surveys, and share them with your team. Need to prepare a document? Don’t worry! Use dynamic content to automate document creation.

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This template is flexible, so you can modify the Kanban board’s fields, formats, and other visual components. Choose mandatory information and gather all information you need in a single place.

Standardize your process input

Using tools like portals and forms, you ensure you’ll receive all required documents to kick off your process. You can receive new files and information that will integrate with your ATS to automatically start the onboarding flow.

Pipefy’s Shared Inbox allows you to increase visibility into HR’s inboxes and make email management more collaborative. By assigning email threads to specific team members, you can leverage streamlined communication with successful candidates about to be hired and onboarded. This feature also saves critical time for your HR teams, letting them focus on enriching activities during the onboarding processes.

All employee information can be stored in databases for future use in your HR operations. Collecting and centralizing data in a single place allows you to run processes with efficiency while avoiding errors.

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Employee Onboarding Dashboard: Reduce turnover and track your KPIs

Pipefy’s employee onboarding template comes with a dashboard example, where you can track your process performance. Use this information to keep up with each employee’s first steps and improve your onboarding experience.

Automatically pull data from your workflow to visual dashboards that will help you to evaluate your process and modify your workflow accordingly. Track the most important KPIs of the onboarding process with Pipefy: eNPS, employee retention, turnaround time, and much more.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

HR Teams love Pipefy

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Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

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