Employee onboarding form template
Gather a new hire's details, banking, and signed policies before their first morning.
11 fields. Free to start. No card, and nothing to install.
Who uses it
People teams, payroll administrators, and small business owners who do their own hiring. The shape is the same whether you file a P45 in the UK, a W-4 in the United States, or a tax file number declaration in Australia.
The problem it solves
A new starter's details arrive across four channels, and payroll discovers on the Thursday that the account number is one digit short. The hire's first week is spent chasing a form instead of learning the job.
How this handles it
One link covers the whole set, so the hire fills it in at home the week before. A required field is enforced on the server as well as in the browser, which means an incomplete record cannot reach payroll at all. Signed policy acknowledgements sit in the same submission as the bank details, so the personnel file is assembled rather than collated.
Personal details
Role and payroll
Emergency contact
Passport or national identity card, plus any work authorisation.
For agents
What an agent does with this form
An onboarding agent creates the submission from an offer record, filling the role, the start date, and the title, then sends the hire a link to complete only the personal fields. The contract tells it which ids are required, so it never asks a person for something the system already holds.
The template is published as JSON at
/templates/employee-onboarding.json.
Read it to learn every field id, then post values keyed by those ids.
A field id is stable. A label is not.
{
"values": {
"eo_name": "Jordan Ellery",
"eo_email": "person@example.com",
"eo_phone": "+44 20 7946 0958",
"eo_dob": "2026-09-09",
"eo_address": "A short factual answer."
},
"idempotency_key": "employee-onboarding-2026-09-09-001",
"agent": {
"name": "your-agent"
}
}Authorization: Bearer ifk_submit_…. Or connect over MCP at /mcp.Questions about employee onboarding forms
Where do the bank details end up?
In the submission record for that workspace, and in the emailed PDF if the workspace has recipients configured. Restrict the recipient list before you use this template, because a salary account should not sit in a shared team inbox.
Can a hire come back and finish later?
Send the link again and they start a fresh submission. There is no half-saved draft on the server by design, so a partly filled personnel record cannot leak from a shared device.
How do we handle different countries on one form?
Keep the bank field free text and label it for both formats, as this template does. A single global form with a wide field beats a per-country fork that nobody keeps current.
Is the handbook acknowledgement legally useful?
It records that a named person signed on a given date, which is the usual evidentiary bar for a policy acknowledgement. Keep the handbook version number in the form text so you can prove which edition was accepted.
Create this form in your own workspace.
The template loads as a draft. Change every field, or send it as it stands.
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