Onboarding
Auto-launch a checklist when a candidate accepts — paperwork, equipment, training, access.
A new hire decides whether to stay within the first 6 weeks. Onboarding workflows take you from offer signed to day-1-ready without dropping a single task.
What you get
Built to solve the actual problems hiring teams hit every day.
12-task default checklist
I-9, W-4, direct deposit, NDA, SF-86 (if cleared), background check, equipment, accounts, security training. Add custom tasks anytime.
Category grouping
Tasks grouped by Paperwork / Clearance / Equipment / Access / Training. Progress bar per category and overall.
Role-based assignment
Each task has an assignee role (candidate, IT, security, hiring manager). Notifications route automatically.
Status tracking
Not started → In progress → Completed / On hold. Auto-completes when all required tasks are done.
How it works
Four steps from setup to value.
Auto-create from offer
When a candidate accepts an offer, an onboarding workflow is created with the 12-task default.
Assign and customize
IT, security, and hiring manager get their tasks. Add custom tasks (laptop OS, project access, training course).
Track progress
New hire and recruiter share a status view. Stuck tasks bubble up automatically.
First-week handoff
On day 1, the workflow links to the new hire's profile and a 30/60/90 plan template.
FAQ
Quick answers to common questions.
Can the candidate see their own checklist?
Yes — they get a dedicated portal view of their tasks, plus email notifications for items assigned to them.
Can I create my own templates?
Templates by employment type / department are on the roadmap. Today, customize the auto-created list per onboarding.
Does this handle remote vs in-office differently?
You can mark tasks as required or optional, and add tasks like "ship laptop to home address" via the custom-task field.