Onboarding task templates — Acme Manufacturing
Client Admin ▸ HR ▸ Task templates
These are the operational checklists a new hire's onboarding is built from — the PPE, access, orientation and check-in work that sits beside the document packet. EHM ships a default for each role type; editing one gives this client its own copy, and EHM's default is never changed by it.
Owner labels show who should do each task. Nobody is assigned or notified yet — routing to different people arrives with authentication.
Field / jobsite — this client's own copy
23 active · 5 gating
Before they start
Order PPESafetyGating
Hard hat, hi-vis, boots, gloves, eye protection — sized for the person, ordered far enough ahead to arrive before day one. Gating: nobody goes on site without it.
Due 5 days before start
Allocate tools and equipmentForeman
Reserve the tools, and any company vehicle or trailer, this role needs from day one.
Due 3 days before start
Verify licences and certificationsSafetyGating
Confirm the licences and cards the role requires are current — OSHA 10/30, forklift, crane, CDL, trade licence. Gating where the role cannot legally be performed without them.
Due 2 days before start
Request jobsite badge and accessForeman
Site badge, gate code or fob, and any general-contractor access credentials.
Due 2 days before start
Schedule drug screenHROptional
Where the role or the site requires one. Book it and record the result outside this app.
Due 5 days before start
Run background checkHROptional
Where the role or the site requires one. FCRA disclosure and authorisation are handled separately.
Due 5 days before start
Add to the company driving roster and verify the MVRHRDrives for work
Only for roles that drive. Confirm the motor vehicle record and add them to the insurance schedule.
Due 3 days before start
Arrange per-diem and travelHRRelocating
Lodging, per-diem rate and travel arrangements for a relocating hire.
Due 7 days before start
Notify the union hall and confirm dispatchHRUnion
Confirm the dispatch, the classification and the applicable agreement.
Due 3 days before start
Acme-specific gate inductionForemanGating
Due 1 days before start
Day 1
Site-specific safety orientationSafetyGating
Hazards on THIS site, emergency procedures, muster point, reporting an injury. Gating: this happens before any work, and it is what the IIPP acknowledgment attests to.
Due on the start date
PPE fit check and tool checkForemanGating
Confirm the PPE actually fits and the issued tools are present and serviceable. Gating: PPE that does not fit is PPE that is not worn.
Due on the start date
Jobsite tour, including the muster pointForeman
Walk the site: work areas, welfare facilities, first aid, fire points and the muster point.
Due on the start date
Set up the timekeeping appIT
Install it, sign in, and confirm the first clock-in works before they need it.
Due on the start date
Pair with a foreman or mentorForeman
Name the person they ask questions of. An unnamed mentor is no mentor.
Due on the start date
Introduce the crewForemanOptional
Names and roles of the people they will actually work beside.
Due on the start date
Week 1
Confirm required training is assigned and startedHR
Check the Training module: the courses their role and state require are assigned and under way.
Due 5 days after start
Toolbox talk attendanceForeman
They attend their first toolbox talk and are recorded on the sign-in sheet.
Due 5 days after start
Confirm the first timesheet and pay detailsHR
Check the first timesheet submitted cleanly and payroll has what it needs.
Due 7 days after start
Week-one check-inForeman
Fifteen minutes: is anything missing, unclear or unsafe?
Due 7 days after start
30 days
30-day check-inForeman
Performance, safety habits, and whether the tools and PPE are still right.
Due 30 days after start
60 days
60-day check-inForemanOptional
Progress against the expectations set at hire; any certification gaps closing.
Due 60 days after start
90 days
90-day reviewManager
Formal review: performance, fit, and whether anything from onboarding is still outstanding.
Due 90 days after start
Office — EHM's default — customise it to get your own editable copy
This client is using EHM's default for this role type — 20 tasks. Customising creates this client's own copy of every task as it stands today. EHM's default is not changed, and later EHM edits will not alter the copy.
Before they start
Order laptop and equipmentIT
Laptop, monitor, headset, phone — ordered early enough to be imaged and ready on day one.
Due 7 days before start
Create accounts and emailIT
Directory account, email, single sign-on, and the group memberships the role needs.
Due 3 days before start
Grant system access for the roleIT
The specific applications this role uses, at the access level it needs and no more.
Due 2 days before start
Prepare the desk and building accessHR
Desk or hot-desk assignment, building badge, parking if applicable.
Due 2 days before start
Send the welcome note and first-day logisticsHR
Where to go, when, who to ask for, what to bring, and what the first day looks like.
Due 3 days before start
Run background checkHROptional
Where the role requires one. FCRA disclosure and authorisation are handled separately.
Due 5 days before start
Add to the company driving roster and verify the MVRHRDrives for work
Only for roles that drive on company business.
Due 3 days before start
Arrange relocation supportHRRelocating
Temporary accommodation, moving costs and the start-date logistics for a relocating hire.
Due 14 days before start
Day 1
Workplace safety and emergency orientationSafetyGating
Exits, muster point, first aid, and how to report an injury. An office is still a workplace. Gating: it happens before they settle in.
Due on the start date
Hand over equipment and confirm sign-inIT
Laptop and accessories handed over, and they successfully sign in to everything.
Due on the start date
Office tour and introductionsManager
Desk, facilities, kitchen, meeting rooms — and the people they will work with.
Due on the start date
Set up timekeeping or leave bookingIT
Whichever system applies to this role, working and signed in to.
Due on the start date
Pair with an onboarding buddyManager
Name the person they ask the small questions. An unnamed buddy is no buddy.
Due on the start date
Week 1
Confirm required training is assigned and startedHR
Check the Training module: role and state requirements are assigned and under way.
Due 5 days after start
Set 30-60-90 goalsManager
Write down what good looks like at thirty, sixty and ninety days, and share it with them.
Due 7 days after start
Confirm the first timesheet and pay detailsHR
Check payroll has what it needs and the first period is recorded correctly.
Due 7 days after start
Week-one check-inManager
Fifteen minutes: is anything missing, unclear or blocked?
Due 7 days after start
30 days
30-day check-inManager
Against the goals set in week one — what is on track, what is not.
Due 30 days after start
60 days
60-day check-inManagerOptional
Progress, and anything from onboarding still outstanding.
Due 60 days after start
90 days
90-day reviewManager
Formal review: performance against the 30-60-90 goals, and fit.
Due 90 days after start
Editing a template affects checklists generated from now on · a checklist already built keeps the wording it was built with · Back to onboarding