HR & team tracker

Employee Onboarding Checklist

A digital new-hire onboarding checklist with due dates and sign-off - paperwork, equipment, access, training and introductions - tracked per new hire, relative to their own start date.

Metre2 Employee Onboarding Checklist showing the per-hire onboarding track

A day-relative onboarding track, per hire

Every hire gets their own horizontal timeline spanning their earliest to latest task, with markers plotted at their due-day position - hollow until done, filled once signed off - plus a start-day tick and a "today" marker once they've started.

A default checklist template, auto-applied

Add a new hire with a name, role and start date, and a full onboarding checklist - paperwork, equipment, access, training and introductions - is applied automatically, each task due a set number of days before or after their start.

Sign-off, not just a checkbox

Marking a task done captures who signed it off and when - a real record for right-to-work checks, inductions and every other task that needs accountability, not just a tick.

Task Board - every hire, one pass

A cross-hire view of everything still outstanding, grouped by category, so you can work through paperwork, equipment, access, training or introductions for every hire at once.

Overdue tasks, most overdue first

The Summary tab surfaces every task whose due date has passed and isn't signed off yet, sorted with the longest-overdue at the top, so nothing important slips through.

Who's starting soon

A dedicated callout lists every hire starting within the next 7 days, so equipment and access setup never gets left to the last minute.

Copy summary or export HTML

Copy a plain-text summary of every hire's progress to the clipboard, or export a standalone HTML file to keep or share.

Light/dark theme and sample hires

Light/dark theme remembers your choice, and a rotating set of sample hires - mixed upcoming, active and completed - lets you explore the app before entering your own.

How it compares to BambooHR

BambooHR is a well-known cloud HR platform with onboarding tools bundled into its per-employee plans. It's built as a full HRIS - here's how a focused, one-off desktop checklist compares for a business that just needs new-hire onboarding tracked well.

Feature Employee Onboarding Checklist BambooHR
Pricing model £6.99 one-off after trial From $10/employee/month (Core), $250/month minimum under 25 staff
Cost scales with headcount
Works fully offline
Day-relative onboarding track per hire ~
Sign-off capture (who and when) per task ~
Full HRIS - payroll, benefits, performance reviews
Multi-user access for a whole HR team
One account across a whole app portfolio

Comparison based on BambooHR's publicly listed pricing and features as of August 2026 (bamboohr.com, peoplemanagingpeople.com, itqlick.com) - pricing and features change over time, so check bamboohr.com for current details. BambooHR is a trademark of its respective owner; this comparison is for informational purposes and isn't sponsored by or affiliated with BambooHR.

Employee Onboarding Checklist, in practice

The per-hire onboarding track, outstanding tasks grouped by category, and the summary with overdue tasks.

Frequently asked questions

Do I need to install anything to use Employee Onboarding Checklist?

Employee Onboarding Checklist is a Windows desktop app, free to try from the Microsoft Store.

Does my Employee Onboarding Checklist account work with Vector and Forma?

Yes - Employee Onboarding Checklist uses the same shared Metre2 account as Vector, Forma and every other Keystone app. Sign in once and it works everywhere.

What's the onboarding track on the Onboarding tab?

Each new hire gets their own horizontal, day-relative timeline spanning their earliest to latest onboarding task. Task markers are plotted at their due-day position, colour-coded by category, hollow until done and filled once signed off, with a start-day tick and a "today" marker once they've started.

How are due dates worked out?

Every onboarding task has a day offset relative to the hire's start date - some negative, like ordering equipment a few days before day one, some positive, like a 30-day check-in. The app computes the actual due date from each hire's own start date.

What counts as a hire being "active", "upcoming" or "completed"?

A hire is "upcoming" if their start date is in the future, "completed" once every one of their onboarding tasks is signed off, and "active" otherwise.

What's the Task Board tab for?

It's a simpler cross-hire view - every outstanding task across every hire, grouped by category, so you can work through paperwork, equipment, access, training or introductions in one pass instead of hire by hire.

Can I export or share my checklist?

Yes - copy a plain-text summary to your clipboard, or export a standalone HTML file with every hire's progress.

Ready to try Employee Onboarding Checklist?