Onboarding workflows
Create effective onboarding workflows that help new team members integrate quickly and become productive contributors to your startup.
Onboarding Phases
Pre-boarding
Prepare for the new team member before their first day
- Send welcome email with first-day information
- Prepare workspace and equipment
- Set up accounts and access permissions
- Schedule first-day meetings and introductions
First Day
Make a great first impression and cover essential basics
- Welcome meeting with direct manager
- Office tour and workspace setup
- Introduction to immediate team members
- Review role expectations and goals
First Week
Provide comprehensive orientation and initial training
- Complete company orientation program
- Set up access to all necessary tools and systems
- Begin role-specific training
- Assign initial projects or tasks
First Month
Ensure integration and provide ongoing support
- Regular check-ins with manager and HR
- Complete required training modules
- Participate in team projects
- 30-day feedback and adjustment session
Onboarding Tools
Welcome Checklist
Standardized checklist to ensure nothing is missed during onboarding
Document Templates
Pre-built templates for offer letters, NDAs, and other onboarding documents
Training Modules
Interactive training content for company policies and procedures
Buddy System
Pair new hires with experienced team members for guidance and support
Best Practices
Start Before Day One
Begin the onboarding process as soon as the offer is accepted
Create Consistent Experience
Use standardized processes to ensure every new hire gets the same quality experience
Gather Feedback
Regularly collect feedback from new hires to improve your onboarding process
Set Clear Expectations
Clearly communicate role responsibilities, goals, and success metrics