Employee Orientation Checklist Template With Excel
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FAQ
To make an onboarding checklist in Excel, start by brainstorming a list of all the tasks you need to complete for each new hire. Organize these tasks by the phase of the onboarding process and put them in a logical order. Next, compile any resources and tools you need to complete the tasks in your onboarding checklist.
Here's a simple step-by-step guide on how to make a to-do list in Excel. Step 1: Open a new Excel file. ... Step 2: Add column headers. ... Step 3: Enter the task details. ... Step 4: Apply filters. ... Step 5: Sort the data. ... Step 6: Edit and customize your to do list.
Go to Developers Tab > Control > Insert > Form Controls > Checklist. Then click anywhere in the Excel where you want to insert the checklist. To link the checkbox to a cell in Excel, right-click on the checkbox and select Format Control.
Employee onboarding checklists Office tour. ... Help your new hire set up a workspace. Ask new employees to complete HR documents. ... Meet with managers and executives. ... Assign training materials. ... Discuss expectations. ... Discuss company culture. ... Assign mentor or buddy.
Simply enable the 'Developer' tab from the 'File' menu and then add the checkboxes using the 'Insert Controls' option. You can link each checkbox to the corresponding task by using the 'Cell Link' option. Another useful feature of checkboxes in Excel is that you can use them to filter your data.