Employee Onboarding

Stages

The board's columns. A stage is a label; the workflow decides when a new starter moves.

The workflow, step by step

Every step is a node in the template. Automatic steps run on their own. The highlighted ones park the new starter until a person acts.

1. 1Trigger
   Offer acceptedHR logs the new starter once the contract is signed.
2. 2Automatic
   Welcome emailEmail to the new starter: Welcome to the team, Full name.
3. 3Automatic
   Move to PreparingStage set to Preparing.
4. 4Wait
   Wait for signed paperworkParks until they send it back; chases if they don't.Reply → step 5 · No reply in 120 hours → step 12
5. 5Checklist
   Get everything readyThe things that must exist before day one.Done → step 6
6. 6Automatic
   Send first-day detailsEmail to the new starter: Your first day: Start date.
7. 7Automatic
   Move to First WeekStage set to First Week.
8. 8Wait
   Wait a weekGives them time to settle before the check-in.
9. 9Approval
   Manager check-inA human confirms they're actually settled, or flags a problem.Approved → step 10 · Rejected → step 11
10. 10Resolve
    Onboarding completeStage set to Settled In.
11. 11Checklist
    Sort out what's missingException path. Onboarding completes once it's handled.Done → step 10
12. 12Automatic
    Follow up on paperworkEmail to the new starter: Quick reminder: paperwork for your start date.

Automatic runs on its ownChecklist · Approval a personBranch a rule decides

What every new starter carries

Fields, the people involved, and one of the emails the workflow sends. Change any of it after you create the workspace.

Hi Full name,

We're really pleased you're joining us as Role, starting Start date.

We'll send your first-day details nearer the time. If anything changes, just reply here.

People Team