About this template
Welcome new sales team members seamlessly with this Sales Staff Onboarding Form template. Designed for HR professionals and sales managers, this form centralizes the essential data collection process for every new hire, capturing critical details such as legal names, job titles, direct contact information, emergency contacts, and anticipated start dates.
Streamlining the first days of employment is crucial for setting reps up for success. By using Doc2Form to turn this template into a ready-to-use Google Form, you can eliminate messy email chains and disorganized spreadsheets. New hires can easily submit their details from any desktop or mobile device before their first day on the job.
Whether you are scaling a fast-growing tech sales department or onboarding retail account executives, this structured intake form ensures you never miss a vital detail. Customize questions, adjust required fields, and immediately route responses to your internal HR tools to keep your department organized and audit-ready.
Key features
- Collect vital contact info and start dates in one submission.
- Mobile-friendly format for new hires to fill out on any device.
- Easily add custom questions for specific sales territories or quotas.
- Standardize the onboarding workflow across multiple departments.
- Instantly connect responses to Google Sheets for tracking.
Use cases
Onboarding new enterprise account executives and inside sales reps.
Collecting emergency contact and payroll setup information for new hi…
Collecting emergency contact and payroll setup information for new hires.
Gathering employee hardware and software access preferences before da…
Gathering employee hardware and software access preferences before day one.
What this form collects
- Full Name (Short answer)Enter your first, middle, and last name as it appears on your official government identification.
- Job Title (Short answer)Specify your official sales role or title (e.g., Account Executive, Business Development Rep).
- Personal Email Address (Short answer)Provide a reliable email address where we can send pre-boarding instructions.
- Work Phone Number (Short answer)Enter your primary mobile or direct phone number for urgent updates.
- Anticipated Start Date (Date)Select your official first day of employment.
- Emergency Contact Name (Short answer)Provide the full name of the person we should contact in case of an emergency.
- Emergency Contact Phone & Relationship (Paragraph)Include their phone number and how they are related to you (e.g., Spouse, Parent, Sibling).
- T-Shirt Size / Swag Preferences (Dropdown)Let us know your size so we can send your new hire welcome kit.
- Signed Offer Letter & Documents (Paragraph)Please paste a shareable link (Google Drive, Dropbox) to your signed offer letter and onboarding paperwork.
FAQ
How do I customize this template for my company?
Once you convert this template using Doc2Form, you can freely edit questions, add new sections, and adjust settings directly within Google Forms.
Can new hires fill this out on their mobile phones?
Yes. Google Forms are fully responsive, allowing new employees to complete their onboarding documentation easily from smartphones or tablets.
Where are the onboarding responses stored?
All submissions are automatically saved to a secure Google Sheet linked to your form, making it easy to review and export data.
Can I add file upload fields for signed documents?
While Google Forms handles file uploads when restricted to your workspace domain, you can also collect document links (such as signed offer letters via Google Drive) using text fields.
Is this form template free to use?
Yes, you can instantly convert this template into a fully functional Google Form at no cost using Doc2Form.
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.