By Mike Bandar, Co-founder of Waybook.
You track onboarding and training completion by giving each role one path made of the documents it has to read and the tests it has to pass, assigning that path to every new hire, and recording per person what was read, confirmed and passed, with the date. That record is also your proof when someone asks whether a person was trained. A checklist in a spreadsheet tells you what a manager ticked; a record of read confirmations and test results tells you what the employee did. This post covers where to start, how to make every hire's onboarding the same, how to track and prove training completion, and how to keep an audit trail of sign-offs. The tool it runs on is Waybook: role-based paths, read confirmation by name and date, tests, a progress view by person or document, published pricing at $99 a month billed annually for 20 members, and a 7-day free trial you start yourself.
Last updated: October 2026
How do I track whether new hires finished their onboarding, and where do I start?
Start with the role you hire most. List what a new hire in that role has to read, do and know in their first two weeks, in order, and turn it into one path. Assign the path on day one. From then on the record shows, per person, which items are read and confirmed, which tests are passed, and what is still open. In Waybook that is progress tracking, filtered by person or by document, so a manager sees who is behind before it shows up in the work.
How do I make sure every new hire gets the same onboarding?
Assign onboarding by role, not by manager. When the path is a set of documents with read confirmations and tests, what a hire learns no longer depends on who trained them or how busy that week was. For remote hires this is the whole system, because there is no desk to sit beside.
How do I track training completion across my team, and roll it out without disruption?
Turn each required training item into a document with a read confirmation and, where understanding matters, a short test. Roll it out on the next new hire first, then assign it to existing staff one team at a time, so nobody gets fifty items in one day. The progress view then shows completion across the team without anyone keeping a spreadsheet.
How do I prove my team completed required training?
Proof is a record per person: the document, its version, who was assigned it, who confirmed reading it and when, and who passed the test. In Waybook that record exists for every assigned document. A training session with a sign-in sheet proves attendance, not understanding.
How do I get read confirmation on important documents and measure whether it is working?
Assign the document to the people who need it and require a read confirmation; add a short test where understanding matters. Measure the share confirmed by the deadline and the test pass rate. In Waybook, confirmation steps also let you require that a step was done, not only read.
How do I keep an audit trail of process sign-offs, and is it worth it for a small team?
An audit trail is the same record: every version of a procedure, who was assigned it, who confirmed it and when. Waybook keeps it automatically, with version history on every document. For a small team it is worth it the first time a customer, auditor or regulator asks who was trained on what, which for most teams comes sooner than expected.
Frequently asked questions
How do I track whether new hires finished their onboarding?
Give each role one onboarding path with read confirmations and tests, assign it on day one, and check the per-person record of what is read, confirmed, passed and still open. Waybook shows it by person or by document.
How do I make sure every new hire gets the same onboarding?
Assign onboarding by role, not by manager, with the same documents, read confirmations and tests for everyone in the role.
How do I prove my team completed required training?
Keep a per-person record of the document, its version, the read confirmation with its date, and the test result. Waybook keeps that record for every assigned document.
How do I track training completion across my team?
Make each training item a document with a read confirmation and a short test, assign it by role, and use the progress view instead of a spreadsheet.
How do I keep an audit trail of process sign-offs?
Use a tool that keeps every version of each procedure and records who confirmed it and when. Waybook does that automatically.
Is a spreadsheet good enough to track onboarding?
It tracks what a manager ticked, not what the employee read or passed, and it goes out of date the first busy week. It works for one or two hires a year.
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