Staffbase Onboarding Checklist Widget

Overview

The Onboarding Checklist Widget brings structured onboarding directly into Staffbase. New employees see what to do next immediately after their first login — no email packages, no lost paper checklists, no asking around.

Why This Widget?

Poorly structured onboarding is a common reason for early departures. The widget solves the three most frequent onboarding problems:

• ✅ Structured: Tasks organised by Day 1, Week 1, Month 1 — nothing gets lost
• ✅ Personalized: Each employee sees only the tasks relevant to their role and location
• ✅ Measurable: HR tracks the progress of all onboardings at a glance

Key Features

1. Time-Based Task Structure

The widget organises tasks into phases:

• Day 1: Confirm IT access, safety briefing, meet the team
• Week 1: Compliance training, building tour, fill in HR forms
• Month 1: Check-in with manager, first projects, feedback session

Each task contains a direct link to the relevant resource — training platform, HR system, or document. Completed tasks are checked off, creating an immediate sense of progress.

2. Personalized View

New employees automatically see their own checklist — filtered by department, location, and role. Personalisation uses the Staffbase user identity — no manual assignment needed.

3. HR Progress Dashboard

HR managers see all active onboardings with progress bars:

• Which tasks have been completed?
• Where are there delays?
• Which new employees need support?

No more manual status emails — the overview is always current.

4. Deadline Reminders

Important tasks get deadlines. When a deadline is missed, the widget automatically sends a reminder — to the new employee and optionally to the HR contact.

Integration & Setup

The widget is ready in under 10 minutes:

1. Add the widget from the gallery
2. Configure tasks and milestones (Day 1, Week 1, Month 1)
3. Link resources (training platform, HR documents, intranet pages)
4. Define personalisation rules (by department or role)
5. Publish — new employees see the widget immediately after login

Frequently Asked Questions

Which HR systems can be connected?

The widget connects with SAP HCM, Workday, LDAP/Active Directory, and Microsoft Teams. For smaller teams, manual CSV import is also supported.

Can each employee only see their own checklist?

Yes. Personalisation uses the Staffbase user identity. Regular employees see only their own list. HR managers can enable the dashboard for all onboardings.

How are tasks personalized?

Filtering is done by department, location, and role — these attributes come directly from Staffbase profile data. Additional attributes can be configured as rules in the Widget Builder.

Can employees comment on tasks?

Yes, optional comment fields can be enabled per task — for questions or status notes.

What happens if a deadline is missed?

The widget sends an automatic reminder. If the task remains open, it appears as overdue in the HR dashboard.

Best Practices

• Maximum 5–7 tasks per phase — fewer tasks, more completions
• First task = complete your profile — creates an immediate sense of accomplishment
• Every task with a direct link — no searching the intranet
• Check the HR dashboard regularly — intervene early before tasks become overdue

Further Reading

• 10 Staffbase Widget Ideas for Your Intranet
• Staffbase Onboarding Widget: Checklists in the Intranet