How to Onboard New Hires in ClickUp
Onboarding new team members in ClickUp is much easier when you follow a clear, repeatable structure. This guide walks you through a proven SyncUp framework so you can welcome new hires, build trust, and get them productive quickly.
Based on the ClickUp SyncUp for onboarding new hires, you will learn how to run your first meetings, align on expectations, and create an ongoing feedback loop that keeps both you and your new hire on track.
Why Use ClickUp for New Hire Onboarding
A structured onboarding plan inside ClickUp helps you turn a stressful first week into a predictable, organized experience for every new teammate.
This framework supports you in:
- Creating a consistent onboarding experience for all roles
- Building trust between managers and new hires from day one
- Clarifying expectations early to prevent confusion later
- Tracking tasks, meetings, and goals in one shared workspace
Instead of improvising each time someone joins, you can rely on a repeatable ClickUp-backed process that you refine over time.
Core Principles Behind the ClickUp SyncUp
The SyncUp model from the ClickUp blog is designed as a weekly, structured conversation between a manager and a direct report. When used for onboarding, the same structure gives your new hire a safe space to share concerns and ask questions.
The core principles are:
- Predictability: Same time every week, same structure.
- Trust: Space for your new hire to speak openly.
- Clarity: Alignment on goals, tasks, and expectations.
- Adaptability: A format you can evolve as the role grows.
Step 1: Prepare Your ClickUp Space for Onboarding
Before your new hire starts, set up the basics in ClickUp so they have everything they need ready on day one.
Create a Dedicated ClickUp Onboarding List
In your workspace, create a List or Folder specifically for onboarding new hires. This will host all tasks, docs, and recurring meetings related to their ramp-up.
Include tasks such as:
- Account access and tool setup
- Meet-the-team introductions
- Product, process, and culture training
- First project or shadowing assignments
Assign each task, add due dates, and attach any relevant documents or Loom videos.
Set Up a Recurring ClickUp SyncUp Task
Create a recurring task in ClickUp for your weekly SyncUp with the new hire. Add a checklist inside that mirrors the SyncUp agenda from the ClickUp blog.
Your recurring task might include sections like:
- Wins and highlights from the week
- Questions and blockers
- Projects and priorities review
- Feedback and career development topics
Step 2: Run the First ClickUp SyncUp with Your New Hire
Your first SyncUp sets the tone for your working relationship. Use ClickUp to structure the conversation and capture decisions.
Share the Purpose of the ClickUp SyncUp
Explain that the SyncUp is a weekly, protected time to:
- Clarify priorities and responsibilities
- Discuss any challenges early
- Track progress toward goals together
- Build a trusting, two-way partnership
Show them the SyncUp task in ClickUp so they see the agenda and know what to expect every week.
Co-Create Expectations in ClickUp
Open a Doc or task description inside ClickUp and write out expectations together. Cover topics like:
- How you will communicate (Slack, email, comments)
- Response time norms and working hours
- How work is prioritized and tracked
- How you both prefer to receive feedback
Because this lives in ClickUp, you can revisit and refine expectations anytime.
Step 3: Build a Weekly ClickUp SyncUp Agenda
Once the first meeting is done, turn your SyncUp into a steady rhythm. The structure recommended in the ClickUp SyncUp article can be adapted to onboarding.
Standard ClickUp SyncUp Sections
Use these sections as headings inside your recurring task or Doc:
- Check-in: How are you feeling this week?
- Wins: What went well since we last met?
- Blockers: What is confusing or slowing you down?
- Priorities: Review this week’s key tasks in ClickUp.
- Feedback: Share feedback both ways.
- Growth: Discuss skills to build and upcoming opportunities.
Link directly to relevant tasks, Docs, or dashboards in ClickUp so you can move from talk to action quickly.
Encourage Your New Hire to Prepare in ClickUp
Ask your new hire to add notes to the SyncUp task before each meeting, such as:
- Questions they want to cover
- Roadblocks or confusion
- Ideas or suggestions
- Highlights from the week
This habit makes your ClickUp SyncUp more efficient and ensures you cover what matters most to them.
Step 4: Track Onboarding Progress in ClickUp
Use ClickUp to visualize how your new hire is progressing over the first 30, 60, and 90 days.
Use ClickUp Statuses and Views
Assign onboarding tasks with clear statuses, such as:
- Not started
- In progress
- Needs review
- Complete
Then create different Views in ClickUp (List, Board, or Calendar) so you can quickly see what is coming up and what might be blocked.
Review Progress During Each ClickUp SyncUp
During your weekly SyncUp:
- Open the onboarding List in ClickUp
- Walk through upcoming tasks together
- Reassign or adjust due dates when needed
- Clarify any confusing steps on the spot
This keeps onboarding transparent and shows your new hire that you are actively supporting their success.
Step 5: Use ClickUp to Collect Feedback and Improve Onboarding
A strong onboarding process evolves over time. You can use ClickUp as a feedback hub to capture ideas and refine your approach.
Create a Dedicated Feedback Doc in ClickUp
Set up a Doc called something like “Onboarding Feedback – [Role]” and invite your new hire to add comments during their first 90 days.
Prompt them with questions such as:
- Which parts of onboarding were most helpful?
- Where did you feel lost or confused?
- Which documents or sessions should we add or remove?
- How can we better support future hires in this role?
Review this Doc during your SyncUps and convert insights into actionable tasks in ClickUp.
Turn Feedback into Repeatable ClickUp Templates
As your onboarding improves, save time by turning your best processes into templates inside ClickUp, like:
- Onboarding task lists per role
- Standard SyncUp agendas
- First-30-days learning plans
- Feedback forms and pulse checks
Templates make it simple to scale your onboarding as your team grows.
Next Steps and Helpful Resources
To dive deeper into the original SyncUp structure and see how the ClickUp team runs these meetings, read the full article on the ClickUp SyncUp for onboarding new hires from the official blog.
If you want expert help designing or optimizing your ClickUp onboarding system, you can also explore consulting support from Consultevo, which specializes in process and workspace optimization.
With a clear SyncUp structure, a dedicated onboarding space, and a steady rhythm of feedback, ClickUp becomes a powerful hub for welcoming new hires and helping them do their best work fast.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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