Employee onboarding checklist
Every new hire ready on day one, and signed off at 30 days.
Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.
The work it's for
New hires who show up to no laptop and no plan remember it. Each new hire gets one checklist split by who does what (HR, IT, the manager and the new hire), with extra items that appear for their track: safety training and a uniform for frontline staff, sales tools for sales. Due dates come from the start date, reminders go to whoever is behind, the new hire ticks their own part (HR notes and step notes stay out of their view), and only the manager can sign off, once everything is done.
- Have equipment, accounts and paperwork ready before day one
- Give every role the right checklist without separate templates
- Remind HR, IT and managers when they're behind
- Know when someone is fully onboarded
Try it. It's working software.
The real app with sample data, shown for a furniture manufacturer. Switch roles (Owner, HR, IT, Manager, New hire) to see what each person sees. Nothing you do here is saved.
What it does today
Only what the app does right now. It works in any phone's browser, and every version is saved.
- Show or require fields conditionally
- Fields hidden from some roles
- Calculated fields
- Conditional steps
- Approval workflow
- Required comments on decisions
- Email notifications
- Date reminders
- Outside logins (clients, customers, members)
- People see only their own records
- Decisions from the dashboard
- Board view
- Calendar view
- Dashboard with metrics and charts
- Role-based permissions
- Change history on every record
Make it yours.
Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.
Change how it works, not just how it looks.
The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.
Changes you can ask for
- “Add a driver's license check that only appears for delivery drivers.”
- “Email the buddy a week before the start date with the new hire's name and role.”
- “Let HR sign off too when the manager is away.”
- “Make it playful.”
- “Show new hires as cards.”
One app in your Matrixcape workspace, not a separate subscription.
Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a dental office, a logistics company, a home care agency too.
Customize this uses no build credits.
Related templates
Every template- TeamHiring pipeline and applicant trackerEvery candidate by stage, interviews with scores, offers approved before they go out.See it working
- TeamTraining and certification trackerWho holds which certificate, when it expires, and a reminder before it does.See it working
- CustomersClient onboardingA shared checklist that takes each new client from signed to live, documents included.See it working