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Staff Onboarding


Download your free Staff Onboarding template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Staff Onboarding' templateStaff OnboardingReady to begin2 AutomatorsProcess new hire (sign contract and begin process with team)CompletedRequest, receive & archive signed contractCompletedCreate new hire email address and invite into Karbon new hire processCompletedPrep & paperwork5 AutomatorsComplete preliminary setup activities for new hire (paperwork, systems, office prep)CompletedSend out electronic new hire paperworkCompletedProcure computer and accessoriesReady To StartDue Today

Use this best practice template to standardize your staff onboarding procedure.

From the point of signing the employment contract, this process takes your new hire through the process to becoming a fully contributing member of your team. Learn how to use this template in action.

The start date is the employee's first day on the job and the due date is 60 days later. The work assignee begins with the Partner and automatically shifts from there.

Download the Template

Download your Staff Onboarding template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling