New Employee Onboarding Workflow
Create a consistent, world-class onboarding experience for every new hire automatically.
What is this automation?
Most companies have an inconsistent onboarding experience that depends on who happens to be available. This automation delivers a structured, comprehensive onboarding workflow for every new employee.
The Problem
Each new hire gets a slightly different experience depending on HR capacity. Accounts are created late, laptops aren't ready, and important steps are missed.
The Solution
When a new hire is added to your system, an automated workflow creates all their accounts, sends them the right documents in the right order, schedules their onboarding calls, and keeps their manager informed.
Step-by-step workflow
Offer Letter Signed
DocuSign trigger starts the workflow.
Create Accounts
Email, Slack, and relevant tools provisioned automatically.
Send Welcome Email
Personalised welcome email with first-day instructions.
Add to Slack Channels
Automatically added to company and team channels.
Assign Buddy
Buddy and manager notified and introduced via Slack.
Schedule Onboarding Sessions
Kickoff, IT setup, and team intro calls scheduled via Calendly.
30-Day Check-In
Automated check-in survey sent at day 30.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.