Onboarding Checklist

There are, and some are fine. The difference is what has been checked. This file was built from scratch, then every formula in it was recalculated by a separate checker that compares each result against an independently worked-out answer — 18 of them here. A template that looks right and totals wrong is worse than no template at all, and that is the usual failing of one downloaded from a search result.

It also opens with sample rows already filled in, so you can see every formula working before you touch it, and it is set up to print without fighting the page setup. No email wall, no signup, no watermark, and you can use it commercially.

A good first week does not happen by accident; it happens because someone had a list. This Excel onboarding checklist sets out every task a new starter needs, with an owner and a due day counted from their start date.

Enter the start date once and every due date follows. Mark tasks Done as they are completed, and the summary shows tasks complete, tasks outstanding, percentage complete and anything overdue.

Due day counts from the start date below, so one date sets the whole schedule. Mark tasks Done and progress updates.

The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.

Shaded, boxed cells below the table are settings the formulas read from. Change those first — every row that depends on them updates at once.