Free Application Onboarding Checklist Template
Onboarding Checklist
This Application Onboarding Checklist ensures a smooth introduction for users, covering user information collection, training, and ongoing support to optimize their experience with the application.
Company Name: |
[Your Company Name] |
---|---|
Department: |
Administration |
Checklist Author: |
[Your Name] |
Employee ID: |
A12345 |
Manager: |
[Your Name] |
Start date: |
June 26, 2050 |
End date: |
June 26, 2051 |
Pre-Onboarding Preparation:
-
Welcome Email: Send a welcome email to new users with login credentials and a brief overview of the application.
-
User Guide: Provide a comprehensive user guide, outlining key features, functionalities, and troubleshooting tips.
User Information Collection:
Task |
Completion Date |
---|---|
|
January 30, 2050 |
|
January 30, 2050 |
|
January 30, 2050 |
|
January 30, 2050 |
Training and Familiarization:
Task |
Training Date |
---|---|
|
January 30, 2050 |
|
January 31, 2050 |
|
Ongoing |
Post-Onboarding Follow-Up:
Task |
Timeline |
---|---|
|
After 7 Days |
|
After 30 Days |
|
Ongoing |
Communication Plan:
-
Welcome Announcement: Share a welcome announcement on company communication channels about the new application launch.
-
FAQ Documentation: Develop a Frequently Asked Questions (FAQ) document addressing common queries.