Onboarding
Onboarding that starts itself, and that you can actually see.
Build a plan once per role. Every new hire gets it automatically, dated from their start date — with documents signed in the portal and a live completion view for their manager.
The problem it removes
Onboarding is usually a checklist in a document, forwarded on the first morning, tracked by whoever remembers to ask. Documents get signed on paper or in a separate signing tool, and the record ends up in an email folder. Nobody can tell you, on a Tuesday, what percentage complete any given new hire is.
What it does
- Reusable plans per role and department, built with drag-and-drop task ordering.
- Four task types: checklists, document signing, content to review, and forms — each with an owner (new hire, manager, HR, or IT) and a day offset from the start date.
- Day 1, Week 1, and Day 30 grouping so a new hire sees a paced plan rather than a wall of tasks.
- In-portal document signing that stores the signed copy with the signer’s identity, timestamp, and IP address.
- Live progress bars per employee, with a manager dashboard across the team and overdue tasks flagged.
What it connects to
The plan assigns itself when a candidate is hired — no one has to remember. Content modules can pull from the Training catalog, so a course completed during onboarding counts as completed training and feeds the employee’s skill profile. Completion percentages appear on the manager dashboard without anyone reporting them upward.
Who uses it
Admins and managers build plans and watch progress. New hires work through their own plan and see nobody else’s.
See this module inside the full chain
The modules make more sense together than apart. Twenty minutes, end to end.
