Employee onboarding checklist

How it works

1. Group tasks by stage

   Represent each stage as a title and an array of task, owner, and status tuples.

2. Render the same table structure

   A local function creates the stage heading and fills its table. The task data changes while the document structure stays consistent.

3. Leave an editable working record

   Save the DOCX so the receiving team can update statuses, and use the generated PDF for a printable overview.

The example below shows the document API and layout used for this report. Follow the Word guide for package setup in your own project.

using System.IO;
using OfficeIMO.Word;

namespace OfficeIMO.Examples.Showcase.Workflows;

/// <summary>Builds a printable onboarding checklist with tasks grouped by the employee journey.</summary>
internal static class OnboardingChecklist {
    internal static void Create(string folder) {
        using WordDocument document = WordDocument.Create(Path.Combine(folder, "example.docx"));
        document.Settings.FontSize = global::OfficeIMO.OfficeLength.Points(11);
        document.AddParagraph("A good first week").Style = WordParagraphStyles.Heading1;
        document.AddParagraph("Employee onboarding | Team: Customer Operations | Buddy: Morgan Chen");
        document.AddParagraph("Use this checklist to agree who prepares each item and record completion.");

        AddStage("Before arrival", new[] {
            ("Equipment and access", "IT", "Ready"),
            ("Welcome schedule", "Manager", "Ready"),
            ("Buddy introduction", "Team buddy", "Planned")
        });
        AddStage("Day one", new[] {
            ("Workspace and safety tour", "Facilities", "Planned"),
            ("Role and expectations", "Manager", "Planned"),
            ("First service walkthrough", "Team buddy", "Planned")
        });
        AddStage("By the end of week one", new[] {
            ("Complete a supported task", "Employee", "Planned"),
            ("Review questions and blockers", "Manager", "Planned")
        });
        foreach (WordParagraph paragraph in document.Paragraphs) {
            paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(11);
            paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(7D);
            if (paragraph.Style == WordParagraphStyles.Heading1) {
                paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(26);
                paragraph.Bold = true;
                paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(12D);
            } else if (paragraph.Style == WordParagraphStyles.Heading2) {
                paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(15);
                paragraph.Bold = true;
                paragraph.LineSpacingBefore = global::OfficeIMO.OfficeLength.Points(12D);
                paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(6D);
            }
        }
        foreach (WordTable styledTable in document.Tables) {
            styledTable.SetWidthPercentage(100);
            styledTable.SetColumnWidthsPercentage(50, 25, 25);
            foreach (var row in styledTable.Rows) {
                foreach (var cell in row.Cells) {
                    cell.MarginTop = global::OfficeIMO.OfficeLength.Centimeters(0.1D);
                    cell.MarginBottom = global::OfficeIMO.OfficeLength.Centimeters(0.1D);
                    foreach (var paragraph in cell.Paragraphs) {
                        paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(11);
                        paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(3D);
                    }
                }
            }
        }
        WorkflowFooter.Add(document, "A good first week");
        document.Save();

        void AddStage(string title, (string Task, string Owner, string Status)[] tasks) {
            document.AddParagraph(title).Style = WordParagraphStyles.Heading2;
            WordTable table = document.AddTable(tasks.Length + 1, 3, WordTableStyle.TableGrid);
            string[] headers = { "Task", "Owner", "Status" };
            for (int column = 0; column < 3; column++) {
                table.Rows[0].Cells[column].Paragraphs[0].Text = headers[column];
                table.Rows[0].Cells[column].Paragraphs[0].Bold = true;
                table.Rows[0].Cells[column].ShadingFillColor = OfficeColor.Parse("E8EEF8");
            }
            for (int row = 0; row < tasks.Length; row++) {
                table.Rows[row + 1].Cells[0].Paragraphs[0].Text = tasks[row].Task;
                table.Rows[row + 1].Cells[1].Paragraphs[0].Text = tasks[row].Owner;
                table.Rows[row + 1].Cells[2].Paragraphs[0].Text = tasks[row].Status;
            }
        }
    }
}

Use this in your project

Use the same structure for equipment handovers, event preparation, or a service launch. Add stages only when they help readers understand when the work should happen.

The Word guide explains package setup and related document APIs.

Continue with another example

• WordMeeting minutes and actions
• WordA concise policy brief
• ExcelA project workbook with a summary