# Employee onboarding SOP template ## How to use this template - Fields written as `[fill in: ...]` are blanks — replace each one with the value for your process. - Lines starting with `>` are guidance, not part of the SOP — delete them once you've filled in the real content. - Recording this process in Ledgerium generates a filled-in version of this SOP automatically. ## Document control - Process owner: [fill in: process owner] - Version: [fill in: version] - Effective date: [fill in: effective date] - Last reviewed: [fill in: last reviewed date] - Approved by: [fill in: approver name or title] ## Applies to / Use when > Who uses it: HR coordinators, IT for account setup, and the hiring manager. People ops owns the procedure. > When to use it: Use it to standardize how new hires are set up, reduce ramp time, and make sure access and equipment are handled consistently. - Applies to: [fill in: who this applies to in your organization] - Use when: [fill in: when your team should follow this procedure] ## Purpose > Why the procedure exists and the consistent start it ensures. [fill in: purpose details] ## Scope > Which roles and locations the procedure covers. [fill in: scope details] ## Roles > Who handles HR setup, IT provisioning, and manager onboarding. [fill in: roles details] ## Procedure > The ordered steps from offer acceptance to first-week setup. [fill in: procedure details] ## Exceptions > How to handle remote hires, delayed equipment, and access issues. [fill in: exceptions details] ## Records > What is logged in the HR system and where access is confirmed. [fill in: records details] ## Worked example — steps from a real recording > Example steps from a real recording — replace with your own. 1. **Create the employee record** — Set up the new hire in the HR system. 2. **Provision accounts** — Create email, SSO, and core tool accounts. 3. **Grant role access** — Request and grant the access the role requires. 4. **Prepare equipment** — Arrange the laptop and any hardware. 5. **Run first-week onboarding** — Manager runs orientation and confirms setup is complete. 6. [fill in: step] 7. [fill in: step] ## Review checklist — common mistakes to avoid - [ ] Leaving the IT account and access steps vague - [ ] Treating onboarding as HR-only when IT and the manager are involved - [ ] Not confirming access was actually granted ## Limitations of this template A template is a starting structure. Your real account setup and access steps are captured best by recording an actual onboarding. --- Template: https://ledgerium.ai/sop-templates/employee-onboarding-sop-template · Generated automatically from a real recording, or fill in by hand. Template last updated: June 2026 From Ledgerium recordings: A generated onboarding SOP captures the IT account and access setup steps across systems, which is the part HR-written templates most often leave incomplete.