The Employee Onboarding workflow helps HR teams efficiently manage the onboarding
process for new hires. It begins with a New Employee Intake Form that automatically creates
a user profile and generates a tracking card in the onboarding board.
From there, employees are guided through required forms such as direct deposit and tax
documentation, with each step assigned automatically. Progress is tracked visually in the
onboarding board, giving HR teams full visibility into each employee’s status.
Once all required forms are completed, a final checklist is assigned to the employee’s
manager for review, ensuring a structured and complete onboarding process.
Automations Included
- Auto-create employee profile from intake form
- Auto-create board card for each new hire
- Auto-assign onboarding forms in sequence
- Auto-assign manager checklist upon completion
- Auto-update board status as steps are completed
- Auto-map employee data from intake form into subsequent onboarding forms
Common Use Cases
- Onboard new employees with a structured, repeatable process
- Ensure all required HR documents are completed before start date
- Track onboarding progress across multiple hires simultaneously
Optional Customization Notes
- Add conditional forms based on employee type (field vs office)
- Customize onboarding steps for safety training or certifications
- Modify PDF outputs to include company branding
