Onboarding Checklist Form
New hire asset and credential collection sheet.
A ready-to-use human resources form for HR, people ops and hiring managers: 15 questions, 2 pages.
- Questions
- 15
- Pages
- 2
- Layouts
- classic
Also filed under
Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 2 — New hire details
This template runs as a straight sequence — no branching rules.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Legal text not required — passingThis template collects neither health nor regulated financial information.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Onboarding Checklist Form is built for HR, people ops and hiring managers who need to run hiring and internal people processes on one auditable record.
- HR, people ops and hiring managers working in human resources.
- Teams who need to run hiring and internal people processes on one auditable record without writing code or paying for a custom build.
- Anyone replacing CVs, requests and approvals scattered across inboxes with one structured record per enquiry.
- Respondents are candidates and employees — the form asks them 15 questions across 2 screens.
Why this form is useful
It removes the cost of CVs, requests and approvals scattered across inboxes and turns each submission into a record your team can act on immediately.
- 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It accepts a document or photo upload as evidence.
- It pins the request to a specific date.
- It captures a full postal address.
- It allows multiple selections without free text.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Onboarding Checklist Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered.
- This template ships without branching rules, but it does use page-by-page progress with validation on each step.
- You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — New hire details
- Full legal namerequired
- Personal emailrequired
- Phone number
- Home address
- Start daterequired
- Departmentrequired
- Reporting manager
Page 2 — Setup & assets
- Preferred laptoprequired
- T-shirt size
- Accessories needed
- System access required
- Emergency contact namerequired
- Emergency contact phone
- Signed offer letter
- Agreementrequired
15 questions in total.
Works in this layout
Forms that overlap this one
These pages cover the same subject ground as the onboarding checklist form, matched on the words people actually search for.
New Employee Onboarding Form
employeeemploymenthirehiringhr
Exit Clearance Form
checklistemployeeemploymenthiringhr
Job Offer Acceptance
employeeemploymenthirehiringhr
Staff Requisition Form
employeeemploymenthirehiringhr
Vendor Onboarding Form
checklistnewonboarding
Employee Information Form
employeeemploymenthiringhrhuman
Privacy & compliance
This form holds employee or applicant data. Route it to a named HR mailbox rather than a shared inbox, and keep the audit trail on so you can show who viewed each response.
Frequently asked questions
Is the Onboarding Checklist Form template free to use?
Yes. You can preview and test Onboarding Checklist Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Onboarding Checklist Form template ask for?
It asks 15 questions across 2 pages, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Onboarding Checklist Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
Can I add conditional logic to this human resources form?
Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.
Where do responses to the Onboarding Checklist Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Onboarding Checklist Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
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