• Save time and money automating the process by cutting away the manual inputs from various stakeholders (HR, Executives, Team managers,...) along the way.
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• Ensure HR does not need to handhold new employees throughout the whole process.
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• Create a consistent and equal onboarding experience for new hires.
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• Avoid new hires getting overwhelmed and make the onboarding process well-balanced and enjoyable from start to finish.
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• Less time needed for new hires to be fully onboarded and get started efficiently in their role.

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1. Before First Day

• Prepare paperwork
• Approval: Employee paperwork
• Discuss role, goals and projects with supervisor
• Give access to any tools they will need
• Give access to the employee handbook with all information they will need (e.g: company values and culture, benefits, travel policy, meeting guidelines, tools trainings etc.)
• Create accounts
• Assign required reading
• Prepare benefits package
• Provide a job description with responsibilities

2. First Day

• Welcome to the team
• Assign training material
• Share remote work best practices
• Explain your expectations
• Induct into company culture
• Assign an onboarding buddy
• Invite for virtual coffee with their future team
• Schedule regular meetings with manager
• Invite to all meetings that are relevant

3. First Week

• Hold first 1:1 with manager
• Check in regularly to see if they need help
• Assign first project
• Approval: First project
• Explain expectations for the following month
• Schedule a call to check over paperwork

4. First Month

• Plan check-in meetings
• Explain long-term goals
• Provide reading material for personal growth
• Schedule career and development call with manager
• Encourage new starter to socially interact with the team
• Review onboarding process over the next 60 days