Monday.com Dropdown Template for Employee Onboarding

Employee Onboarding Template Overview

Automate new hire setup with department-specific task cascading.

Board Structure

Groups

• Upcoming
• In Progress
• Completed

Columns

Column	Type	Purpose
Employee	Text	Track employee
Department	Dropdown	Options: Engineering, Sales, Marketing, Operations, Finance, HR
Role	Text	Track role
Start Date	Date	Track start date
Phase	Dropdown	Options: Pre-Start, Day 1, Week 1, Month 1, Month 3, Complete
Buddy	Person	Track buddy
IT Setup	Dropdown	Options: Pending, Laptop Ordered, Accounts Created, Software Installed, Complete

## Dropdown Configuration

Department

Options: Engineering → Sales → Marketing → Operations → Finance → HR

Phase

Options: Pre-Start → Day 1 → Week 1 → Month 1 → Month 3 → Complete

IT Setup

Options: Pending → Laptop Ordered → Accounts Created → Software Installed → Complete

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Phase changes to Day 1 → notify buddy + create Day 1 checklist
• When Phase changes to Week 1 → schedule 1:1 with manager + assign training
• Cascade: Department → Role → Onboarding Tasks

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Upcoming, In Progress, Completed
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships