Get new hires ready with less chasing.
Coordinate welcome messages, documents and tasks. See what still needs attention before day one.
Book a demoSarah Mitchell
Welcome message sent
Share the welcome information and next steps with the new hire.
Onboarding checklist assigned
Bring document and preparation tasks together with their owners.
Intro meetings scheduled
Coordinate the introductions around the employee's start date.
Account setup awaiting IT
Queued.
Less follow-up for every new hire.
Give new hires clear next steps.
Bring welcome information, documents and tasks into one onboarding process.
Keep task owners in sync.
Coordinate manager tasks, introductions and follow-up. See who owns each unfinished step.
Track progress across the team.
Review completed agent actions alongside tasks that still need a person.
An example of onboarding across teams.
- Send welcome messages and tasks.
- Arrange introductions and follow-up.
- Track completed and open steps.
Completed
runs
In progress
runs
Needs action
runs
Sarah MitchellNow |
James Park12m ago |
Maria Santos2h ago |
Kevin Liu5h ago |
Emily ChenYesterday |
David NguyenYesterday |
Anna Foster2 days ago |
Chris Taylor3 days ago |
What would less admin mean for your team?
Set your monthly volume. The estimate updates as you move it.
New hires per month
Your questions, answered.
Build a shared onboarding process, then configure the steps and owners for each team. Welcome tasks stay consistent while role-specific preparation and IT responsibilities match the new hire's needs.
