Free template
Free, ready-to-use standard operating procedure for new hire onboarding. Copy, customize, or create it in Folge with screenshots and checklists.
An Employee Onboarding Standard Operating Procedure (SOP) is a documented process that HR and managers follow to welcome new hires, set up their accounts and workspace, and integrate them into the team consistently.
This template helps you run onboarding the same way every time—reducing oversights, speeding up time-to-productivity, and improving new hire experience. Use it with employee onboarding checklists for a complete system.
Standardize how every new employee is onboarded across departments
Give team leads a clear checklist so nothing is missed
Coordinate accounts, equipment, and access in a defined order
Document shipping, access, and virtual orientation steps
Purpose: To ensure every new employee receives a consistent, complete onboarding experience
Scope: HR, hiring managers, IT, and facilities staff involved in new hire setup
Time Required: Pre-arrival through first week (spread across multiple days)
Tools Needed: HRIS, IT provisioning system, email/identity provider, equipment inventory
Action:
Expected Outcome: New hire has clear instructions; systems and workspace are ready for Day 1
Action:
Expected Outcome: New hire feels welcome and has the basics to start work
Action:
Expected Outcome: New hire can log in to all necessary systems and access role-appropriate resources
Action:
Expected Outcome: New hire understands how the company works and how to do their job
Action:
Expected Outcome: New hire is set up for success; process improvements are captured for future onboarding
Pre-arrival communication and setup reduce Day 1 stress and show you're organized. Send logistics and paperwork early.
Assign a single checklist (or this SOP) per new hire so HR, IT, and manager know who does what. Track completion in your HRIS or project tool.
Capture your actual workflows in Folge so new hires get visual, step-by-step guides for your tools and processes—not generic text.
A peer buddy or mentor gives new hires a go-to person for quick questions and helps them feel part of the team faster.
Capture your real onboarding workflow with screenshots. Add checklists, annotations, and export to PDF or your wiki.
Formal onboarding often spans the first week to first 90 days. This SOP focuses on the critical first week (pre-arrival through Day 5). You can extend it with 30- and 90-day check-ins and role-specific training milestones.
Use the same steps but adapt: ship equipment in advance, do tours and intros via video, use shared docs and async videos for orientation. Document your remote setup (VPN, tools, shipping) in a dedicated section of this SOP.
Yes. Use Folge to record your screen while you provision accounts, share folders, or walk through your HRIS. You'll get a step-by-step SOP with real screenshots that new hires and IT can follow.
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