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Worker Onboarding

Employee Onboarding & Offboarding on Smartsheet

Our pre-built Smartsheet Worker Onboarding solution simplifies the onboarding process with customizable templates, real-time task tracking, and automated workflows to ensure a smooth and efficient integration of new employees.

What's included

Task Automation

Pre-configured onboarding task lists automatically assigned to IT, HR, Finance, and the hiring manager the moment a new hire is added. Zero manual coordination.

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Real-Time Tracking

See exactly where every new hire is in their onboarding journey. Track task completion across departments in a single dashboard.

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Automated Notifications

Automatic reminders keep every team on schedule. Escalation alerts surface blockers before a new hire's first day is impacted.

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Customizable Templates

Pre-built onboarding checklists and task templates adaptable to role type, department, location, and employment category.

Compliance Checklists

Ensure required documentation, training completions, and policy acknowledgments are captured and tracked for every new hire.

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Offboarding Workflows

Structured offboarding checklists mirror the onboarding process in reverse — access revocation, equipment return, exit documentation — all tracked automatically.

Get started

Ready to get started?

Schedule a free Smartsheet health check and let's explore how we can tailor Smartsheet to meet your unique business needs.