The strongest signal a company sends on day one is whether it expected you. This automation fires the moment an offer is accepted and works backwards from the start date so the laptop, the logins, the calendar, and the buddy are all in place before the new hire says hello.
What's Included
- Start-date countdown: tasks generate on a schedule keyed to the start date, not to somebody remembering.
- Owner per task: IT, finance, and the hiring manager each get their own assigned items with due dates.
- Welcome pack: an AI agent drafts the intro message and the first-week agenda from the role description.
- Day-1 to day-30 view: the whole ramp visible in board and calendar views.
- Access control: the hire sees only their own onboarding path via role-based permissions.
How To Use
- Clone the Onboarding Portal and add your standard checklist.
- Map each task to the team that owns it.
- Set the countdown triggers off the start date.
- Fire it from your offer-accepted record.
- Watch a new hire land ready instead of waiting.
Continue the thread with the client onboarding automations or the employee onboarding templates.