Onboarding fails when tasks are invisible
New hires shouldn't wonder what's left. A shared onboarding checklist shows setup steps for both the manager and the employee — accounts, equipment, policies, and intros.
Employee onboarding checklists managers and new hires share
Accounts, equipment, intros, and first-week goals — onboard with a live checklist instead of a forgotten doc.
Shared ramp plan
Managers and new hires see the same open tasks.
Week-structured
Pre-start, day one, and week one stay distinct.
Repeatable hiring
Duplicate a trusted checklist for each new person.
Role-aware AI
Generate extras for the job without rewriting everything.
Room 4B groceries
3 members · shared linkLive
Oat milkSam · done
AvocadosPriya · done
Paper towelsYou · added
Dish soapSam · added
Split pre-day-one and first-week
Sections for Before Start Date, Day One, and Week One keep early admin from mixing with culture and role ramp tasks.
Reuse for every hire
Duplicate a proven onboarding list per person. Customize role-specific tasks without rebuilding the baseline each time.
Generate role-specific extras with AI
Start from an employee onboarding template, then use ⌘K to add tasks for engineering, retail, or ops roles.
Frequently asked questions
Usually yes for their tasks. Keep internal manager-only prep in a separate list if you need privacy.
Yes. Use the employee onboarding template and tailor sections to your company.
Invite HR, the hiring manager, and IT into the same checklist so handoffs aren't lost in email.