Onboarding Templates

9 Templates

Whether you’re taking on new employees, customers, or tenants, make sure your new relationship starts out on the right foot with the help of Jotform’s free Onboarding Templates. Choose a template below to keep all new contact information and supporting documents in a secure online spreadsheet! Get started by quickly customizing your chosen template to match your organization — then fill out the attached form to auto-populate your spreadsheet with important data, and feel free to update, manage, or download your spreadsheet from any device.


Each Onboarding Template can be customized to suit your needs in just a few clicks. Rearrange the layout, add new tabs to hold extra information, and even link the form with 100+ free integrations to automatically sync new contact info to other accounts like Google Sheets, Dropbox, Salesforce, and more. Get organized and make your onboarding process easier to manage with the help of Jotform’s free Onboarding Templates — available in spreadsheet, card, or calendar view!

Client OnboardingPreview

Client Onboarding

Create and manage an effective client onboarding process for your business. Free online spreadsheet. Easy to customize, download, print, and share. No coding required.

Onboarding Templates
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New Tenant ChecklistPreview

New Tenant Checklist

Keep track of new tenant information in an online spreadsheet. Easy to customize and share. Great for landlords or rental agencies. Securely store data.

Real Estate
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HR OnboardingPreview

HR Onboarding

Keep track of new employee information in a professional HR Onboarding spreadsheet. Customize, update, and manage from any device. Sync with 100+ apps.

Human Resources
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Employee Onboarding TemplatePreview

Employee Onboarding Template

Make the hiring process seamless with a free Employee Onboarding Template. Let new employees view tasks, team members, and resources in an online spreadsheet.

Onboarding Templates
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Project OnboardingPreview

Project Onboarding

Expertly track new project tasks with Jotform’s free Project Onboarding template. Available in spreadsheet, card, or calendar view. Easy to customize and share.

Project Management
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Supplier OnboardingPreview

Supplier Onboarding

Quickly onboard new suppliers with a free Supplier Onboarding table. Easy to customize, download, and share. Securely store information in an online database.

Onboarding Templates
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Customer OnboardingPreview

Customer Onboarding

Manage your customer onboarding flow with this free online spreadsheet. Easy to customize and share. Works from any device. No coding required.

Onboarding Templates
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Executive OnboardingPreview

Executive Onboarding

Streamline your onboarding process with a free Executive Onboarding table. Easy to customize, download, and share. Perform evaluations to monitor new executives.

Human Resources
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Sales OnboardingPreview

Sales Onboarding

Optimize the sales onboarding process for your business. Easy to customize, download, and share. Collaborative online spreadsheet-database hybrid. No coding.

Human Resources
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