Streamline employee onboarding with a customizable checklist tool that adapts to your HR process and supports your team's success.


Set up onboarding workflows tailored to your team’s process. Add only the steps and views you need, and adjust easily as your needs change.
Connect spreadsheets, HR systems, and task managers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your onboarding process.
Give each teammate a streamlined onboarding experience. Set up secure logins, user groups, and detailed permissions—no IT tickets or dev work needed.
Give HR, managers, and new hires tailored access and dashboards so each role sees only their onboarding tasks.
Give HR, managers, and new hires tailored access and dashboards so each role sees only their onboarding tasks.
Connect with tools like Make, Zapier, or N8N to automate onboarding reminders and task tracking.
Access and update onboarding checklists from any device. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to onboarding workflows.
Keep onboarding data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every step.
HR teams get instant answers on onboarding steps and status—AI works right inside your checklist for quick, accurate help.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Build your onboarding checklist tool in minutes with drag-and-drop blocks and ready-made templates.
Easily add steps, forms, or automations as your onboarding process changes—no rebuilding required.
Manage checklists, employee records, and internal tasks—all in one place, with no extra tools needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An onboarding checklist tool is a secure, interactive space where new team members, clients, or users can access a personalized list of tasks they need to complete as part of their onboarding process. It centralizes important information, forms, and resources in one place, so you don’t have to rely on scattered emails or spreadsheets. This streamlines onboarding, makes tracking progress easier, and helps everyone stay organized and informed.
Softr makes it simple to build an onboarding checklist tool tailored to your workflow. You can connect data from sources like Airtable, Notion, HubSpot, monday.com, SQL, and more, and set up a portal where users can view their onboarding tasks, submit forms, upload documents, and track their own progress—all in one place.
There’s no coding required. Start with a template or design from scratch, customize the layout, set up task visibility, and brand the tool to match your organization. It’s fast to launch, easy to update, and flexible enough to adapt as your onboarding process evolves. This keeps onboarding smooth, professional, and efficient.
You can add a variety of features to your onboarding checklist tool, depending on your specific needs. Common options include:
\- User logins – so each person sees only their own onboarding tasks and progress
\- Custom dashboards – to show task status, upcoming deadlines, or completion rates
\- Forms – for gathering new hire details, signatures, or feedback
\- File sharing – so users can upload necessary documents securely
\- Search and filters – to easily sort and find specific tasks or resources
\- Tables, lists, and detail views – for tracking checklists, contacts, or key milestones
\- Comments or status updates – to facilitate communication during onboarding
\- Charts – to visualize onboarding progress or completion metrics
\- Calendar view – for tracking important onboarding dates and deadlines
\- Permissions and roles – to control who can view or edit different parts of the tool
All of these features are available in Softr’s drag-and-drop builder, so you can create and update your checklist tool as your process changes—no coding needed.
No coding is necessary. You can build your onboarding checklist tool entirely with Softr’s visual editor. Everything from the overall layout to task assignments and permissions can be managed without writing a single line of code.
Yes. You can manage multiple onboarding checklists or teams within a single onboarding checklist tool. Each user only sees the checklists and tasks assigned to them, based on their login and role. This is helpful for organizations or managers who need to onboard several users or teams at once, all in one place.
Softr supports a wide variety of data sources for your onboarding checklist tool. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one data source. You can integrate multiple sources into your onboarding checklist tool and display them side by side—allowing you to pull in checklist items from different platforms at once. Most sources support real-time, two-way sync, so any changes in your tool or connected data sources stay updated automatically.
Yes, Softr gives you complete control over how users experience your onboarding checklist tool. You can customize the layout, navigation, and content to fit your onboarding process and branding. Each page or checklist block can be shown or hidden based on who’s logged in, so each user or team member only sees the onboarding tasks relevant to them.
You can also set up different user roles, such as admin, manager, or new hire, and define what each can view or edit. For example, new hires can see only their own onboarding checklists, while managers can track progress across multiple users. You can also provide personalized views by filtering tasks based on the logged-in user.
This level of customization helps make onboarding clear, secure, and tailored for each person involved.
Yes, you can. You don’t need to import your data from another platform to start using the onboarding checklist tool in Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your onboarding checklists.
If you do have existing data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to integrate data from other sources. Either way, you have full control over how your onboarding data is organized and displayed.
Yes, you can fully white-label your onboarding checklist tool in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tool feel like a seamless part of your organization. All Softr branding can be removed, so users engaging with your onboarding process only see your company’s identity throughout their experience.
Absolutely. Softr offers a lot of flexibility to control the design and layout of your onboarding checklist tool. You can adjust colors, fonts, spacing, and the structure of each checklist or page to match your brand. You decide how each section is organized, where different blocks go, and what each user sees when they log in.
To display your onboarding steps and resources, you can use different types of blocks depending on your needs:
\- Table blocks – to track onboarding tasks or progress
\- List or Card blocks – to present resources or step-by-step guides
\- Detail View – to show more information on a specific onboarding item
\- Forms – to collect information or feedback from new users
\- Charts – to visualize completion rates or timelines
\- Calendar blocks – to display key onboarding milestones or deadlines
If your process changes over time, it’s easy to update your tool right in the visual builder.
Softr is designed with security as a top priority. All data associated with your onboarding checklist tool is encrypted during transit (TLS) and at rest, and your tool is hosted on secure, reliable infrastructure. You have full control over who can access and interact with information in your onboarding flow—set up role-based permissions, manage users via your connected data source, apply visibility rules, and enforce global restrictions to keep sensitive onboarding data protected.
If you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t permanently store that data—it just displays it in real time according to your access settings. You’re always in control of who can view or edit onboarding information.
Softr also follows industry best practices for authentication, access control, and ongoing monitoring to safeguard your onboarding data.
You can get started for free. Softr’s Free plan lets you publish one onboarding checklist tool with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your onboarding checklist needs more users or advanced features, you can upgrade to a paid plan at any time. For the latest pricing details, check: <https://softr.io/pricing>
Softr is designed to make creating user-facing tools like onboarding checklists, portals, and internal apps easy and accessible—no coding required. What makes Softr unique is how quickly you can go from idea to a fully working onboarding checklist, and how seamlessly it connects with your existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is built for teams who want full control over layout, user experience, and permissions. You can pull in real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, fully branded onboarding experiences that users can access online.
You have total visual control—from the onboarding steps and design to user visibility. Plus, with features like user roles, forms, conditional logic, and API support included out of the box, you won’t need extra tools to launch a polished onboarding checklist.
Yes, Softr supports a wide range of integrations to connect your onboarding checklist tool to the rest of your tech stack. You can automate tasks using Zapier, Make, or N8N, and connect with other platforms like Slack for notifications or Google Drive for document management. Softr also supports REST API and webhooks for more advanced workflow automations.
Whether you want to trigger onboarding reminders, sync new employee data, or fetch information from other systems, you can automate it directly within your onboarding checklist tool—without writing any code.