Team onboarding

Onboarding checklist

Give a new hire a clear first week with tasks, owners, and due dates.

File types: PDF
Size: A4 PDF
Use case: Team onboarding
Licence: Free to copy and use in your own templates
Source: Made by thirds.ai with the open-licence Outfit and Public Sans fonts, original graphic marks, and fictional sample names.

A portrait onboarding checklist with a black top header naming Theo Ellery and Halcyon Studio, a white body with green circular check icons beside each task, black and teal status pills, and a teal seven tasks banner above a black footer. — onboarding-checklist/template.html

About this design

What you can make with it.

Managers hand this to a new teammate on their first day. It gives a short welcome note, then lists each task with its area, owner, due date, and status, next to a quick progress line. Fill in the tasks and owners fresh for every new starter you welcome.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

Company nameA short text.
Employee nameA short text.
RoleA short text.
Start dateA short text.
ManagerA short text.
WelcomeA longer text with more than one line.
ItemsA list of items. Each item has area, task, owner, due and status.
ProgressA short text.
First weekA longer text with more than one line.
ContactA short text.
FooterA short text.

{
  "company_name": "Halcyon Studio",
  "employee_name": "Theo Ellery",
  "role": "Junior producer",
  "start_date": "2026-10-05",
  "manager": "Priya Nandakumar",
  "welcome": "Welcome to Halcyon. Your first week is for looking closely: sit inside a live brief, meet the pod behind it, and learn how we turn a brief into finished work.",
  "items": [
    {
      "area": "People",
      "task": "Meet your studio pod and the account leads",
      "owner": "Priya Nandakumar",
      "due": "2026-10-05",
      "status": "Booked"
    },
    {
      "area": "Workspace",
      "task": "Set up your studio email, drive, and time tracker",
      "owner": "Tom Aldous",
      "due": "2026-10-05",
      "status": "Ready"
    },
    {
      "area": "Brand systems",
      "task": "Read the guideline library for three live clients",
      "owner": "Theo Ellery",
      "due": "2026-10-06",
      "status": "To do"
    },
    {
      "area": "Tools",
      "task": "Get access to the studio's design and proofing kit",
      "owner": "Tom Aldous",
      "due": "2026-10-06",
      "status": "Ready"
    },
    {
      "area": "Client work",
      "task": "Shadow a client review call as a note-taker",
      "owner": "Priya Nandakumar",
      "due": "2026-10-08",
      "status": "Planned"
    },
    {
      "area": "Craft",
      "task": "Complete the type and grid warm-up brief",
      "owner": "Theo Ellery",
      "due": "2026-10-09",
      "status": "To do"
    },
    {
      "area": "Studio rituals",
      "task": "Join Friday crit and share one piece of work",
      "owner": "Priya Nandakumar",
      "due": "2026-10-09",
      "status": "Planned"
    }
  ],
  "progress": "7 tasks · week one",
  "first_week": "By Friday, know the studio's brief-to-delivery rhythm and share one idea in crit.",
  "contact": "Priya Nandakumar · priya@halcyonstudio.example",
  "footer": "Sign and return a copy to the studio manager by your second day."
}

For developers

Make this file from your code or your AI tools.

Save your copy once, then send the new details with each request. Each finished file costs 1 credit.

curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: onboarding-checklist-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"company_name":"Halcyon Studio","employee_name":"Theo Ellery","role":"Junior producer","start_date":"2026-10-05","manager":"Priya Nandakumar","welcome":"Welcome to Halcyon. Your first week is for looking closely: sit inside a live brief, meet the pod behind it, and learn how we turn a brief into finished work.","items":[{"area":"People","task":"Meet your studio pod and the account leads","owner":"Priya Nandakumar","due":"2026-10-05","status":"Booked"},{"area":"Workspace","task":"Set up your studio email, drive, and time tracker","owner":"Tom Aldous","due":"2026-10-05","status":"Ready"},{"area":"Brand systems","task":"Read the guideline library for three live clients","owner":"Theo Ellery","due":"2026-10-06","status":"To do"},{"area":"Tools","task":"Get access to the studio'"'"'s design and proofing kit","owner":"Tom Aldous","due":"2026-10-06","status":"Ready"},{"area":"Client work","task":"Shadow a client review call as a note-taker","owner":"Priya Nandakumar","due":"2026-10-08","status":"Planned"},{"area":"Craft","task":"Complete the type and grid warm-up brief","owner":"Theo Ellery","due":"2026-10-09","status":"To do"},{"area":"Studio rituals","task":"Join Friday crit and share one piece of work","owner":"Priya Nandakumar","due":"2026-10-09","status":"Planned"}],"progress":"7 tasks · week one","first_week":"By Friday, know the studio'"'"'s brief-to-delivery rhythm and share one idea in crit.","contact":"Priya Nandakumar · priya@halcyonstudio.example","footer":"Sign and return a copy to the studio manager by your second day."}}'

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "onboarding-checklist-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "company_name": "Halcyon Studio",
          "employee_name": "Theo Ellery",
          "role": "Junior producer",
          "start_date": "2026-10-05",
          "manager": "Priya Nandakumar",
          "welcome": "Welcome to Halcyon. Your first week is for looking closely: sit inside a live brief, meet the pod behind it, and learn how we turn a brief into finished work.",
          "items": [
            {
              "area": "People",
              "task": "Meet your studio pod and the account leads",
              "owner": "Priya Nandakumar",
              "due": "2026-10-05",
              "status": "Booked"
            },
            {
              "area": "Workspace",
              "task": "Set up your studio email, drive, and time tracker",
              "owner": "Tom Aldous",
              "due": "2026-10-05",
              "status": "Ready"
            },
            {
              "area": "Brand systems",
              "task": "Read the guideline library for three live clients",
              "owner": "Theo Ellery",
              "due": "2026-10-06",
              "status": "To do"
            },
            {
              "area": "Tools",
              "task": "Get access to the studio's design and proofing kit",
              "owner": "Tom Aldous",
              "due": "2026-10-06",
              "status": "Ready"
            },
            {
              "area": "Client work",
              "task": "Shadow a client review call as a note-taker",
              "owner": "Priya Nandakumar",
              "due": "2026-10-08",
              "status": "Planned"
            },
            {
              "area": "Craft",
              "task": "Complete the type and grid warm-up brief",
              "owner": "Theo Ellery",
              "due": "2026-10-09",
              "status": "To do"
            },
            {
              "area": "Studio rituals",
              "task": "Join Friday crit and share one piece of work",
              "owner": "Priya Nandakumar",
              "due": "2026-10-09",
              "status": "Planned"
            }
          ],
          "progress": "7 tasks · week one",
          "first_week": "By Friday, know the studio's brief-to-delivery rhythm and share one idea in crit.",
          "contact": "Priya Nandakumar · priya@halcyonstudio.example",
          "footer": "Sign and return a copy to the studio manager by your second day."
        }
      }
    }
  }
}