Indzara
Shop
Support
Login

2024 New Employee Checklist – Free Excel Template

This Excel template is designed to document completion of activities in a checklist. HR departments in companies can use this to track or document new employee on-boarding activities. Typically, there is a list of activities that each employee has to complete to ‘on-board’ to the new company. We can use this one file to track such on-boarding for all employees.

This Excel template is designed for Microsoft Excel, but if you are looking for a Google Sheet template, please visit New Employee Checklist in Google Sheets.

Benefits of New Employee Checklist template

  • Customize activities for your business (maximum 12 activities)
  • Printable checklist for each employee
  • Choose whether to print dates
  • Customize header with ordering fields as you prefer
  • Rename fields as needed (except the activity dt fields)
  • Customize footer with your business information
  • % Complete progress bar
  • All employees’ data in one file

Free Download

Download New Employee Checklist 2024

Requirements

Microsoft Excel for Windows (2010 or above); Microsoft Excel for Mac (2011 or above);

Video Demo

How to use a new employee checklist in Excel?

The template has three sheets – Settings, Employees and Print. It uses Excel tables feature to store information.

If you are new to Excel Tables, please see article (with video) on Excel tables.

Settings

In the Settings sheet, let’s enter company name. If we don’t want to print activity dates, then choose No to that.

Finally, enter the list of activities.

New Employee checklist - Settings
New Employee checklist – Settings

Employee Data

In the Employees sheet, let us enter each employee and their information.

Tip: If you would prefer to print empty checklists and check items in the hard copy, then skip entering the Employee Data and directly move to Print step below.

New Hire Checklist – Employee Data

These fields can be renamed as needed.

Then, we enter the activity completion dates for each employee, as they complete the activities.

New Hire Checklist – Employee Activity completion dates

Please do not rename these date fields, as they will impact the formulas used.

Print

In the Print sheet, we can print the certificate for each employee separately by choosing the employee name.

New Employee Checklist – Header – Choose Employee

We can change the fields in the header by using the drop down. This allows us to re-order fields to suit our needs. Also, if you had renamed the employee fields earlier, they will automatically appear here. 🙂

If you need to change the format of any of the cells (for example date to text or text to date), just select the cell and press Ctrl+1 to open the format cell dialog box.

New Employee Checklist - Header - Customize
New Employee Checklist – Header – Customize

There is no need to change the Activities section of the certificate.

New Employee Checklist – Activities List

At the end of the activities section, a Checklist Completed Dt will appear if the employee has completed all activities.

We can customize the footer area by providing contact information for your business and any internal links for reference for new employees. There are no formulas here. We can just type directly.

New Employee Checklist – Customize Footer

If you prefer to not have anything, you can select the cells, right click and clear contents.

New Employee Checklist - Clear Footer
New Employee Checklist – Clear Footer

Now that you have the certificate customized, we can print (Press Ctrl+P to print) or export to PDF using Excel’s built-in options.

The following are a couple of sample certificates printed.

Sample Employee Certificate – Employee checklist
Another Sample Employee Certificate – Employee checklist

Related Free Templates

63 Comments

  • This is an amazing spreadsheet. Is there an updated version that allows for more than 12 activities to be tracked?

    Reply

  • Hi Sir.
    i am trying to learn about this work book so i can make my own to present in my upcoing job interview. but print sheet is protected with password and i cant edit it.
    please help.

    Reply

  • Thank you for the amazing simple template im sure thousands of people finds it extremely useful

    Reply

  • Dear Sir,
    could you please tell me how to change the color of the completion bar?
    Thank you

    Reply

    • Following are the steps to change the completion bar colour.

      1. Select the 10 cells of completion bar (G16 to P16)
      2. Goto Home -> Conditional Formatting -> Manage Rules
      3. Click Edit Rule to change the colour.

      Best wishes.

      Reply

    • Thanks for using our template.

      As of now, only 12 activities can be added. We will try to add more in our future release.

      Best wishes

      Reply

      • Agreed, i can only use the template if i can add more than 12 options. I need many more. Disappointed. thx

        Reply

        • Hello

          As of now, only 12 activities can be added. We will try to add more in our future release.

          Best wishes

          Reply

  • Hello,
    Is there a way to have the check boxes checked on the PRINT page when there is either a Date of completion OR N/A ? I need it to include both as being COMPLETE.

    Reply

    • Thanks for using our template.

      In case you enter NA for dates, it means that the stage is anyways not applicable for the employee, so the checkbox remains unchecked.

      Best wishes

      Reply

      • I am using this as a training matrix and do not want to include the N/A’s – is there a way to do this?

        Reply

        • Hello

          The checkbox will be ticked if a date is entered for that stage.
          Else, it would remain unchecked.

          Best wishes

          Reply

  • Request you to make a similar tracker that works in google sheets as well please..!!! let me know if you can send me one. Thanks.

    Reply

    • Thanks for your message.

      We have designed and tested all our templates on MS Excel.

      Best wishes

      Reply

  • Hi there! I am editing this to include some tasks that need completing rather than on-boarding employees, as this template seemed to better fit my needs rather than a few of the other templates I reviewed. However, I am having trouble with getting the fields to display on the Print tab, & I’m sure it has something to do with the formulas. Any ideas on how to help? Thank you for creating something like this to aid in managing tasks better!!

    Reply

    • Hello

      Thanks for using the template.
      This template is fairly simple, the issue could arise in case a formula has been edited by mistake. You download a fresh copy and see if it works. Else, email the file to contact@indzara.com.

      Best wishes

      Reply

  • The print sheet is protected with password, can you provide me password for continuing my work.
    Thanks

    Reply

  • I am only using 6 of the 12 columns however in the progress bar it is showing xof12 so I never get to 100% even though an employee has completed all 6 items.

    Reply

    • Can you please clarify how many activities are entered in the Activity table in the Settings sheet? If that is 6. then the progress will be measured out of 6.
      Thanks. Best wishes.

      Reply

  • I did have to change the format to text on the EMPLOYEES worksheet. I am still having issues with the status bar though – any suggestions?

    Reply

  • A couple of issues remain – the complete bar does not include all 18 of my activities (I had to add a few)
    =IFERROR(COUNTIF(OFFSET(T_E[[#Headers],[EMPLOYEE NAME]],MATCH(I_E,L_E,0),MATCH(“ACT 1 DT”,L_H,0)-1,1,N_S),”>0″)/N_S,””)

    Then rows 13-18 the box will not check even though there is data present
    =IFERROR(IF(B41=””,””,IF(ISTEXT(INDEX(T_E,MATCH(I_E,L_E,0),MATCH(“ACT “&B41&” DT”,L_H,0))),”R”,CHAR(163))),””)

    do I need to adjust something with the formulas?

    Reply

  • The check boxes have the current formula as follows;

    =IFERROR(IF(B19=””,””,IF(ISNUMBER(INDEX(T_E,MATCH(I_E,L_E,0),MATCH(“ACT “&B19&” DT”,L_H,0))),”R”,CHAR(163))),””)

    I thought maybe changing the ISNUMBER to ISTEXT would help although it does not – would you have an idea what I need to adjust so we can input yes or no verses a date?

    I appreciate your assistance. 🙂

    Reply

  • Thank you for password – I would like the check boxes on the print sheet to be checked when anything is in the data boxes with employees – For example – Signed Application = Y verses inputting a date. How can I adjust this?

    Reply

    • You are welcome.
      Please change the formula that creates the checkbox. We use a ISNUMBER function to check if there is a number in the date columns. Please change that to ISTEXT.
      Best wishes.

      Reply

  • I need to adjust the print sheet – can you send me the password to unprotect it?

    Reply

  • Hello sir,

    I am working with rental company. Can you please help us to get one excel sheet template to make daily report & keep record of our accessories & manpower utilization.

    Reply

  • is there any template available to rate/rank the warehouses based on various parameters such as cleanliness, staff punctuality, stacking etc…with sub parameters..? if it is there pl. let me know pl.

    Reply

    • Thanks for the comment. Unfortunately, I don’t have a template that ranks warehouses.
      Best wishes.

      Reply

  • My question is the same as Zubair. I would like to add more than 12 activities. Is this possible?

    Reply

    • To add more activities, it would require the following steps
      1. Add 13th activity in Settings sheet
      2. Add a column to table in column S in Employees sheet. Type ACT 13 DT in cell S3.
      3. Unprotect PRINT sheet using indzara as password.
      3. Copy rows 41 and 40. Insert Copied cells above row 42.
      4. Edit formula for the cell B43. In the formula, replace 12 with 13.

      Follow the above steps to add more lines.

      Best wishes.

      Reply

  • Hi,

    The worksheet is a great tool to track the check-in process – thanks for sharing it. Would you please let me know if it is possible to add more than 12 activities. Also when I add activity No. 10, 11 and 12, the serial numbers do not update on the print sheet and I rather get a # sign. Is there a way to fix it. Your assistance is really appreciated.

    Best Regards.

    Reply

    • Thank you. First – about the 10, 11, and 12 not showing correctly. This is due to the column width being narrower. You can widen column B to show the numbers fully. If you don’t see column header, click on View ribbon and check the box for ‘Headings’. I have made this change in the file and uploaded above. If you download the new file this issue should not exist.

      To add more activities, it would require the following steps
      1. Add 13th activity in Settings sheet
      2. Add a column to table in column S in Employees sheet. Type ACT 13 DT in cell S3.
      3. Unprotect PRINT sheet using indzara as password.
      3. Copy rows 41 and 40. Insert Copied cells above row 42.
      4. Edit formula for the cell B43. In the formula, replace 12 with 13.

      Follow the above steps to add more lines.
      Best wishes.

      Reply

  • Hi,

    Good job on this sheet sir!

    Just 1 question, how can i change the Date to General format on the Certificate?

    if few items on the list does not involve dates;

    sample: COMPLIANCE TRAINING: PENDING

    Reply

    • Thank you.

      The display format can be changed by just selecting any cell on the PRINT sheet and change the number format.

      However, for calculations to adapt to non-dates, we need to modify formulas as well.

      Best wishes.

      Reply

    • Please select one of the cells in the completion bar and then open the conditional formatting menu – rules manager. There is a rule where we apply the color. Please edit the rule and change color as needed.
      Best wishes.

      Reply

  • Thanks alot….appreciated for your effort and helping people sort out there issues.

    Regards,

    Reply

  • Wonderful, Amazing; I am really short of words, this is one of the tool which can keep the policy & actual process in place, best tool for audit purpose

    Thank You!! God Bless

    Reply

    • Thanks for the kind words. Glad to hear that it is useful. Best wishes.

      Reply

    • I am very glad to hear. Thanks for taking the time to provide feedback. Best wishes.

      Reply

Leave a Reply

Your email address will not be published. Required fields are marked *