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Employee Onboarding Workflow Management & Automation

Set up new hires to win from day one

Step-by-step onboarding workflows that promote consistency and keep everyone aligned—HR, IT, hiring managers, and new employees—while fostering engagement at every stage.

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 Process Street product

Trusted by more than 3000 companies

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Onboarding workflows that keep everyone aligned

Over 40% of new hires quit within the first 90 days

The root cause often lies in disorganized onboarding processes that slows their progress and derails long-term success. Process Street changes that with automated checklists, centralized resources, and task tracking that keep everything organized.

Training made simple

Create easy-to-follow workflows that guide your new employees and stakeholders through the onboarding process.

Training made simple
Onboarding in days, not weeks

Onboarding in days, not weeks

Get new hires productive faster with a centralized platform that shares resources and delegates tasks, keeping communication smooth.

Consistent results every time

Every employee receives the same high-quality onboarding experience, no matter their location or role.

Consistent results every time
Drive engagement & accountability

Drive engagement & accountability

Set clear goals and expectations so new hires and managers stay accountable.

Onboarding, your way

Leverage no-code integrations and smart logic to create personalized onboarding workflows that adapt to each new hire's unique needs.

Onboarding, your way
Employee onboarding automation that is faster, smarter, & more aligned

Good enough isn't good enough for onboarding

Set

Set clear expectations every step of the way

Our workflows keep HR, IT, and managers on the same page while automating repetitive tasks.

No more paper chase: Automate employee contracts, tax forms, and compliance documents.

Meetings that run themselves: Automatically coordinate orientations and training sessions.

Everyone knows their part: Instantly assign tasks to HR, managers, and IT.

Onboard

Onboard new employees without wasting a minute

With Process Street, onboard new hires seamlessly and get them contributing from day one.

Customized onboarding: Tailor workflows to each department's needs.

Secure document collection: Collect and store credentials easily.

Everyone knows their part: Instantly assign tasks to HR, managers, and IT.

Track training progress: Keep onboarding on schedule with real-time tracking.

Accelerate

Faster onboarding, fewer mistakes, & happier teams

Process Street cuts ramp-up time by keeping teams aligned and getting new hires ready to contribute fast.

Link tasks to goals: Connect onboarding tasks to role expectations and team objectives so everyone is on the same page.

Speed up approvals: Keep things moving with one-click approvals, letting HR, IT, and managers sign off without delays.

Stay in sync: Provide real-time updates to all stakeholders, keeping teams aligned throughout onboarding.

Improve

Use your data for continuous improvement

Real-time insights into every onboarding process.

Track progress live: Monitor everything from paperwork to training milestones and keep HR, IT, and managers in sync.

Clear roles, smooth onboarding: Assign tasks to the right teams so new hires get what they need, and everyone stays aligned.

Less manual work, fewer mistakes: Automate routine tasks and reduce errors, freeing up teams for more important work.

Integrate

Sync with your existing systems

Effortless integration: Sync HRIS, email, and apps to automate workflows.

Grows with you: Scales with your company as you expand.

Ready from day one: Ensure new hires have all they need, from hardware to credentials.

Guide new hires from day one with our pre-made templates

We've built thousands of workflows designed for onboarding employees in all types of roles and industries. Whether you're managing new hire paperwork, training schedules, or IT setup, our templates simplify every step of the onboarding process.

No-fuss policy rollout
Intern onboarding made simple
Turn employee development into action

Automate policy sharing and workplace standards. Process Street ensures every new hire knows the rules from day one—no manual steps, no time wasted

Workplace expectations

Automate development plans, skill tracking, and feedback. Process Street keeps managers focused on growth, not paperwork

Internship expectations

Develop a strategy so your financial services clients are ready to start with you

Employee development

Secure, compliant, & easy to use

Meeting compliance standards like SOC 2, HIPAA, and GDPR is critical. Process Street ensures your employee onboarding stays secure with encryption, role-based access, and audit-ready records. No shortcuts, no compromises.

GDPR compliance
EU Data protection & privacy

GDPR compliance
The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement
SOC 2 Type II compliance
Data protection & security

SOC 2 Type II compliance
Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.
HIPAA compliance
Healthcare information privacy

HIPAA compliance
HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.
AI compliance
Data protection & security

AWS CIS compliance
The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.
AI compliance
Data protection & privacy

CCPA compliance
The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.
AI compliance
Security & privacy

Artificial intelligence
Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

How Raw Capital Partners Cut Onboarding Time by 70% with Process Street

Use case: Mortgage processing, compliance, & employee onboarding
Company size: Mid-sized, 41 employees (and growing)
Industry: Financial Services
Challenge: Onboarding took 15-20 days, dragging down productivity and compliance.

Solution & impact

  1. 1. Reduced onboarding time to just one day
  2. 2. Improved training and process consistency
  3. 3. Supported 100% growth without losing quality or compliance

Learn from Raw Capital's Head of Technology

Learn from our onboarding experts

We've built thousands of workflows designed for onboarding employees in all types of roles and industries.

Client onboarding & management
6 Workflows to Perfect Your New Employee Onboarding Process
Regulatory compliance workflows
16 Onboarding Best Practices to Improve Employee Retention by 82%
Investment due diligence process
Ultimate Employee Onboarding Guide: Tips, Tools & Free Template

From new hire to high performer

Simplify onboarding, engage new hires, align stakeholders, and watch your team thrive.

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