Offer and Onboarding Tracker Template

The gap between an accepted offer and a new hire's first day is where many companies lose people: nobody owns it, the laptop is not ready and the first week has no plan. This tracker gives that gap an owner and a checklist.

Add a row when an offer goes out and update its status as it moves from drafting to sent, accepted, declined or withdrawn. Once it is accepted, tick the six pre-boarding steps: contract signed, documents received, equipment ordered, accounts created, buddy assigned and day-one plan shared.

The sheet counts down the days until each start date and shows onboarding progress as a percentage. A row turns red when the start date is seven days away or less and any step is still open, so you see the risk while there is still time to fix it.

Use it alongside your onboarding checklist: the checklist describes what good onboarding looks like, the tracker shows where each new hire actually is.