Welcome to the New Hire Onboarding Workflow! This template helps you streamline the employee onboarding process, ensuring each new team member gets the information, resources, and introductions they need to succeed.
⚠️ Before running this workflow
Replace the sample instructions and documents in the “Knowledge” tab with your own company’s processes, files, and instructions on what needs to be shared when onboarding candidates.
How this template works
- The Operations agent develops a tailored onboarding plan based on the candidate’s role and your processes.
- The Operations agent sends the new hire a welcome email with an introductory guide and all the required paperwork and processes.
- The Operations agent coordinates IT support to grant account access and prepare necessary equipment.
- The Operations agent connects the new hire with their manager and assigns an onboarding buddy.
- The Operations agent introduces the new hire to the broader team via email.
Why you should use a New Hire Onboarding Workflow template
A structured and efficient onboarding process saves time and helps new employees acclimate faster. With this workflow, every step is handled consistently, ensuring your new hires feel valued and prepared to succeed in their roles.
Who should use a New Hire Onboarding Workflow template
Anyone managing employee onboarding will benefit from this workflow, including HR professionals, operations managers, and department leads. This template helps keep all stakeholders informed and aligned, resulting in a more cohesive and positive onboarding experience.