Onboarding Templates

Whether you’re taking on new employees, customers, or tenants, make sure your new relationship starts out on the right foot with the help of Jform’s free Onboarding Templates. Choose a template below to keep all new contact information and supporting documents in a secure online spreadsheet! Get started by quickly customizing your chosen template to match your organization — then fill out the attached form to auto-populate your spreadsheet with important data, and feel free to update, manage, or download your spreadsheet from any device.

Each Onboarding Template can be customized to suit your needs in just a few clicks. Rearrange the layout, add new tabs to hold extra information, and even link the form with 100+ free integrations to automatically sync new contact info to other accounts like Google Sheets, Dropbox, Salesforce, and more. Get organized and make your onboarding process easier to manage with the help of Jform’s free Onboarding Templates — available in spreadsheet, card, or calendar view!