Onboarding desk

Onboarding Trail

One intake sheet in, one welcome packet out — pre-start checklist through first-week check-ins, laid out like documents on a tidy desk.

Prepared with care
Four tabs · ten documents

Form OT-1 · intake sheet

Who are we welcoming?

01 · file details
Onboarding type
02 · what they need
03 · desk notes
Preferred tone
The trail

The folder is empty — for now

Fill in the intake sheet on the left, then generate the trail. The finished packet lands here as labelled documents you can tick off and copy.

Before StartFirst DayFirst WeekCheck-Ins