Onboarding workflow template
Deliver employee onboarding that’s clear, connected, and caring
Key steps
- Create the employee profile - Add key details like name, role, and start date, plus custom fields for skills, strengths, or training needs.
- Share the contract - Upload the employment agreement or integrate with an e-sign platform to send it for signing.
- Assign a buddy - Pair the new hire with a buddy to guide them through the first few weeks.
- Understand how they work - Let them share what helps them thrive, like communication preferences, stress signals, and ways of working.
- Assign key tasks - Delegate tasks across teams with built-in checklists, real-time collaboration, and progress tracking.
- Add essential resources and training - Upload key documents, health & safety info, and learning materials, with prompts for what’s essential.
Advantages
- Replicate sasily
- Adjust the complexity to fit your team, whether you’re onboarding a junior, senior, remote, or contract hire
- Perfect for growing teams with no HR manager or busy HR teams looking to simplify onboarding
Why it matters
Improves retention
Keeps valuable talent longer and lowers hiring costs
Builds trust
Enhances credibility, safety, and confident decision-making
Fosters belonging
Makes everyone feel seen, heard, and included
Reduces admin time
Saves hours and frees up time for strategic work
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Key workflow features
Assign and delegate tasks
Make it clear who’s doing what, by when
Built-in chat
Collaborate inside each task
Meetings and agenda templates
Use ready-made agendas to guide any meeting or discussion
Document and file sharing
Upload contracts, training materials, or resources directly into the tasks
People first
Designed to support wellbeing, inclusion, and meaningful human connection
