Onboarding
Day-one packets that start when the hire is confirmed
Templates, tasks, and e-sign sit in one packet. HR, managers, and new employees each see the work that belongs to them.
Templates · Task checklists · E-sign inbox · Auto-trigger on hire
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Outcomes
Ready on day one, without ad-hoc checklists
Templates once
Packets per role or location instead of rebuilding for every start date.
Signed in-product
Contracts and policies land in the e-signature inbox.
Shared progress
HR, managers, and new hires see blockers before the start date slips.
Hire path continuity
Offer and pre-hire flow into the packet automatically.
Capabilities
Packets, tasks, and signatures
Onboarding mirrors the offboarding packet model so hire and exit feel consistent.
Templated packets
Define tasks, documents, and e-sign items once. Auto-trigger when a candidate becomes an employee.
- Role and location templates
- Auto-trigger on hire
- Document tasks
- Asset acknowledgements
E-signature inbox
Contracts and policy acknowledgements use integrated e-sign so new hires are not bouncing to a separate signing tool.
- E-sign inbox
- Policy acknowledgements
- Contract packets
- Progress tracking
Cross-portal tasks
HR, managers, and employees each complete the steps they own, including equipment acknowledgements.
- HR visibility
- Manager tasks
- Employee checklist
- Asset handoff
How it works
Template, trigger, complete, monitor
Template the packet
Define tasks, documents, and e-sign items once per role or location.
Trigger on hire
Packets start automatically when the candidate becomes an employee.
Complete and sign
New hires work the checklist; contracts land in the e-sign inbox.
Monitor progress
HR and managers see blockers before the start date slips.
Lifecycle
Hire and exit use the same idea
Onboarding packets on the way in. Offboarding packets on the way out.
From recruiting
Offer and pre-hire feed the packet so data is not re-entered.
Into Core HR
The new hire is already an employee record when tasks start.
Assets included
Acknowledgements can sit on the same checklist as contracts.
Offboarding next door
Exit checklists reuse the packet model for last-day work.
FAQ
Straight answers
Stop assembling day-one checklists by hand
Start a 7-day trial or book a demo of packets and e-sign.
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