HR & People

New Employee Onboarding Checklist Template

A complete onboarding checklist for new hires — personal info, tax & banking details, equipment needs and policy acknowledgements in one form. Routes to HR, IT and Payroll automatically.

No signup required
AI customizable
✓ Free forever plan✓ Embed on any website✓ GDPR compliant✓ No code required

What's included in this template

12 fields — customize any field or add new ones with AI.

Short textFull name✱
DateStart date✱
Short textHome address
Short textEmergency contact name
PhoneEmergency contact phone
Short textTax ID / SSN
Short textBank name
Short textAccount number
Short textRouting number
CheckboxesEquipment needs
DropdownT-shirt size
CheckboxesI acknowledge company policies✱

Need different fields?

Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.

How to use this template

1

Open the template

Click "Use this template free." Flexform loads the form instantly — no account needed to preview.

2

Customize with AI

Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.

3

Connect & publish

Link to Slack or Google Sheets with one click, then embed on your site or share the link.

Workflow integrations

Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.

SlackGoogle Sheets
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Real-time sync

Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.

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Conditional routing

Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.

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Two-way data flow

Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.

Related templates

Use this new employee onboarding checklist template free

Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.

No signup required · Free forever plan