About this template
Managing staff transitions efficiently is critical for maintaining security, operational continuity, and accurate internal records. This Employee Onboarding and Offboarding Google Form template simplifies the collection of essential data for both new hires entering the company and departing employees wrapping up their tenure. By utilizing a single, structured form, HR teams, department managers, and IT administrators can seamlessly track notice types, work locations, divisions, business units, and specific logistical requirements.
The template captures vital administrative details including start and end dates, designated workspaces, manager names, and required access types for software or facilities. Standardizing this data eliminates miscommunication between HR, IT, and facilities teams during employee transitions. Whether you are scaling up your team with new talent or conducting exit procedures, Doc2Form allows you to deploy this professional template instantly as a Google Form, ensuring all necessary transition information is organized and securely stored in one place.
Key features
- Unified workflow for both employee onboarding and offboarding
- Capture exact start and end dates alongside job function details
- Collect specific workspace and system access requirements
- Standardize division and business unit tracking for HR records
- Instantly deployable as a Google Form with zero coding required
Use cases
Processing new hire paperwork and initial equipment provisioning requ…
Processing new hire paperwork and initial equipment provisioning requests
Collecting exit details and equipment return checklists from departin…
Collecting exit details and equipment return checklists from departing staff
Transferring internal departmental data when an employee changes role…
Transferring internal departmental data when an employee changes roles or business units
Coordinating facilities and IT access permissions for remote or hybri…
Coordinating facilities and IT access permissions for remote or hybrid workers
What this form collects
- Notice Type (Multiple choice)Select whether this submission is for onboarding a new hire or offboarding a departing employee.
- Employee Full Name (Short answer)Enter the first and last name of the employee.
- Title / Function (Short answer)Specify the employee's job title or functional role.
- Work Email (Short answer)Enter the company email address assigned to the employee.
- Work Phone Number (Short answer)Enter the primary business phone number or extension.
- Division (Short answer)Indicate the broader company division.
- Business Unit (Short answer)Specify the exact department or business unit.
- Employee Location (Dropdown)Select the primary office location or remote status.
- Manager / N+1 Full Name (Short answer)Enter the name of the direct supervisor or manager.
- Start Date (Date)For new hires, enter their official first day of work.
- End Date (Date)For departing employees, enter their final day of employment.
- Work Space (Short answer)Specify desk assignment, office number, or equipment kit details.
- Access Type (Checkboxes)Select the level of system and physical access required or to be revoked.
- Other Requirements (Paragraph)List any specialized hardware, software licenses, or training prerequisites.
- Additional Information (Paragraph)Provide any further notes, special instructions, or context for IT and HR teams.
FAQ
How does Doc2Form help me use this template?
Doc2Form instantly converts this structured template into a ready-to-use Google Form in your Google Drive with a single click.
Can I customize the questions on this form?
Yes, once the form is generated in your Google account, you can fully edit, add, or remove any questions using the standard Google Forms editor.
Is this template suitable for remote employees?
Absolutely. It includes fields for work location, workspace type, and digital access requirements, making it ideal for distributed teams.
Who should fill out this form?
Typically, HR professionals or hiring managers complete this form to initiate or conclude a staff transition, ensuring all operational departments are aligned.
Where are form responses saved?
All submissions are automatically saved to a connected Google Sheet stored securely in your Google Drive.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.