Employee onboarding management template
An employee onboarding app for people operations teams. Add a new hire, start a reusable checklist, coordinate owners and due dates, and close onboarding when the required work is complete.
What is this employee onboarding template?
Firstday follows onboarding from a new hire’s details to a completed welcome. Choose a checklist when adding a person; the app creates their tasks with owners and due dates based on the start date. Use the overview to spot approaching starts and blockers, then open a person’s workspace to manage the work. Required tasks must be done before onboarding can be completed with a handover note. The pilot uses ToolJet Database and fictional records; public deployment and download await package and clean-install validation.
- Screens
- 4 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for People operations teams and hiring managers coordinating HR, IT, and workplace preparation for office-based and remote employees.
From “you’re hired” to a completed welcome.
Start a real onboarding record, work through its checklist, and keep the completion decision with the person.
- Overview
See who needs attention next
Review upcoming starts, task readiness, overdue work, and blockers. The overview highlights the next three starters and a short blocker list; open People for the full directory.
- People
Give a new hire a complete plan
Add the person’s name, work email, role, department, manager, location, and start date. Choose a reusable checklist to create their tasks once, with default owners and dates relative to their start.
- Hire workspace
Follow the work through completion
Edit task owners, due dates, statuses, and notes. Update profile details, resolve required tasks, and record a completion note. Reopen onboarding with a reason when more work is needed; prior completion and reopening decisions stay in the history.
- Checklists
Improve the next welcome
Create reusable checklists and add or edit their tasks, teams, default owners, due-date offsets, and required status. Changes apply to future hires without overwriting existing onboarding progress.
What does the template cover?
A clear view of upcoming starts
The overview brings approaching start dates and preparation into one view. Readiness is calculated from saved task statuses, while overdue tasks and blockers show where a coordinator needs to act.
New hires with a ready-to-use checklist
Create a hire and their individual checklist together. A unique work email helps prevent duplicate onboarding records; manager-owned tasks use the manager entered for that hire.
Task owners, deadlines, and blockers
Manage each task in the hire workspace with an owner, due date, status, and current note. Distinguish To do, In progress, Blocked, and Done, and update the plan as preparation moves forward.
Completion with a recorded handover
Complete onboarding only after all required tasks are done and a completion note is entered. Completed records retain their checklist; reopening requires a reason and keeps previous lifecycle decisions in the history.
Reusable onboarding checklists
Maintain a checklist library for different working arrangements. Each hire keeps their own copy, so improving a recipe does not reset progress or change dates on existing records.
ToolJet Database with sample data
The pilot uses 2 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Reusable checklists | 3 sample checklists | Named checklist recipes with task titles, teams, default owners, required flags, and due dates relative to a hire’s start date. |
| New hires | 6 sample hires | Profile and start details, an individual checklist, onboarding status, and completion or reopening history. The sample hires contain 33 tasks in total. |
This English desktop pilot tracks onboarding work; it does not provision accounts, send reminders, connect to an HRIS or payroll system, collect files, or capture signatures. Access policies have not been validated. Work email and start date are fixed after creating a hire; other profile details and individual task due dates can be edited. The overview shows a selection of upcoming people and blockers. Reads are capped at 1,000 hires and 1,000 checklists; larger deployments need server pagination. Package export and clean installation remain unverified.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
What does the employee onboarding template include?
Firstday includes an operational overview, a people directory with new-hire intake, an individual hire workspace, and a reusable checklist library. Coordinators can create onboarding records, manage task owners and due dates, resolve blockers, and complete or reopen onboarding with a note.
How does a new hire receive their checklist?
Choose a checklist when creating the hire. Firstday saves the hire and their task list together, calculates due dates from the start date, and assigns manager-owned tasks to the entered manager. Each hire keeps an individual copy; edits to the library affect future hires.
How is onboarding readiness calculated?
Readiness shows how many of the hire’s tasks are marked Done. Completion is a separate decision: all required tasks must be done and a completion note must be entered. Optional tasks do not prevent completion.
Can I change a checklist or reopen onboarding?
Yes. Create and edit reusable checklist recipes for future hires, or update owners, due dates, statuses, and notes on an existing hire’s tasks. Reopen completed onboarding with a reason; previous completion and reopening decisions remain in its history.
Does it create accounts or send reminders?
No. Completing a task records progress in Firstday. Account provisioning, email reminders, document collection, signatures, payroll, and HR system integrations are not included.
Can I change the design, branding, or features with AI?
Yes. Use the starter prompt or ask the ToolJet AI builder to change the layout, colors, logo, terminology, fields, or workflow. Suggested prompts on this page cover branding, design, reminders, multiple offices, and French translation. Review and test the changes before use.
Which database and languages are included?
The pilot uses ToolJet Database with three fictional checklist recipes and six sample hires. It is built in English with light and dark appearances. Additional languages and right-to-left layouts can be requested with AI and need implementation and testing.
Does Firstday include employee access controls?
Identity-specific access policies have not been configured or validated for this pilot. Configure and test permissions appropriate to your organization before storing real employee information.
Can I download or deploy Firstday?
Public deploy and download are disabled until the importable package and automatic database setup have been validated. The screenshots show the built pilot, not a released installation package.
Expense reimbursement
Receive individual expense claims, review receipt references against saved per-expense limits, and record approval or reimbursement.
Security exception management
Track time-limited security exceptions with a risk owner, compensating controls, recorded assessment and remediation evidence.
Employee probation reviews
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions.