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Onboarding Video Templates

An onboarding video template gives you a structured starting point for walking a new hire or a new customer through their first week. Choose a template, upload your handbook, benefits PDF, or setup checklist, and Leadde generates editable scenes, narration, subtitles, and visuals.

9 video types

What Is an Onboarding Video Template?

An onboarding video template is a reusable video framework for People Ops and customer success teams who deliver the same first-week explanation to every new person, one at a time. It sequences information the way a newcomer meets it — what happens now, what happens this week, and who to ask when something is unclear.

Rather than starting from an empty project, the template provides the scene order, script structure, a narration tone suited to someone new and slightly overwhelmed, and a visual direction that keeps policy detail on screen while the narration stays plain. Leadde builds an editable first draft from your existing handbook or setup documentation, so the version everyone watches matches the version HR maintains.

What Is an Onboarding Video Template?

How to Create an Onboarding Video with Leadde

Step 1: Choose by audience and week

Step 1: Choose by audience and week

Employee onboarding and customer onboarding need different templates, and week one needs a different template from day one.

Step 2: Upload the document you already maintain

Add the handbook, offer pack, benefits summary, or account setup checklist as PPTX, PDF, DOC, DOCX, or TXT, up to 200 MB.

Step 3: Edit the parts that change by region or role

Adjust deadlines, entitlements, and contact names per scene. Where policy differs by country, duplicate the scene rather than generalizing the wording.

Step 4: Publish where new joiners already look

Export an HD MP4 for your learning platform, or share a Leadde hosted link with password protection for pre-start delivery before IT accounts exist.

Create an Onboarding Video From a Handbook or Setup Checklist

The onboarding content is almost always already written. It is just written as a 40-page PDF nobody finishes in week one. Leadde reorganizes that material into short, watchable segments while the source document stays intact.

You can turn:

An employee handbook into a welcome video and a separate policy segment

A benefits summary into an enrolment walkthrough tied to the real deadline

An IT access checklist into a tools setup video that reduces first-week helpdesk tickets

A customer implementation plan into an account setup video for new logos

When the handbook is revised, upload the new version and regenerate only the affected segments.

Create an Onboarding Video From a Handbook or Setup Checklist

Onboarding Video Use Cases

People Ops and customer success teams repeat the same first-week explanation one person at a time. These are the points where that repetition costs the most and a recorded version fits cleanly.

Distributed and pre-start onboarding

New hires in other time zones miss the live session. Send a hosted link they can watch before their laptop arrives.

Distributed and pre-start onboarding

Benefits enrolment before the deadline

Enrolment questions arrive the week it closes. Turn the benefits PDF into a walkthrough with the dates on screen.

Benefits enrolment before the deadline

Customer onboarding for CS teams

Every new account gets the same kickoff call. Replace the setup half with a video and keep the call for questions.

Customer onboarding for CS teams

Onboarding Video FAQ

Four things, with the rest left to documentation: what happens on day one, who the new hire reports to and contacts for help, what they must complete in week one with real dates, and what nobody expects them to know yet.

Split by topic rather than aiming for one length. A day-one welcome works under two minutes. A benefits or systems walkthrough can run five to ten minutes because the viewer is following along and will pause and rewind.

Yes. Duplicate the project and replace only the scenes that differ — entitlements, deadlines, reporting lines — while keeping the shared welcome and culture segments identical across versions.

Upload the revised handbook and regenerate the affected scenes. Because the video is generated from the document, keeping them in sync is a re-upload rather than a re-shoot.

Create Your Onboarding Video with Leadde

Choose a template, upload the handbook or checklist you already send, and have it ready before the next start date.

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Create Your Onboarding Video Templates with Leadde

Choose a template, add your existing content, and generate an editable video project.