An HR onboarding kanban board for people-ops teams running new-hire ramps across multiple roles in Taskade.
What's Included
- Onboarding Board: Offer Accepted, Pre-Boarding, Week 1, Day 30, Day 60, Ramped columns on a Board view
- Role Swimlanes: Engineering, sales, marketing, ops — one row per role family
- AI Orientation Agent: AI agent personalizes orientation content per hire's role and team
- HRIS Automation: When a card hits "Pre-Boarding," automation provisions accounts, orders equipment, books welcome calls
- Manager Check-In Cadence: Auto-scheduled 30/60/90 reviews with prep prompts
Why This Template Wins
- Pre-boarding zero-touch: Provisioning, equipment, and welcome calls fire automatically the moment offer is accepted
- Orientation personalized: Agent tailors first-week content to each hire — not a one-size deck
- Manager check-ins consistent: No more skipped 60-day reviews; the cadence is built into the flow
How to Use
- Clone this template into your Taskade workspace
- Customize role swimlanes and onboarding milestones
- Connect BambooHR, Workday, Slack, your HRIS
- Train the AI Orientation Agent on role-specific content
- Set up automation triggers for pre-boarding provisioning, equipment orders, and check-ins
FAQ
Does this work for remote and in-office hires?
Yes. Remote hires get equipment-shipping automation; in-office hires get desk-assignment workflows. The agent adapts to either.
Can the agent draft welcome emails?
Yes. Agent drafts welcome emails in the team voice, personalized per hire.
What plan supports a high-volume hiring company?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds compliance audit retention.
CTA
Try this template free in Taskade. For HRIS setup, see /learn/automation/automations-execution. Pair with Employee Onboarding Templates. Browse HR apps in the Community Gallery.