Intro

This customer onboarding template helps HR and People teams roll out a new HR SaaS platform with a clear path from account activation to go-live. It combines implementation tasks, communication planning, and self-serve resources in one client-facing space—so nothing gets lost in email threads. Use it to speed up time to value and keep stakeholders aligned throughout onboarding.

Who it's for

Customer Success Managers and Implementation Managers at HR SaaS companies, plus HR Ops / People Ops leads on the customer side who own rollout, compliance, and internal adoption.

What's inside

• Welcome hub: Intro video, onboarding overview, key contacts, and help center resources in one place
• Login & first steps plan: Guided milestones for activating admin access and getting familiar with the platform
• Platform setup action plan: Structured implementation checklist (policies, documents, employee invites, integrations) to drive go-live
• Progress tracking: Live milestone progress views across multiple action plans for transparent status updates
• Internal communication plan: Table + rollout guidance to prepare intranet content and launch announcements
• Feedback forms: Quick pulse checks after setup and post go-live to capture issues and improve adoption

Why use this template

A structured customer onboarding template reduces implementation drag by turning scattered tasks, docs, and stakeholder questions into a single shared plan. That means fewer follow-ups, clearer ownership, and smoother handoffs from setup to adoption.

This template is especially useful when go-live depends on multiple workstreams—technical setup, policy/document completion, and employee communications—because it pairs a detailed action plan with a communication framework. The built-in progress tracking helps teams spot blockers early and keep momentum toward go-live.