If you run a clinic, a trades crew, a restaurant, or a small office, every new hire is a fresh chance for steps to get skipped. This new hire onboarding SOP turns "how we do onboarding" out of one person's head and into a shared tracker that runs the same way every time. You describe your roles and your first-week steps, and Taskade Genesis builds a living checklist your whole team can see and follow.
Built on connected projects, this app links each New Hire to their Onboarding Steps and the Team Member who owns them. Managers see who is on track and who is stuck, and new hires always know what is next.
What's Included
- Onboarding Tracker: A step-by-step list for every new hire, with owner, due date, and status, all in one board or table view.
- Role Templates: Save a standard first-week SOP per role, so the same steps fire for every server, nurse, or installer you hire.
- AI Agent: Ask plain questions like "who starts on Monday?" or "which onboarding steps are overdue?" and get an answer instead of digging through tabs. Set it up with custom agents.
- Automation: When a new hire is added, the app auto-assigns their checklist and reminds the right owner before each step is due, hands-free.
- Access Control: Give managers full edit rights and new hires view-only access with role-based permissions.
How To Use
- Clone this app into your Taskade workspace.
- List your roles and the steps each new hire must complete in their first week.
- Turn on the automation triggers so a fresh checklist starts the moment you add a hire.
- Assign each step an owner and a due date in board or table view.
- Open the dashboard on day one and watch every new hire get the same clean start, every time.
Browse more operations apps in the Community Gallery.