Employee Onboarding Software Done Right
Transform onboarding from a chaotic first week into a structured, welcoming experience. Workisy automates paperwork, coordinates cross-functional teams, and ensures every new hire feels prepared, supported, and productive from day one.
3 of 5 steps completed
Sarah Park
Product Designer
Buddy Assigned
Jordan Lee, Sr. Designer
Onboarding Checklist
Introduction & login credentials
NDA, offer letter, tax forms
Laptop, email, software access
Meet your team & manager
30-day goals & feedback
Features
Powerful Capabilities, Built for Scale
Every tool you need to run a world-class operation, from day one to enterprise scale.
Onboarding Checklists
Create role-specific checklists that guide new hires and managers through every step — from IT provisioning to compliance training. Nothing falls through the cracks.
Digital Document Signing
Send offer letters, NDAs, tax forms, and policy acknowledgments for e-signature before day one. All signed documents are stored securely in the employee record.
Pre-boarding Portal
New hires access a branded portal before their start date to complete paperwork, meet their team, and review their first-week schedule. First impressions happen before day one.
Training Plan Assignment
Automatically assign role-based training courses, mentorship pairings, and learning milestones. Track completion progress from a single dashboard.
Buddy & Mentor Matching
Pair every new hire with an onboarding buddy or mentor based on department, location, or interests. Structured check-in prompts keep the relationship productive.
Automated Task Routing
IT, facilities, payroll, and compliance teams receive automated task assignments the moment an offer is accepted. Cross-functional coordination happens without a single email.
Onboarding Analytics
Track time-to-productivity, checklist completion rates, and new-hire satisfaction scores. Identify bottlenecks and continuously improve your onboarding experience.
New Hire Pulse Surveys
Automated pulse surveys at 30, 60, and 90 days capture candid feedback about the onboarding experience. Early insights help you retain talent before disengagement sets in.
How It Works
Up and Running in Three Simple Steps
Configure & Template
Build onboarding templates for each role, department, or location. Define checklists, document requirements, training plans, and stakeholder assignments once and reuse them at scale.
Trigger & Automate
When a candidate accepts an offer, Workisy automatically launches the onboarding workflow — sending welcome emails, assigning tasks to cross-functional teams, and opening the pre-boarding portal.
Track & Optimize
Monitor every new hire's progress in real time, flag overdue tasks, and collect feedback. Use analytics to refine your onboarding process and reduce ramp-up time.
A closer look at Workisy Onboarding
Make day one feel like a decision confirmed
A new hire decides whether they made the right choice within their first week. Workisy Onboarding turns that week from a paperwork slog into a guided experience — offer letters, forms, equipment requests, and introductions all handled before the start date, so people arrive ready to contribute instead of waiting on IT and HR.
Every task is assigned, sequenced, and tracked, so nothing falls through the cracks across HR, the hiring manager, and the new employee. Our complete onboarding checklist lays out exactly what a strong 90-day program covers.
Structured for in-office and remote alike
Distributed teams need onboarding that builds connection without a shared office. Workisy delivers welcome journeys, buddy assignments, and milestone check-ins that work anywhere — the approach we detail in remote employee onboarding.
Because onboarding flows directly from your applicant tracking system and into HR records, accepted candidates become fully set-up employees with zero duplicate data entry. Integrated hiring-to-onboarding also converts better, as we explain in ATS and onboarding integration. See it in practice in our BrightPath Education case study.
Results That Speak for Themselves
Measurable Impact on Your Business
Faster Time-to-Productivity
Higher New-Hire Retention
Less Administrative Work
FAQ
Frequently Asked Questions
Ready to See It in Action?
Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.