Shared Product Blueprint

Onboarding Checklist

A read-only Product Blueprint created with IdeaMade.

New hire onboarding checklist

Onboarding Checklist

A small-company app where an admin maintains one onboarding template, generates a checklist for each new hire with owners and due dates derived from the start date, and task owners mark their assigned tasks done. Checklists complete when all required tasks are done, and overdue tasks are flagged.

Users and roles

The people who interact with the product.

Admin

The operations lead who maintains the onboarding template, creates new hire checklists, and assigns task owners. Sees everything.

  • Keep one up-to-date onboarding template
  • Create a checklist for each new hire from the template
  • Assign an owner to every task

Task owner

Any team member who owns one or more onboarding tasks. Sees the tasks assigned to them and marks them done.

  • See the tasks assigned to me sorted by due date
  • Spot overdue tasks
  • Mark my tasks done

Key workflows

The main paths users take to reach an outcome.

Sign inCore
1

Sign inEnter credentials for an admin-created account.

Outcome: The team member is signed in and sees the pages their role allows.
Maintain the onboarding templateAdminCore
1

Open the templateView template tasks with owner, due day offset, and required or optional.

2

Add or edit a template taskSet title, owner, due day offset, and required or optional.

Outcome: The template reflects the current onboarding process; existing checklists are unchanged.
Create a new hire checklistAdminCore
1

Open new hire checklistsView existing new hires with their progress.

2

Create a checklistEnter the new hire's name, role, and start date; the current template tasks are copied and due dates are computed.

3

Review the checklist detailCheck every task has an owner and adjust owners if needed.

Outcome: A checklist exists for the new hire with tasks copied from the template, owners assigned, and due dates computed from the start date.
Complete an assigned taskTask ownerCore
1

Open my tasksSee assigned tasks sorted by due date with overdue ones marked.

2

Mark a task doneMark the task done; the app records who completed it and when.

3

Check checklist progressThe admin sees updated progress and completion once all required tasks are done.

Outcome: The task is marked done with the completer and timestamp recorded, and checklist progress updates.

Pages

5 pages in the MVP

Sign inLet team members with admin-created accounts sign in. There is no self sign-up or invitation flow.
Public
Sign in
TemplateAdmin-only view of the single onboarding template: list template tasks with owner and due day offset, add and edit tasks, and assign team members to roles. Changes here do not affect checklists that already exist.
Signed in
Template
New hire checklistsAdmin-only list of new hires with progress; create a checklist for a new hire, which copies the current template tasks and computes due dates from the start date.
Signed in
New hire checklists
New hire nameRoleStart dateStatus
Checklist detailShow all tasks for one new hire with owner, due date, and status; flag overdue tasks, allow owner assignment, and show completion when all required tasks are done.
Signed in
Checklist detail
New hire nameRoleStart dateStatus
My tasksTask owner view of the tasks assigned to the signed-in person, sorted by due date, with overdue tasks marked; mark tasks done.
Signed in
My tasks

Product decisions

Choices you can confirm directly in the Blueprint.

Assumptions

Items that should be verified before implementation.

Team members are represented as accounts created and assigned to roles by the admin; there is no self sign-up or invitation flow.

High impactAccepted

The company keeps exactly one onboarding template shared by all new hires.

Medium impactAccepted

No email or calendar reminders, notifications, uploads, e-signatures, integrations, or AI are included in this first version.

Medium impactAccepted