Whether it's an employee, customer or partner, onboarding is where every long-term relationship begins. With Trupeer, you can save hours on onboarding planning by starting with a free onboarding checklist and plans template, customizing it with your brand guidelines, and turning checklists into video walkthroughs that bring onboarding to life.

This onboarding checklist and plans template provides a structured framework to capture pre-onboarding setup, day-one essentials, week-one priorities, 30-60-90 day milestones and ongoing check-ins - useful for employee onboarding, customer onboarding, partner enablement and contractor onboarding. Pair it with our training videos use case, generate AI video walkthroughs, and translate into 65+ languages for global onboarding.

How to customize this template in Trupeer

Step 1: Open the Templates Section

Go to the Templates section from the main navigation.

Step 2: Select and Open a Template

Click on any template you want to work with to open it.

Step 3: Expand the Template View

If needed, expand the template view to see the full layout and details clearly.

Step 4: Edit the Template

Click on Edit to start modifying the selected template.

Within the editor, you can:

• Add new sections

• Define or update formatting rules

• Add a logo and adjust its position and related settings

Step 5: Save Your Customized Template

After making all necessary changes, click Save to store the updated template as your own.

Step 6: Preview and Fine-Tune the Template

When you want to see how your customized template looks, open the Preview.

From the preview screen, you can continue to make adjustments directly if needed, ensuring the template appears exactly as you want.

With an onboarding checklist template you can:

• Save hours on planning: Skip the blank page with a structure built for onboarding.

• Cover every step: Built-in fields ensure no setup, training or sign-off gets missed.

• Stay on-brand: Apply your logo, fonts and colors using Trupeer's brand kit.

• Ramp faster: Pair checklists with video walkthroughs to accelerate time-to-productivity.

• Standardize across onboarding types: Use the same template for employees, customers and partners.

• Reach global teams: Translate onboarding plans into 65+ languages with one click.

A great onboarding checklist turns first impressions into long-term relationships. Use this template to make every onboarding smooth, complete and on-brand.

Frequently Asked Questions

What is an onboarding checklist?

An onboarding checklist is a structured list of tasks that need to be completed when bringing a new employee, customer or partner into your organization. It captures setup, training, milestones and check-ins - ensuring nothing critical gets missed.

What should an onboarding checklist include?

A complete onboarding checklist includes pre-onboarding setup, day-one essentials, week-one priorities, training milestones, system access and tool setup, key contacts, 30-60-90 day check-ins, success criteria and escalation paths if onboarding stalls.

How long should onboarding take?

It depends on what's being onboarded. Employee onboarding typically runs 90 days. Customer onboarding for SaaS products targets first value within days and full proficiency within 30. Complex enterprise customers may have 60-180 day onboarding plans. The key is structure and milestones throughout.

What is the difference between an onboarding checklist and an onboarding plan?

A checklist lists the items to complete - tasks, sign-offs, deliverables. A plan is broader - it captures objectives, milestones, training schedule, owners and success criteria. Most effective onboarding combines both: a checklist for tactical execution within a strategic plan.

Why is onboarding important?

Strong onboarding accelerates time-to-productivity, improves retention, builds early engagement and sets long-term expectations. Poor onboarding is one of the top reasons new employees leave in the first 90 days - and one of the top reasons customers churn before reaching value.