Templates
Human Resources
Employee Onboarding by Tiny HR
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Employee Onboarding by Tiny HR

This workflow should be run once the offer document is signed by the new employee.
1
After Offer is Signed:
2
Enter employee contact details
3
Enter employment details
4
Add first payment details
5
Send welcome email
6
Send welcome email (contractor)
7
Send outsourced email
8
Important Paperwork:
9
Verify payment information
10
Create company email
11
Send second welcome email
12
Send relevant tax forms
13
Collect employee's identifying documents
14
Request background check
15
Before the first day:
16
Add to company tools
17
Schedule welcome calls
18
Draft welcome message for #announcements
19
On First Day:
20
Post welcome in Slack channel
21
Send personal welcome via DM (HR)
22
Send personal welcome via DM (Team Lead)
23
Send personal welcome via DM (VP)
24
Send personal welcome via DM (CEO)
25
Follow-up:
26
Send 60-day onboarding survey
27
Additional Resources: