Onboarding Roles & Responsibilities
Defines the responsibilities of HR, managers, and other participants in preparing for and supporting a new employee’s arrival.

Pre-Employment Preparation
Addresses required documentation, system access, workspace readiness, and communications before the employee’s start date.

Orientation & Workplace Introduction
Establishes expectations for introducing new employees to the organization, workplace practices, key contacts, and available resources.

Required Forms & Documentation
Outlines expectations for completing, reviewing, and maintaining required employment and onboarding records. 

Training & Role Readiness
Provides a framework for required training, job-specific instruction, performance expectations, and access to necessary tools.

Follow-Up & Ongoing Support
Establishes periodic check-ins, feedback opportunities, and continued support throughout the onboarding period.

Who This Policy Is For

Designed for organizations seeking a consistent, professional framework for welcoming and integrating new employees. 

A strong fit for small and mid-sized organizations, nonprofits, growing employers, lean or one-person HR teams, and managers who need clear responsibilities and repeatable practices for preparing, orienting, training, and supporting new employees.

How to Use This Template

Start with a professionally structured framework, then tailor it to your organization. 

Customize the editable Word template to reflect your organization’s onboarding timeline, required documentation, orientation activities, training expectations, and assigned responsibilities. Coordinate it with related hiring, employment, and recordkeeping policies, communicate responsibilities to participating team members, and review the process periodically as organizational needs change.