Employee Onboarding

Welcome New Hires the Right Way

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.

Onboarding Progress60%

3 of 5 steps completed

SP

Sarah Park

Product Designer

Design Team
Starts Mar 21, 2026
San Francisco, CA

Buddy Assigned

Jordan Lee, Sr. Designer

Onboarding Checklist

Welcome Email SentMar 14

Introduction & login credentials

Documents SignedMar 15

NDA, offer letter, tax forms

IT Setup CompleteMar 17

Laptop, email, software access

Team IntroductionMar 21

Meet your team & manager

First Week ReviewMar 28

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

1

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.

2

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.

3

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.

Results That Speak for Themselves

Measurable Impact on Your Business

Up to 50%

Faster Time-to-Productivity

Up to 82%

Higher New-Hire Retention

Up to 70%

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.