Purpose
The Onboarding Tracker is designed to help HR monitor and record the progress of every new hire’s onboarding journey — from pre-boarding to probation completion. It ensures timely actions, compliance, and a consistent new-joiner experience.
Template Structure
| Field | Description / Usage | Example Entry |
| Employee Name | Full name of the new hire | Priya Sharma |
| Employee ID | Unique identifier from HRIS/payroll | EMP0421 |
| Department | Function the employee joins | Development |
| Role / Designation | Job title as per offer | Frontend Developer |
| Reporting Manager | Assigned manager’s name | Rahul Verma |
| Date of Joining | Actual first working day | 01-Oct-2025 |
| Probation End Date | Auto-calculated (e.g., 6 months from joining) | 31-Mar-2026 |
| Background Verification (BGV) Status | Pending / Cleared / Adverse | Cleared |
| Buddy/Mentor Assigned | Yes / No + Name | Yes – Anjali Gupta |
| Welcome Kit Issued | Yes / No + Date | Yes – 01-Oct-2025 |
| Day 1 Orientation Completed | Yes / No + Date | Yes – 01-Oct-2025 |
| Department Induction Completed | Yes / No + Date | Yes – 03-Oct-2025 |
| Manager Handoff Completed | Yes / No + Date | Yes – 05-Oct-2025 |
| Onboarding Feedback Form Submitted | Yes / No + Date | Pending |
| Mid-Probation Review Date | Auto-set (e.g., 90 days) | 31-Dec-2025 |
| Mid-Probation Review Status | Completed / Pending | Completed |
| Final Probation Review Date | Auto-set (end of probation) | 31-Mar-2026 |
| Confirmation Status | Confirmed / Extended / Not Confirmed | Confirmed |
| Notes / Comments | Free-text field for HR or Manager | Needs training on React |
How to Use
- HR maintains this tracker in a shared sheet or HRIS module.
- Auto-reminders (where possible) should be linked to probation and review dates.
- The tracker should be reviewed weekly by HR to ensure no steps are missed.
- Color-coding (e.g., Pending = Red, In Progress = Yellow, Completed = Green) is recommended for visibility.