A process document sample is best drawn from a process with many hand-offs, because hand-offs are what a process document exists to show. New-hire onboarding is that process: three roles, six tasks, four hand-offs between them, from an offer accepted to a first review date set. It fits on a page, and each task points at a procedure. The process documentation template on this site sizes the page from those counts and prints the reading time and the hand-off count, free and without an account.
Boundary and roles
Trigger: an offer is accepted. End state: the person has access, equipment, a completed training set and a first review date. Roles: hiring manager, IT, HR. Out of scope: the recruitment process before the offer, and the probation review after the first review date, each documented separately.
Tasks and the four hand-offs
Task 1, HR issues the contract. Hand-off to IT. Task 2, IT creates access. Task 3, IT issues equipment. Hand-off to the manager. Task 4, the manager runs the first-day induction. Hand-off to HR. Task 5, HR records the training sign-offs. Hand-off to the manager. Task 6, the manager sets the first review date. Four hand-offs, each marked with what is passed and what tells the receiver it arrived.
Controls and records
Control 1: access is not created before the contract is signed, at task 2. Control 2: equipment is recorded against the person, at task 3. Control 3: training sign-offs are complete before the review date is set, at task 6. Records: the signed contract, the access log, the equipment record, the training sign-offs, the review date entry.
Why this is a process and not a checklist
Most businesses run onboarding as a checklist, and it works until a hand-off is missed: access created for someone whose contract was never signed. The process document shows the hand-offs and the control at each; the procedures beneath hold the steps. RunbookDesk Pro keeps them linked, with the process's version separate from each procedure's.
Questions people ask about process document sample
Should onboarding be one process or several?
One process with six procedures. The hand-offs between HR, IT and the manager are the reason it is a process at all.
What does the template count?
Tasks, roles, hand-offs and controls, and it prints the page count, reading time and hand-off count from them.
Is it free?
Yes, without an account. Keeping the process linked to its procedures with version histories is the paid product.