You can make your company onboarding process more time-efficient by automating repetitive onboarding tasks across departments. Replace paper documents with digital processes that are triggered when the time is right.

Create workflows

To add a new Workflow:

  1. Click on your name on the top right, then click Settings.
  2. On the settings menu click ONBOARDING, then click Workflows.
  3. Click ADD NEW.

4. You can link relevant Task Templates with your Workflow. Click on the ➕ sign to add additional task. Use ''-'' to specify days before the start date and 0 if a task should be sent and/or completed the same day as start date.

5. You can link tasks, to make one follow immediately after the previous one was completed. Use inner ➕ sign for that.

Create automations

Once workflows are set up you can automate them.

  1. Click on your name on the top right, then click Settings.
  2. On the settings menu click ONBOARDING, then click Automations.
  3. Click ADD NEW. 

4. Set up a certain workflow to be triggered once a new employee is assigned to specific team or location.

📎NOTE: Teams/Locations should be specified at a time when new employee's profile is created, otherwise, the workflow will not be automatically triggered.

5. Click SAVE.

Now you are all set and can be assured that the correct process is followed each time a new employee is onboarded.

Did this answer your question?