Use cases

HR Onboard new hire

You’ve just hired a new team member, and you’re very excited about all the value this person will create for your organization.

The sooner you have your new team member creating value for your organization, the better, but there are plenty of things you’ll have to show them during the onboarding process first.For smaller teams, onboarding can be stressful, since training a new hire usually means stepping away from your own work and possibly delaying critical tasks.

But onboarding new employees comes with another challenge, making sure you have shown them everything they’ll need to get the job done.

While showing a new hire the ropes, many managers have the feeling in the back of their head that they’re forgetting to teach the new team member something incredibly important. Sometimes that’s just our minds playing tricks on us, and other times it’s because we did forget to show them something that’s essential for their work, and it’ll come back and bite us later.

To make this process easier, we created an Employee Onboarding template that many teams are already using simplify the process of bringing new employees into their organization.

To use this template, add all the tasks that you’ll need to do when onboarding an employee. Think of this as a checklist that you’ll create before their first day.

We’ve separated the workspace into four lists of things you’ll have to put together for your new employee – paperwork, tools, training, and company culture.


I know, I know. No one likes it, but it has to be done.

Your relationship with your new employee is defined by the contract you both sign, so it’s good to go over it with your new hire so that you both can be sure that there aren’t any misunderstandings.

After you’ve ensured that everyone is on the same page, and you both have completed any other paperwork that you need to go through, you can move onto the next section.


Tools can be either physical or electronic.

Make sure your new hire knows where they can work and has access to all the tools they need to get the job done – be they physical, like a phone or a wrench set, or digital, like marketing software or a team planning app. If you have everything prepared in advance, you can get the new hire up and running much more quickly.

Once you’ve given them the tools they need to succeed, it’s best to take some time to make sure they know how to use them, which leads us to our next section.


Training is possibly the most crucial part of the onboarding process.

Make sure you sit down with your employee and show them everything they’ll need to succeed in your organization.

This part can be tough without a checklist since there are many little things you do throughout the day that you forget about just because they’re habitual. Remember, the new hire hasn’t dealt with any of these processes before, so you’ll need to be thorough and patient.

Trust us, to make the onboarding process more manageable, make sure you document everything a new hire will need to learn in a checklist in LogicalPlan.

Company Culture

Every company has its own unique culture. When bringing on a new hire, it’s important to make sure that they not only understand it but that they want to be a part of it. Small gestures can have a significant impact on how the new employee settles into the company.

My favorite small gesture that makes a huge impact? Show them how the coffee maker works.

Note: if you need to edit, add, or remove any of these four lists, you’re entirely free to do so.

Once you’ve gone through the four lists and have set all of the tasks on the board, switch to the workspace timeline view so you can use drag-and-drop to arrange the tasks.

Make sure that you make time for preparation tasks (like putting together contracts and tool access) before the new hire’s first day.

Once the big first day comes for the new employee, sit down with them and go over all the tasks you’ve created in LogicalPlan so they can see how everything works together.

After finishing the onboarding process planning, switch to the Team Workload page. If you pull someone away from their work to train the new hire, you may have to rearrange some other tasks.

Thanks to visual timelines, you’ll be able to immediately see how the new hire’s training will affect your team’s workflow and you will be able to prepare for it in advance.

LogicalPlan helps simplify the new hire process so much that you’ll soon start looking forward to bringing in new people.

As always, if you have any ideas that could improve our templates, feel free to shoot us a message on chat!

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