Team Member Onboarding Template


Pipefy’s Free Team Member Onboarding template is a step-by-step process specially designed to help you and your company organize the arrival of new members to your team.

This template has detailed instructions that will help you prepare everything for the new employee’s arrival and for his/her first month of work.

Process template by Team Pipefy

Why use the Team Member Onboarding Template?

  • Organizes a step-by-step process for the onboarding new employees and welcoming new team members
  • Offers a structure to help optimize the new employee’s first couple of weeks at the new job
  • Helps you prepare for the employee onbarding in advance

Team Member Onboarding Start Form

  • What’s the new member’s name?
  • What’s the new member’s email?
  • What’s the new member’s phone?
  • What’s the new member’s position?
  • Who will be responsible for the onboarding?



All new employees arrive here! Make sure everything is ready for the new employee’s arrival and set his/her schedule for the first month.

First week

New employee’s first work week! Give the employee his/her first assignment and evaluate the first week/s performance.

First month

New employee’s first month! Evaluate how was the new team member’s first month and ask for his/her feedback on the onboarding process.


Done! New employee is duly onboarded!