Onboarding plan for trades & construction
For the workshop and the building site, with protective equipment, registration with the accident insurance institution, accident prevention instruction and tool and machine induction instead of Slack and SSO.
- No sign-up
- No newsletter
- Free to use
What is in the template?
Ready to use, with formulas, sample data and a legend.
- Tasks grouped: before day 1, week 1, month 1, month 3
- An owner per task (pre-filled per industry)
- Deadlines relative to the joining date, calculated automatically
- A status column with a dropdown (open / in progress / done)
- Pre-filled: protective equipment (helmet, safety boots), accident insurance registration, safety instruction
- Tool and machine induction as well as site accompaniment
When does the template fit?
Ideal as an interim solution or for small teams, with clear limits.
- Workshop, building site, installation, plumbing, electrical
- Landscaping, painting, joinery
- Service and maintenance businesses with field staff
A checklist reminds nobody. A workflow does.
Excel checklists work for the first new employee and are forgotten by the third. MetronHR turns the onboarding plan into a reusable workflow: tasks are assigned automatically, owners are reminded, and the status per employee is documented with editor and timestamp and linked to the personnel file.
| Excel template | MetronHR | |
|---|---|---|
| Upkeep | Manual upkeep | Automatic calculations |
| Approvals | No workflows | Approval workflow |
| Reminders | No reminders | Reminders |
| Team | Copy again for every employee | One central source for the whole team |
Frequently asked questions
Answers on usage and legal aspects.
Question not answered here? Every step is explained in the help centre.
Send us a messageWhich trade-specific duties does the template contain?
Specifically: personal protective equipment (helmet, safety boots, high-visibility vest, gloves), registration with the responsible accident insurance institution (BG BAU, for example), safety instruction under the accident prevention rules, tool and machine induction, fire safety, a driving licence check for company vehicles. The owners are site management, the foreman, the workshop and the office.
How often do accident prevention instructions have to be repeated?
Accident prevention instructions must be repeated and documented at least annually, and immediately for new tasks or hazards. The initial instruction during onboarding is included in the template as a task in week 1; annual repeats can be set up in MetronHR as a recurring workflow.
Can I adapt the default tasks?
Yes. The template is openly editable: add specialist training (working at height, machine operator licences, asbestos, scaffolding), trade-specific tools or additional certificates as needed.
What does MetronHR actually bring to the building site?
A personnel file with stored certificates (driving licence, accident insurance registration, safety instruction confirmation) and automatic reminders for expiry dates (driving licence checks, occupational health examinations). Plus time tracking via the mobile app from the site and workflow reminders for repeat instruction.
Templates are a start. MetronHR is the answer.
When Excel reaches its limits in a team, MetronHR takes over the process. Try it free for 14 days.
- No credit card required
- Ready quickly
- Cancel monthly
- Full access to every feature
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