HR Onboarding Flows

Streamline employee onboarding with automated document collection, training assignments, and progress tracking.

Automation LevelAutomations & Workflows

HR Onboarding Flows

Streamline employee onboarding with automated document collection, training assignments, and progress tracking.

Key Features

  • Document request sequences
  • Training assignment workflow
  • Manager notification system
  • Progress tracking dashboard
  • Compliance verification

Business Functions

HRLegalDepartment Managers

HR Onboarding Flows

HR Onboarding Flows automate the process of bringing new employees into your organization, creating a structured, consistent experience that reduces administrative burden while improving the new hire experience. These workflows handle everything from document collection and policy acknowledgments to training assignments and equipment provisioning.

Key Benefits

  • Improved First Impression - Create a professional, organized welcome experience
  • Reduced Administrative Time - Eliminate manual follow-up and paperwork
  • Better Compliance - Ensure all required documentation is completed properly
  • Faster Productivity - Get new hires up to speed more quickly
  • Enhanced Visibility - Track onboarding progress and identify bottlenecks

How It Works

  1. Process Mapping - Document your current and ideal onboarding process
  2. Workflow Design - Create automated sequences with appropriate triggers
  3. Form Development - Build digital forms for data collection and signatures
  4. Integration Setup - Connect with HR systems, email, and other tools
  5. Dashboard Creation - Implement progress tracking for HR and managers

Common Implementation Scenarios

New Hire Document Collection

Automate the distribution, completion, and submission of all new hire paperwork, from tax forms and direct deposit authorizations to policy acknowledgments and emergency contacts.

Department-Specific Onboarding

Create customized onboarding tracks for different departments or roles, ensuring each employee receives the specific training, introductions, and resources relevant to their position.

Equipment and Access Provisioning

Coordinate IT setup, access permissions, and physical equipment delivery through an automated workflow that notifies relevant departments and tracks completion.

Integration Options

  • HRIS Systems - Connect with Workday, BambooHR, ADP, and others
  • Document Tools - Integrate with DocuSign, Adobe Sign, or other e-signature platforms
  • LMS Platforms - Link to learning management systems for training assignments
  • Communication Tools - Send notifications through email, Slack, or Teams
  • IT Service Desks - Create tickets for equipment and access provisioning

Our HR Onboarding Flows can be customized to match your specific hiring process, company culture, and compliance requirements while providing flexibility to handle exceptions and special cases.

Transform Your Employee Onboarding

Contact us to discuss how automated HR onboarding flows can improve the new hire experience and reduce administrative work.